Mutual fund performance
- The Past, Present, and Future of the Index EffectJennifer Bender, Rohit Nagori and Mitesh TankThe Journal of Index Investing November 2019, 10 (3) 15-37; DOI: https://doi.org/10.3905/jii.2019.1.076
- Optimal Glide Path Selection for Low-Volatility AssetsWei GeThe Journal of Index Investing November 2019, 10 (3) 70-84; DOI: https://doi.org/10.3905/jii.2019.1.073
- Capture Ratios: Seizing Market Gains, Avoiding Losses, and Attracting Investors’ FundsTimothy Marlo and Jeffrey R. StarkThe Journal of Investing November 2019, 29 (1) 80-94; DOI: https://doi.org/10.3905/joi.2019.1.100
- Do Health Care Mutual Funds Provide Healthy Risk-Adjusted Returns?Srinidhi Kanuri and Davinder MalhotraThe Journal of Wealth Management November 2019, jwm.2019.1.090; DOI: https://doi.org/10.3905/jwm.2019.1.090
- Attributes and Implications of Mutual Fund Revenue Sharing and “Defensive” 12b-1 FeesJohn A. HaslemThe Journal of Wealth Management October 2019, 22 (3) 134-139; DOI: https://doi.org/10.3905/jwm.2019.1.085
- Managing the Downside of Active and Passive Strategies—Part 1: Convexity and FragilitiesRaphael DouadyThe Journal of Portfolio Management October 2019, 46 (1) 25-37; DOI: https://doi.org/10.3905/jpm.2019.1.112
- Mutual Fund Manager Education Background and ActivenessAron Gottesman and Matthew MoreyThe Journal of Investing September 2019, 28 (6) 128-139; DOI: https://doi.org/10.3905/joi.2019.28.6.128
- Are Actively Managed Mutual Funds Per Se Imprudent Choices for 401(k) Plans?Atanu Saha and Heather RobertsThe Journal of Retirement July 2019, 7 (1) 58-77; DOI: https://doi.org/10.3905/jor.2019.1.054
- The “Small World” of Private Equity FundsGianfranco Gianfrate and Francesco BrambatiThe Journal of Private Equity February 2019, 22 (2) 27-35; DOI: https://doi.org/10.3905/jpe.2019.22.2.027
- Factor Investing from Concept to ImplementationEduard van Gelderen, Joop Huij and Georgi KyosevThe Journal of Portfolio Management February 2019, 45 (3) 125-140; DOI: https://doi.org/10.3905/jpm.2019.45.3.125
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