Shining the Sun on Mutual Fund Portfolios

Bullard, Mercer
October 2000
Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p130
Academic Journal
Mutual funds are the investment choice for Americans, but funds are failing to adequately disclose their portfolios, contends the author. The SEC is scrutinizing portfolio disclosure and portfolio "manipulation," but in the meantime investors and their advisors must be vigilant. The author examines such practices as style manipulation, window dressing, portfolio pumping, misleading fund names, portfolio overlap, and limited portfolio information.


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