This study provides in-depth coverage of important findings surrounding the question of why investors continue to buy underperforming actively managed mutual funds. This issue is complicated by the finding active managers have skill that allows them to add fund value, but which is not shared...

Since the 2003 mutual funds scandal, it has become quite clear that thoughtful, long-term individual investors should focus on identifying and investing in stewardship funds. The purpose of this study is to provide readily available approaches for individual investors to use in the...

This study examines the nature of the influences that can and often do have indirect negative impacts on mutual fund shareholders. The first influence is fund market monopolistic competition, which lessens competition on the basis of prices charged shareholders. The second influence are fund...

Since the 2003 mutual funds scandal, it has become quite clear that thoughtful, long-term individual investors should focus on identifying and investing in stewardship funds. The purpose of this study is to provide readily available approaches for individual investors to use in the...

This study provides in-depth coverage of important findings surrounding the question of why investors continue to buy underperforming actively managed mutual funds. This issue is complicated by the finding that active managers have skill that allows them to add fund value, but that is not shared...

This study examines the nature of the influences that can and often do have indirect negative impacts on mutual fund shareholders. The first influence is fund market monopolistic competition, which lessens competition on the basis of prices charged shareholders. The second influence are fund...

For investor and institutional class index mutual funds that track the S&P 500 Index, there are just 25 funds with statistically low expense ratios (management fee findings are found above). However, there are only five index funds - all investor class - with statistically very high and...

Domestic-hybrid mutual funds vary with respect to investment objective, active or index management, proportions of stocks and bonds, and the mix of stock cap size/investment style and, therefore, risk.There are several types of domestic-hybrid mutual funds that apply various stock/bond...

For investor and institutional class index mutual funds that track the S&P 500 Index, there are just 25 funds with statistically low expense ratios (management fee findings are found above). However, there are only five index funds — all investor class — with statistically very high and...