Market timing and mutual fund performance
- The road to recovery. Williamson, Christine // Pensions & Investments;12/24/2001, Vol. 29 Issue 26, p1
Reports the move of investment advisers for the economic recovery in the United States. Performance of the stock market; Observation of the mutual fund data; Benefit of the technology related companies on the recovery.
- The Sharpe ratio's market climate bias: Theoretical and empirical evidence from US equity mutual funds. Krimm, Sebastian; Scholz, Hendrik; Wilkens, Marco // Journal of Asset Management;Aug2012, Vol. 13 Issue 4, p227
This article analyses the impact of market climates on the Sharpe ratios (SRs) of funds. On the basis of a common factor model, we derive analytically how market climates impact the SR - taking into account the abilities of fund managers. This applies especially to the mean of the market returns...
- How to Make Money in ETFs--and How Not To. // Money;Jan2009, Vol. 38 Issue 1, p27
The author examines exchange-traded funds (ETFs) and offers suggestions for how to ascertain the most return on investment from them. He states that financial advisers view ETFs as a threat because they allow individuals to create simple portfolios at a low cost. He applauds specific ETFs, such...
- Activist Funds Fight Their Way to Gains. Taub, Stephen // AR Magazine;Jul2013, Vol. 5 Issue 7, p1
Buoyed in part by a rising stock market, fund managers that pick corporate fights are producing solid returns for the first half of the year.
- Wall Street panicky, Main Street steady--eyes on goals. Tyson, James L. // Christian Science Monitor;4/3/97, Vol. 89 Issue 89, p8
Looks at the concern of owners of equity mutual funds that the stock market gains in the United States could reverse. Efforts of equity mutual funds to prepare for a possible stock market recession; Comments from Tracy Gordon, spokesman for Charles Schwab Corporation; Drop of Dow Jones...
- Subadvisers are making their mark. Williamson, Christine // Pensions & Investments;5/4/1998, Vol. 26 Issue 9, p30
Presents information on a study which examined fiancial returns on the mutual funds stock exchange in the United States for the month of May 1998. Percentage of subadvisers management of all long-term mutual funds; Increase in the median management fee for subadvised funds; Comparison of the...
- When the good times stop rolling. Curtis, Carol E. // U.S. Banker;Jun98, Vol. 108 Issue 6, p24
Contends that when the bull market being experienced in 1998 comes to an end that many mutual fund companies will suffer. Reference to the report `Asset Management in the 21st Century: New Rules, New Game' from Goldman, Sachs and Company; Contention that banks will be among those hit the...
- Top US mutual fund managers discuss `information overload'. // Hudson Valley Business Journal;07/07/97, Vol. 8 Issue 5, p16
Reports on the gathering of the United States' top ranked mutual fund managers in Boston, Massachusetts to discuss the dynamic stock market, opportunities for investors and issues that influence investment decisions. Roundtable discussion led by Michael D. Hirsch; Continued volatility in the...
- Equity funds reign, but investors seen hedging a bit. Kapiloff, Howard // American Banker;10/31/1995, Vol. 160 Issue 210, p24
Reports on the continued growth of the stock mutual fund market in the United States. Signs of bank brokerage clients becoming wary of equity markets; Shift of consumer preferences toward bonds; Increase in net new sales of bond funds in September 1995.