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 …
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 …
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 …
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 …
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 …
passively managed mutual funds between 1991 and 2019 and finds that there is no …
Picking funds with confidence
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 …
portfolio holdings and fund return information to eliminate funds with predicted inferior …
What Happens with More Funds than Stocks?
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 …
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 …
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 …
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 …
Select Portfolios here, have provided better after-expense returns against broader market …