Should preferred stock funds be included in mutual fund portfolios?

AL Loviscek - The Journal of Wealth Management, 2017 - search.proquest.com
Should preferred stock funds, despite their lack of attention from Wall Street, academia, and
the financial media, be preferred in mutual fund portfolios? To address this question, we …

Performance implications of holding multiple mutual funds with the same investment objective

D Louton, H Saraoglu - The Journal of Investing, 2006 - pm-research.com
In this study we investigate the potential benefits of holding multiple mutual funds with the
same fund objective. Given that a typical investor's asset allocation may involve multiple …

[BOOK][B] Asset Allocation Strategies for Mutual Funds

G Galloppo - 2021 - Springer
Mutual funds have played a dramatically increased role in financial markets in recent
decades. In this regard, mutual fund performance has received a great deal of attention from …

The tradeoff between mutual fund and direct stock investments: a theoretical analysis involving different types of investors

M Marekwica, BI Steininger - Review of Managerial Science, 2014 - Springer
We study the tradeoff between direct and indirect stock investments through equity mutual
funds for a utility-maximizing investor. Whereas direct investments impose higher transaction …

The Historical Record on Active versus Passive Mutual Fund Performance

D Nanigian - The Journal of Investing, 2022 - pm-research.com
This study examines the risk-adjusted performance of actively managed mutual funds versus
passively managed mutual funds between 1991 and 2019 and finds that there is no …

Picking funds with confidence

NS Grønborg, A Lunde, A Timmermann… - Journal of Financial …, 2021 - Elsevier
We present a new approach to selecting actively managed mutual funds that uses both
portfolio holdings and fund return information to eliminate funds with predicted inferior …

What Happens with More Funds than Stocks?

A Madhavan, A Sobczyk, A Ang - Available at SSRN 3465888, 2019 - papers.ssrn.com
Today there are more active equity mutual funds and equity ETFs than individual stocks.
Funds differ meaningfully in terms of individual stock holdings, and we examine the factor …

[PDF][PDF] Stock selection based on mutual fund holdings: Evidence from large-cap funds

RA Weigand, S Belden, TJ Zwirlein - FINANCIAL SERVICES REVIEW …, 2004 - Citeseer
In this study, we investigate whether individual investors should consider the weightings
mutual fund managers place on the stocks held in their funds when making stock selection …

Stock selection based on Morningstar's ten-year, five-star general equity mutual funds

AL Loviscek, WJ Jordan - Financial Services Review, 2000 - Elsevier
Recent research suggests that the individual investor can build stock portfolios that
outperform broad market indices. Based on this research and on evidence supporting the …

Does active management work?: Evidence from equity sector funds

CY Lin - Financial Services Review, 2014 - openjournals.libs.uga.edu
This study presents considerable evidence that equity sector mutual funds, the nine Fidelity
Select Portfolios here, have provided better after-expense returns against broader market …