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On Persistence in Mutual Fund Performance

1997·16.771 Zitationen·The Journal of FinanceOpen Access
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16.771

Zitationen

1

Autoren

1997

Jahr

Abstract

ABSTRACT Using a sample free of survivor bias, I demonstrate that common factors in stock returns and investment expenses almost completely explain persistence in equity mutual funds' mean and risk‐adjusted returns. Hendricks, Patel and Zeckhauser's (1993) “hot hands” result is mostly driven by the one‐year momentum effect of Jegadeesh and Titman (1993) , but individual funds do not earn higher returns from following the momentum strategy in stocks. The only significant persistence not explained is concentrated in strong underperformance by the worst‐return mutual funds. The results do not support the existence of skilled or informed mutual fund portfolio managers.

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Themen

Financial Markets and Investment StrategiesCorporate Finance and GovernanceAuditing, Earnings Management, Governance
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