In January–March, OP's customers invested 72% more euros in equity funds than in the corresponding period a year ago. At the beginning of last year, many investors favoured fixed income funds over equity funds because of the higher interest rates. For example, investments in long-term ...
Brokerage firms may charge a trading fee whenever you buy or sell mutual fund shares. Learn More What are some common types of mutual funds? There are many different types of mutual funds, click here to learn more Equity funds These funds invest in U.S. or foreign stocks. Some are in...
doi:10.2139/ssrn.668583Jason J. FichtnerSSRN Electronic JournalSaxton, Representative Jim, 2004, Providing Tax Equity for Mutual Fund Investors: Changing the Tax Treatment of Capital Gain Distributions. Washington: U.S. Congress, Joint Economic Committee....
MUTUAL fundsINVESTORSINVESTMENTSThis paper analyzes the effect of investor monitoring on the performance of equity investment funds. For that purpose, we analyze the relationship between fund performance, measured using four-factor Alpha, and a set of control varia...
The article reports on the findings of a research about Spokane, Washington-based mutual-fund investors and their preferences when it comes cost in business and gains. Research shows that when it comes to mutual investments, consumers tend to make less than rational decisions and are most of the...
Fund investors, by selecting the funds in which they invest, play a central role in determining asset allocation and in controlling the fees and expenses that funds charge. Thus, the functioning of the mutual fund market turns on the knowledge and financial sophistication of fund investors. This...
Equity Portion Breakdown by Domicile|Equity Portion Breakdown by Revenue RegionsFund S&P 500 Index United States94.4%100.0% Canada1.6%0.0% Europe3.9%0.0% Japan0.0%0.0% % of net assets as of 12/31/2024(updated monthly) Fund Breakdown by Domicile ...
Market-Timing Performance of Mutual Fund Investors in Emerging Markets This paper empirically investigates the performance of market-timing strategies effectively used by investors in Emerging Markets (EMs). We identify short-term determinants of mutual fund flows into EM equity and fixed income, finding...
摘要: The article reports that equity mutual-fund investors withdrew 226 million dollars from U.S. stock investments in the week of September 4, 2013, noting the possible influence of a decline on the Standard & Poor's S&P 500 stock index and potential U.S. military intervention in Syria....