Characteristics of Winning Mutual Funds

Israelsen, Craig L.
April 1998
Journal of Financial Planning;Apr98, Vol. 11 Issue 2, p78
Academic Journal
The article presents an analysis of the characteristics of mutual funds in the U.S. The number of mutual funds in the U.S. have been growing since the 1990s. The mutual fund characteristics analyzed in this article included: load versus no-load, expense ratio, 12b-1 fee, net assets, manager tenure and turnover ratio. The following were also included in the analysis: five-year annualized load-adjusted return, Morningstar star rating, years in operation, 12-month yield, front-end and deferred sales loads. Two criteria were used in the analysis. First, only funds that were in existence for the full five-year period from January 1, 1992, to December 31, 1996, were included in the analysis. Second, the analysis covered only equity funds.


Related Articles

  • Structured argument.  // Money Marketing;9/7/2006, p56 

    The article examines how structured investment products can take advantage of popular investment themes in Great Britain. The structured product industry has evolved from 100 percent capital protected funds to more innovative products such as the inclusion of locking in of returns and constant...

  • A New-Fangled Solution. HERSCH, WARREN S. // National Underwriter / Life & Health Financial Services;8/22/2011, Vol. 115 Issue 16, p33 

    In this article, the author discusses on alternative investments which are viewed by asset managers as an indispensable component of a client's portfolio because it can increase returns while mitigating risk in volatile markets. He notes that much of money invested in mutual fund alternatives...

  • Mutual Fund Scorecard.  // Money Management Executive;10/27/2003, Vol. 11 Issue 42, p16 

    Presents a chart of top 50 mutual funds in the U.S., as of August 2003.

  • ETF Assets Rise 2.2%. Madhur, Smita // Money Management Executive;5/2/2005, Vol. 13 Issue 17, p2 

    The article presents information about exchange traded funds (ETF) in the U.S. According to the Investment Company Institute, total assets in the U.S.'s exchange-traded funds in March 2005 reached $228.7 billion. Assets of equity index ETFs surged by $3.67 billion, to $217.4 billion in March...

  • Taking Exit Rights Seriously: Why Governance and Fee Litigation Don't Work in Mutual Funds. Morley, John; Curtis, Quinn // Yale Law Journal;Oct2010, Vol. 120 Issue 1, p84 

    Unlike shareholders of ordinary companies, mutual fund shareholders do not sell their shares - they redeem them from the issuing funds for cash. We argue that this unique form of exit almost completely eliminates mutual fund investors' incentives to use voting, boards, and fee liability....

  • Stable Value Stages a Comeback. Morgan, John // Money Management Executive;8/3/2009, Vol. 17 Issue 31, p1 

    The article focuses on the increased demand for stable-value funds in response to the plummet in financial markets. It mentions that the need for safer, conservative financial products has been triggered by the financial crisis wherein higher fees and lower returns compared to stocks and bonds...

  • AXA to list property fund. Taylor, Mike // Money Management;8/28/2008, Vol. 22 Issue 32, p8 

    The article reports on the intention of financial services house AXA SA in listing its AXA Wholesale Australia Property Fund in the Australian Securities Exchange (ASX) at the end of 2008. Accordingly, AXA stresses that the fund and the Australian Property Fund would end taking any additional...

  • Mutual Fund and Hedge Fund Chiefs Clash over Regulation. Ackermann, Matt // American Banker;6/23/2004, Vol. 169 Issue 120, p7 

    The new president of the Investment Company (ICI) Institute told a press luncheon in New York Monday that hedge funds should be subject to as much regulatory scrutiny as mutual funds have drawn in the wake of trading scandals, but the head of a hedge fund group calls this "a diversionary...

  • Standard & Poor's Top 10s.  // Money Marketing;6/30/2005, p30 

    Presents graphs depicting the performance of top ten unit trusts, investment trusts and insurance funds in Great Britain.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics