We develop a new rating of mutual funds: the atpRating. The atpRating assigns crowns to
each individual mutual fund based upon the costs an investor pays when investing in the …

Purpose–This paper aims to contribute the existing finance literature by examining whether
the ratings of Morningstar in Australia provide useful information for an investor by way of …

A rating is a score given to some subject by a rater that can be either a person, ie a judge or
an expert, or a tool, such as a diagnostic test or a performance measure, among others. The …

A central issue for managers or investors in portfolio management of assets is to select the
assets to be included and to predict the value of the portfolio, given a variety of historical and …

Abstract In July 2002, Morningstar unveiled a revised star-rating system designed to
eliminate the style-based bias of the old system. The new system includes two innovations …

This paper compares the performance of a quadratic utility function and discusses how to
change its characteristic parameter, ARA, so that rating is consistent with return and risk …

This thesis analyzes the effect of Morning rating changes in equity funds available for sale in
Norway. A study carried out in USA (Del Guercio & Tkac, 2008), reported that the …

The number of mutual funds has grown increasingly in recent years. This fact implies that
choosing particular mutual funds requires considerable investor effort in terms of collecting …

This chapter is concerned with implications of statistical methods for practical problems in
Finance for millions of common people. After some introductory discussion of Financial …

Yatırımcılara sağlamış olduğu çeşitli avantajlardan dolayı, tasarruflarını sermaye
piyasalarında değerlendirmeyi arzulayan yatırımcılar tarafından tercih edilebilen yatırım …