Unleashing the Potential: Fixed Income for Stock-like Returns
Aaron Levitt
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With bond prices low and yields high, fixed income investments could be very...
The question for investors is: does the evidence demonstrate that active managers are able to take advantage of the opportunity that style drifting provides, or is it the case that the ability to style drift is one “fraught with opportunity?”
They note that since March 2001, SEC regulations require that mutual funds invest at least 80% of assets according to the investment objective implied by their names. Prior to 2001, the regulation specified an allocation of 65% to the implied investment strategy. The authors used The Center for Research in Security Prices (CRSP) Survivor-Bias-Free U.S. Mutual Fund Database and covered the period from 1995 through 2010. The study included more than 600 small-cap funds. The following is a summary of their findings:
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Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
The question for investors is: does the evidence demonstrate that active managers are able to take advantage of the opportunity that style drifting provides, or is it the case that the ability to style drift is one “fraught with opportunity?”
They note that since March 2001, SEC regulations require that mutual funds invest at least 80% of assets according to the investment objective implied by their names. Prior to 2001, the regulation specified an allocation of 65% to the implied investment strategy. The authors used The Center for Research in Security Prices (CRSP) Survivor-Bias-Free U.S. Mutual Fund Database and covered the period from 1995 through 2010. The study included more than 600 small-cap funds. The following is a summary of their findings:
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...