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.


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