The performance of socially responsible mutual funds: the role of fees and management companies [PDF]
, 2008 In this paper, we shed light on the debate about the financial performance of socially responsible investment (SRI) mutual funds by separately analyzing the contributions of before-fee performance and fees to SRI funds' performance and by investigating
Gil-Bazo, Javier +2 more
core +2 more sources
Assessing the Performance and Risk-Adjusted Returns of Financial Mutual Funds
International Journal of Financial Studies, 2023 In this study, we provide a comprehensive examination of the performance of financial (specialty sector financial) mutual funds over a 23-year period, a much longer time frame than what has been analyzed in previous literature.
Davinder K. Malhotra +3 more
doaj +1 more source
Mutual Fund Management and Fund Performance
Journal of Business & Economics Research (JBER), 2011 This study examines management characteristics, including education and experience, as determinants of mutual fund performance. Managers with graduate degrees did not perform differently from managers without graduate degrees. However, graduates of top 20 MBA programs outperformed MBAs from business schools not on the top 50 Wall Street Journal list.
Barbara S. Poole +2 more
openaire +2 more sources
Yet another puzzle? the relation between price and performance in the mutual fund industry [PDF]
, 2006 Gruber (1996) drew attention to the puzzle that investors buy actively-managed funds even though, on average, they underperform index funds. We uncover another puzzling fact about the market for actively-managed equity mutual funds: funds with worse ...
Iii Madrid +2 more
core +4 more sources
Analisis Kinerja Dan Potensi Pertumbuhan Return Portofolio Reksadana Saham Dan Reksadana Campuran
Jurnal Manajemen Teori dan Terapan, 2009 The purposes of this study are to analyze the performance of the stock mutual funds and composite mutual funds in Indonesia and to analyze the potency of the return growth of those mutual funds. This study used the monthly return (net asset value-NAV) of
Ferikawita M. Sembiring +1 more
doaj +1 more source
The Investigation of the Relationship between Managers` Risk Aversion and Financial Institutions` Performance in Market (Case Study: Mutual Funds) [PDF]
راهبرد مدیریت مالی, 2015 Different types of financial institutions play an important role in financial intermediation and help to solve market deficiencies problems. Mutual funds are kinds of financial institutions that allocate investor's funds in different financial portfolios
hasan ghalibaf asl +2 more
doaj +1 more source
Analyzing the Performance of Iran Mutual Funds [PDF]
پژوهشهای تجربی حسابداری, 2013 This paper is based on the performance of mutual fund in the Tehran’s stock exchange criteria based on modern portfolio theory consists of (Sharp ratio, Modigliani,Standard Deviation, Systematic Risk, Treynor, Jenesen alpha) and Post Modern portfolio ...
Gholamreza Soleimany Amiri, Ameneh Abed
doaj +1 more source
An Empirical Investigation of the Performance of Japanese Mutual Funds: Skill or Luck? [PDF]
, 2007 This paper assesses the performance of 355 actively managed Japanese Equity Mutual Funds between April 2011 and April 2016. The equal weight portfolio and Jensen’s alpha measures of active management provide strong evidence that Japanese Mutual Funds ...
Pilbeam, K., Preston, H.
core +3 more sources
ANALISIS KINERJA REKSADANA SYARIAH DI PASAR MODAL INDONESIA MENGGUNAKAN METODE SHARPE
Jurnal Akademi Akuntansi, 2018 The purpose of this study is to analyze the performance of Islamic mutual funds that include stocks, fixed income, mixes, and money markets using Sharpe method. The type of research conducted is quantitative descriptive research.
Raudhah Trisna Wardhani +2 more
doaj +1 more source
Performance analysis of stock mutual funds using the Sharp method: Before and after the Covid-19 pandemic [PDF]
New Applied Studies in Management, Economics & AccountingMutual funds are an essential investment instrument in the financial markets that allow indirect investment with more controlled risks and returns, especially for investors just starting.
Rina Tresnawati +2 more
doaj +1 more source