Essays about: "U.S Mutual Funds"
Showing result 1 - 5 of 13 essays containing the words U.S Mutual Funds.
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1. Active versus passive: Does increased investments in passive funds have an effect on active fund performance?
University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomiAbstract : In recent decades, there has been a shift towards investing in passively managed funds. Grossman and Stiglitz (1980) describe in their theoretical paper how the share of uninformed investors is positively correlated to the utility of being informed. READ MORE
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2. FEES IN SUSTAINABLE MUTUAL FUNDS : The relationship between the return on sustainable mutual funds and the total expense ratio in the U.S. and Sweden
University essay from Umeå universitet/FöretagsekonomiAbstract : This thesis investigates the relationship between the total expense ratio and the 5-year performance to last month for sustainable mutual funds registered in Sweden and the United States. The increasing amount of mutual funds and the shift towards sustainability in the society gives cause to study the relationship between the total expense ratio and the performance of sustainable mutual funds rather than conventional mutual funds. READ MORE
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3. Value funds - is price what you pay and value actually what you get?
University essay from Handelshögskolan i Stockholm/Institutionen för finansiell ekonomiAbstract : This paper examines the consistency in exposure to the value factor of U.S. value funds in relation to their performance. We use data from the WRDS database from 2000 to 2021 and apply the Carhart 4-factor model on 71 funds. READ MORE
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4. SWEDISH MUTUAL EQUITY FUND PERFORMANCE - A COMPARATIVE STUDY OF SWEDISH FUNDS INVESTING IN SWEDEN & THE U.S.
University essay fromAbstract : The purpose of this thesis is to investigate the performance of Swedish mutual equity funds that primarily invest in either the Swedish or the U.S. market. Complementing prior research, we emphasis the relative performance differences between two markets and compare different portfolios with domestic indices. READ MORE
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5. Competition in the U.S. Mutual Fund Industry: A performance evaluation of actively managed domestic equity mutual funds
University essay from Lunds universitet/Nationalekonomiska institutionenAbstract : I evaluate a total of 204 U.S. equity mutual funds split into one major group and one additional group for the time period 2002-2016. The major group consists of the ten largest U. READ MORE