Purpose - The purpose of this paper is to examine socially responsible investment (SRI) fund performance and investigate the factors influencing fund performance. Design/methodology/approach - The study uses return data from the Morningstar database for 152 SRI funds from January 1995 to May...

Purpose - The purpose of this paper is to examine the performance of US mutual funds that invest primarily in emerging market equities and bonds. Design/methodology/approach - The study adopts the Morningstar classification of mutual funds and uses the Lipper US Mutual Fund Database through...

The Savvy Investor's Guide to Pooled Investmentsoffers a practical guide to anyone interested in gaining a basic understanding of mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, and real estate investment trusts. It uses a Q&A format to examine what you want and...