Recent studies find evidence that small funds outperform large funds. This fund size effect is
commonly hypothesized to be caused by transaction costs. Due to the lack of transactions …

In this study, we evaluate the performance of Indian fixed-income mutual funds using a
comprehensive sample over a ten-year period from April 2010 to March 2020. We examine …

We studied empirically American no‐load equity mutual funds that invest in European stocks
and keep their managers for more than three years, in order to investigate the persistence of …

The authors examine the factors that influence risk-adjusted returns for bond mutual funds.
The data set is divided into two groups: taxable bond funds and municipal bond funds. The …

Mit Hilfe der portfoliobasierten Analysemethodik, dem genauesten Verfahren zur
Identifizierung des Investmentstils untersucht Andreas Postert den Anlagestil von 78 in …

Current practice has equity managers being hired to represent a particular" style" box
limiting them to stocks with characteristics fitting that box, for example, small-cap value or …

This paper focuses on American equity mutual funds that invest in European Markets and
keep their managers for more than three years to analyze performance and style …

Portfolio managers change investment styles for various reasons. This is called “style drift.”
Although the motivations behind changing styles vary and are difficult to quantify, it is …

Discussions of the analysis of mutual funds are followed by checklists to ease the analysis
and selection of specific mutual funds and fund portfolios. The book is thus designed for …

I investigated the effects of the 2010 SEC regulatory reforms on portfolio characteristics and
investment performance of the three major categories of money market mutual funds (MMFs) …