Mutual fund fees and performance: new insights

Sharon Garyn-Tal ()

Journal of Economics and Finance, 2015, vol. 39, issue 3, 454-477

Abstract: Previous research suggests that expense ratios as well as rear loads influence mutual funds performance. The analysis of over 1,395 U.S non-specialized mutual funds in 2001–2010 confirms that there are statistically significant relations between funds expense ratios and alpha and between rear loads and alpha. But when taking into consideration funds classification, I find that within each classification group there are no such consistent relations (and mostly no relations at all) between the expenses and loads the funds charge and the alphas they earn. Copyright Springer Science+Business Media New York 2015

Keywords: Mutual Funds; Performance; Fees; Funds Classifications; G11; G12 (search for similar items in EconPapers)
Date: 2015
References: View references in EconPapers View complete reference list from CitEc
Citations: View citations in EconPapers (1)

Downloads: (external link)
http://hdl.handle.net/10.1007/s12197-013-9257-z (text/html)
Access to full text is restricted to subscribers.

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:spr:jecfin:v:39:y:2015:i:3:p:454-477

Ordering information: This journal article can be ordered from
http://www.springer. ... cs/journal/12197/PS2

DOI: 10.1007/s12197-013-9257-z

Access Statistics for this article

Journal of Economics and Finance is currently edited by James Payne

More articles in Journal of Economics and Finance from Springer, Academy of Economics and Finance Contact information at EDIRC.
Bibliographic data for series maintained by Sonal Shukla () and Springer Nature Abstracting and Indexing ().