There are several types of domestic-hybrid mutual funds that apply various stock/bond allocations in efforts to provide full diversification in one portfolio. These “one-stop shopping” funds were initially designed to simplify decision making for long-term investors and pension plan...

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...

The overall evidence indicates that small-cap mutual funds with largest total assets are the most managerially efficient, as defined by DEA. And, this efficiency comes with conservative portfolio investment style attributes consistent with a strong value style of investing

This study examines stated return preferences of individual investors. First, evidence suggests investors sort themselves into groups by return preferences. Identifiable, systematic, and statistically significant differences exist across investor groups.There appear to be at least two investor...

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...