Ranking Mutual Fund Families: Minimum Expenses and Maximum Loads as Markers for Moral TurpitudeEdward TowerWei ZhengDuke University, Department of Economics
Ranking Mutual Fund Families: Minimum Expenses and Maximum Loads as Markers for Moral Turpitude. International Review of Economics, 55(4), 315-350.Tower, E. and W. Zheng. 2008: Ranking Mutual Fund Families: Minimum Expenses and Maximum Loads as Markers for Moral Turpitude, International Review...
Ranking mutual fund families: minimum expenses and maximum loads as markers for moral turpitude 来自 Springer 喜欢 0 阅读量: 37 作者:E Tower,Z Wei 摘要: We evaluate the performance of 51 mutual fund families based on a study of their diversified US managed mutual funds over an 11-year-...
USAGX - Performance Return Ranking - Trailing PeriodUSAGX ReturnCategory Return LowCategory Return HighRank in Category (%) YTD12.1%-34.4%23.8%70.77% 1 Yr13.8%-33.8%23.8%50.77% 3 Yr3.1%*-27.4%8.2%41.54% 5 Yr5.4%*-2.1%10.6%60.94% ...
Alternative Measures of Mutual Fund Performance: Ranking DFA, Fidelity, and Vanguarddoi:10.2139/ssrn.3469834DFAFidelityVanguardactive versus passive investmentThis chapter evaluates the returns of the domestic equity funds of three major American companies: Vanguard, Fidelity, and Dimensional Fund Advisors ...
The SBI Large and Midcap Fund, once second in 10-year returns, has slipped to the bottom in recent years, ranking fifth or sixth. Next, we checked if these funds took on extra risk for higher returns. 3. Downside protection To measure downside protection, we checked how these funds perfo...
a natural experiment examining ranking and fund flows. The Journal of Finance 74: 2789–837. [Google Scholar] [CrossRef] Jacobs, Heiko, and Alexander Hillert. 2016. Alphabetic bias, investor recognition, and trading behavior. Review of Finance 20: 693–723. [Google Scholar] [CrossRef] Lyon,...
Understanding How Much Mutual Fund Managers Make Time and again, especially when mutual funds in volatile markets have put up poor numbers, their managers' compensation has gained public attention, if not outrage.4While private equity billionaires certainly draw public denunciation, they don't manage...
Fund Family Name Goldman Sachs Fund Complex Inception Date Nov 06, 2015 Shares Outstanding 96800000 Share Class N/A Currency USD Domiciled Country US Manager Raj Garigipati Fund Description The Fund seeks to achieve its investment objective by investing at least 80% of its assets (exclusive of ...
Fund Type Exchange Traded Fund Name As of 12/13/2024 Price Aum/Mkt Cap YIELD Exp Ratio Watchlist SPDR® S&P® CHINA ETF GXC | ETF $78.51 $480 M 1.58% $1.25 0.59% GXC - Profile Distributions YTD Total Return17.8% 3 Yr Annualized Total Return-6.9% ...