Essays about: "Equity mutual funds’ performance"

Showing result 6 - 10 of 72 essays containing the words Equity mutual funds’ performance.

1. 6. Smart Money and Mutual Fund Family

   University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomi

   Author : Zachary Matteucci; [2022]
   Keywords : Mutual Fund; Mutual Fund Family; Smart Money; Dumb Money; Mutual Fund Flow;

   Abstract : This paper studies the smart money effect within mutual fund families by looking at monthly US equity open-ended mutual fund data between 2011 and 2019. Investors' money is said to be smart when it is able to predict future performance. READ MORE

3. 7. ESG and Risk-Adjusted Performance : A study on equity funds under Swedish management during the COVID-19 pandemic

   University essay from Södertörns högskola/Nationalekonomi

   Author : Clarissa Mao; Jawid Safa; [2022]
   Keywords : Socially responsible investment; ESG; Risk-adjusted performance; portfolio risk and standard deviation;

   Abstract : This research study examines the risk-adjusted performance and portfolio risk of 60 large cap equity funds - mutual funds - under Swedish management. These funds apply environmental, social and governance criteria in their investment strategies. READ MORE

4. 8. Morningstar Ratings, Mutual Fund Flows and Performance : Investigating the Swedish Domestic Fund Market

   University essay from KTH/Skolan för industriell teknik och management (ITM)

   Author : DAVID OHLSSON; [2021]
   Keywords : Morningstar Ratings; Mutual Funds; Fund Flows; Performance; Four-Factor Alpha; Sharpe Ratio; Morningstar Ratings; Fonder; Fondflöden; Prestanda; Carharts Alfa; Alfa; Sharpekvot;

   Abstract : Morningstar ratings are a popular way for investors to compare mutual funds. This thesis focuses on Swedish domestic equity funds. The relation of Morningstar ratings and fund flows was studied. Additionally, the short-term performance predictability using star ratings was investigated. READ MORE

5. 9. The Performance of Socially Responsible Investments : Are Swedish mutual funds forced to pay a price for doing good?

   University essay from Jönköping University

   Author : Gordon Molander; Carl Jönsson Asp; [2021]
   Keywords : SRI; ESG; Mutual Equity Funds; Conventional; Fund Performance; Portfolio Analysis;

   Abstract : The financial performance of Socially Responsible Investing (SRI) strategies is heavily debated in the modern age. Due to lack of evidence on Swedish SRI performance, Swedish investors are uncertain about placing their financial assets in these strategies as they are afraid expected to sacrifice their financial return for doing good. READ MORE

6. 10. Evaluation regarding the US fund market : A comparison between different US fund risk classes and their performance

   University essay from Linnéuniversitetet/Institutionen för ekonomistyrning och logistik (ELO)

   Author : Victor Sjöstrand; Albert Svensson Kanstedt; [2021]
   Keywords : Standard deviation; US Equity Funds; S P 500; CAPM; Efficient Market Hypothesis; random walk.;

   Abstract : The intent of this thesis is to investigate how US equity funds performance differ due to their standard deviation. In order to accomplish this study, we collected daily data for 99 US equity funds for the period 2011-2020 and divided the funds into three risk classification groups based on their standard deviation for the year 2011. READ MORE