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Identifying stewardship mutual funds for individual investors

Haslem, John A. - In: The journal of investing 22 (2013) 1, pp. 104-111

Persistent link: https://www.econbiz.de/10009725069

Issues in mutual fund distribution

Haslem, John A. - In: The journal of wealth management 18 (2015/2016) 4, pp. 36-58

Persistent link: https://www.econbiz.de/10011434916

Mutual fund "soft-Dollar" arrangements : analysis and findings

Haslem, John A. - In: The journal of wealth management 19 (2016) 2, pp. 101-107

Persistent link: https://www.econbiz.de/10011559441

Morningstar mutual fund measures and selection model

Haslem, John A. - In: The journal of wealth management 17 (2014/15) 2, pp. 19-30

Persistent link: https://www.econbiz.de/10010401018

Sentiment issues in stock prices and mutual funds

Haslem, John A. - In: The journal of wealth management 17 (2014/15) 4, pp. 43-49

Persistent link: https://www.econbiz.de/10010490107

Mutual funds : risk and performance analysis for decision making

Haslem, John A. - 2003

Persistent link: https://www.econbiz.de/10001678993

Mutual Funds and 401(K) Pension Plan Fees, Services, and Performance

Haslem, John A. - 2012

Mutual funds are the primary providers of investment management services to 401(k) pension plans. These plans are complex to operate and administer and subject to multiple regulators. Third-party revenue sharing is used to pay some portion of plan service provider costs, other than employer/plan...

Persistent link: https://www.econbiz.de/10013114185

Mutual Funds and Investor Choice : Paths to the 'Wizards of Advertising and Overconfidence'

Haslem, John A. - 2012

advertising dominates the choices of unsophisticated investors. Advertising appeals to investor emotions by resonating with … current beliefs, not by providing information that enables more informed fund choices. Choices of unsophisticated investors … are dominated by fund advertising - The Wizards of Advertising.”Sophisticated investors with self-assessed above average …

Persistent link: https://www.econbiz.de/10013116051

Mutual Funds : To Index or Not to Index

Haslem, John A. - 2012

succinctly make the current case for index funds. Rubinstein believes investors spend too much time on research and trade too few … the rational investor sense. Nonetheless, he still concludes that investors on both sides of the argument " ...should …

Persistent link: https://www.econbiz.de/10013104924

Data Envelopment Analysis of Morningstar's Large-Cap Mutual Funds

Haslem, John A. - 2012

What the study findings say is that there are identified input/output and profile variables that are significantly different between the Morningstar 500's (1999) large-cap mutual funds that are DEA performance efficient and inefficient. The Sharpe Index represents the DEA output variable. That...

Persistent link: https://www.econbiz.de/10013105406