Mutual fund performance
- Mutual Fund Negative General Effects on Shareholder PerformanceJohn A. HaslemThe Journal of Wealth Management April 2018, 21 (1) 51-56; DOI: https://doi.org/10.3905/jwm.2018.21.1.051
- The Curious Case of the Mid-Cap PremiumWei GeThe Journal of Index Investing February 2018, 8 (4) 22-30; DOI: https://doi.org/10.3905/jii.2018.8.4.022
- Is Target-Date Mutual Fund Underperformance Rational?William F. Johnson and Srinidhi KanuriThe Journal of Investing February 2018, 27 (1) 87-97; DOI: https://doi.org/10.3905/joi.2018.27.1.087
- The Road Not TakenJohn C. BogleThe Journal of Portfolio Management October 2017, 44 (1) 83-90; DOI: https://doi.org/10.3905/jpm.2017.44.1.083
- Mutual Fund Revenue Sharing and Defensive 12b-1 Plans: “Oz Revisited”John A. HaslemThe Journal of Wealth Management October 2017, 20 (3) 65-74; DOI: https://doi.org/10.3905/jwm.2017.20.3.065
- Dynamic Liquidity and Mutual Fund PerformanceQiang Bu and Nelson LaceyThe Journal of Investing August 2017, 26 (3) 77-88; DOI: https://doi.org/10.3905/joi.2017.26.3.077
- The Impact on Stock Returns of Crowding by Mutual
FundsLigang Zhong, Xiaoya (Sara) Ding and Nicholas S.P. TayThe Journal of Portfolio Management July 2017, 43 (4) 87-99; DOI: https://doi.org/10.3905/jpm.2017.43.4.087 - Mutual Fund Economies of Scale: Nature and SourcesJohn A. HaslemThe Journal of Wealth Management April 2017, 20 (1) 97-124; DOI: https://doi.org/10.3905/jwm.2017.20.1.097
- Should Preferred Stock Funds Be Included in Mutual
Fund Portfolios?Anthony L. LoviscekThe Journal of Wealth Management April 2017, 20 (1) 83-96; DOI: https://doi.org/10.3905/jwm.2017.20.1.083 - Mutual Fund Portfolio Manager Structures: Attributes, Implications, and PerformanceJohn A. HaslemThe Journal of Wealth Management January 2017, 19 (4) 115-127; DOI: https://doi.org/10.3905/jwm.2017.19.4.115
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