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- Mutual Fund Tax Efficiency
- Mutual fund performance is commonly measured in gross (i.e. pre-tax and pre-inflation) returns. Unlike inflation, the impact of taxes on equity returns varies widely among investors. While some investors have a high marginal tax rate, others have a very low one. Inflation, on the other hand, is uniform in its...
- White papers 2000-12-01
Additional Resources
- Explaining After-Tax Mutual Fund Performance
- Published research on the topic of mutual fund performance focuses almost exclusively on pretax returns. For U.S. mutual fund investors holding positions in taxable accounts, however, what matters is the after-tax performance of their portfolios. It analyzed after-tax returns on a large sample of diversified U.S. equity mutual funds for...
- White papers 2002-02-01
- Spanning the globe to check up on mutual fund performance.(Statistical Data Included)
- Spanning the globe to check up on mutual fund performance EMERGING MARKETS ...
- Research articles 1999-11-08
- Mutual Fund Fees Jump 5 Percent
- While you wait for your portfolio to climb out of the basement, fund companies are siphoning off a bigger share of your cash. An exclusive analysis for MoneyWatch.com by investment...
- Articles 2009-08-17
- Mutual Fund Performance: An Empirical Decomposition into Stock-Picking Talent, Style, Transactions Costs, and Expenses
- Article discuses the use of a new database to perform a comprehensive analysis of the mutual fund industry. It find that funds hold stocks that outperform the market by 1.3 percent per year, but their net returns under perform by one percent. Of the 2.3 percent difference between these results,...
- White papers 2000-08-01
- IPOs and Mutual Fund Returns
- Recent research on mutual fund performance has ignored the impact of initial public offering on mutual fund performance. This article shows that the real estate mutual funds returns, at least in the 1990's, are almost entirely a function of REIT IPO returns, and that, after controlling for the REIT IPO...
- White papers 2001-08-01
- New options use mutual fund indices.(Chicago Board of Trade to introduce two new contracts based on Lipper/Salomon Growth Mutual Fund Index and Lipper/Salomon Growth and Income Mutual Fund Index)
- Two new index option contracts derived from mutual fund performance will begin trading on the Chicago Board Options Exchange on Dec. 3,1997. Two new index option contracts derived from mutual fund performance will begin trading on the Chicago Board Options Exchange on ...
- Research articles 1997-11-03
- Staying The Course: The Impact Of Investment Style Consistency On Mutual Fund Performance
- While a mutual fund's investment style influences the returns it generates, little is known about how a manager's execution of the style decision might affect performance. Using multivariate techniques for measuring the consistency of a portfolio's investment mandate, this article demonstrate that more style-consistent funds tend to produce higher total...
- White papers 2002-03-08
- Performance gap: Value benchmark harder to beat, says mutual fund study; Yet most growth funds handily surpass their indexes, SEI says.(SEI Investments report)
- Despite the fact that domestic value equities have outperformed domestic growth equities over the last decade, a study of mutual fund performance finds value funds have had a more difficult time bettering their benchmarks than growth funds. The re Despite the fact that...
- Research articles 2002-05-27
- Mutual Fund Performance With Learning Across Funds
- This paper is based on the premise that knowledge about the alphas of one set of funds influences an investor's beliefs about other funds. This is true insofar as an investor's expectation about the performance of a fund is partly a belief about the abilities of mutual fund managers as...
- White papers 2002-12-01
- The Truth Behind Mutual Fund Returns
- The article elaborates about the truth behind the Mutual Fund Returns. Perhaps John Bogle founder of Vanguard had it right when he started advocating the idea that index funds are the only mutual fund investors should buy. When the investor takes into account the super-low management fees, this argument for...
- White papers
- Does Fund Size Erode Mutual Fund Performance? The Role of Liquidity and Organization
- This article investigates the effect of scale on performance in the active money management industry. It first document that fund returns, both before and after fees and expenses, decline with lagged fund size, even after adjusting these returns by various performance benchmarks. It then explores a number of potential explanations...
- White papers 2003-01-01
- Charles Jaffe: Envision mutual fund performance with caution
- SEC fines investment group for failing to disclose how IPO stocks might affect company's growth fund. Most mutual fund advertisements carry a warning that past performance is no guarantee of future returns. Last week, the Securities and Exchange Commission issued a big reminder of how true...
- Research articles 1999-09-17
- The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance
- This paper examines the potential effects of more frequent portfolio disclosure on the performance of mutual funds. This study concludes that, with more frequent portfolio disclosure, the total return shareholders receive from mutual fund investments would likely be lower than that under the current disclosure standard. The principal reasons for...
- White papers 2001-06-01
- TIPS for Inflation: August 2009 Mutual Fund Focus
- News and analysis from Standard & Poor's MarketScope AdvisorLike income taxes, junk mail, health care reform, and Barry Manilow, some things just don't go away. For investors, inflation is the guest that won't leave, reappearing unexpectedly from some hidden recess at the most inconvenient moment.As it turns out, Wall Street...
- News items 2009-08-25
- Tune Out Mutual Fund Horse Race Reporting
- For better or worse (mostly, in my strong opinion, the latter) most mutual fund reporting makes investing seem like a horse race: Here's who won over the past year or so, along with some analysis that attempts to explain those results. That's not surprising, of course. Investing is a bottom-line...
- Blog posts 2009-10-05
- Real Estate Mutual Funds: Performance and Persistence
- This paper studies performance of real estate mutual funds between 1993 and 2001. The results indicate that real estate mutual funds do not provide positive abnormal performance on average. Fund performance largely is determined by performance of the real estate sector as a whole. Impacts of risk factors such as...
- White papers 2003-01-01
- When Less Is More (What Is The Value Of A Mutual Fund Manager's Tenure?)
- What is the value of a mutual fund manager's tenure? Do they improve with experience or are they merely an expensive adornment? In short, does a fund manager with more time at the helm "manage" a portfolio any differently than a manager new to a fund? Article provides the explanation...
- White papers 2003-01-01
- MERRILL LYNCH MUTUAL FUND ASSETS DROP 6% IN 1998: BUT INSTITUTIONAL AND 401(K) ASSETS GREW.
- NEW YORK -- Merrill Lynch & Co. Inc.'s long-term mutual fund assets dropped 6% last year -- nearly $5 billion. Poor performance in a number of its flagship mutual funds and an out- of-favor value investing bias convinced many retail investors t NEW YORK...
- Research articles 1999-02-08
- Mutual Fund Survivorship
- This paper offers a comprehensive study of survivorship issues, in the context of mutual fund research, using the mutual fund data set of Carhart (1997). The paper finds that funds in the sample disappear primarily because of multi-year poor performance. Then it demonstrates analytically that this survival rule typically causes...
- White papers 2000-09-12
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