教師資料查詢 | 類別: 期刊論文 | 教師: 廖怡晴 LIAO, YI-CHING (瀏覽個人網頁)

標題:Do screening approaches matter in mutual fund investments?
學年103
學期2
出版(發表)日期2015/02/01
作品名稱Do screening approaches matter in mutual fund investments?
作品名稱(其他語言)
著者Paoyu Huang; Yi-ching Liao; Yensen Ni
單位
出版者
著錄名稱、卷期、頁數Investment Management and Financial Innovation 12(1), p.69-75
摘要The authors argue that how to screen mutual funds to derive satisfactory returns would be a worthwhile topic for investigation, since investors seem unsatisfied with their returns on mutual fund investments as their expectations. However, the screening approaches related to mutual funds seem rarely explored in the relevant studies. We then explore whether employing three screening approaches employed in Taiwan would enhance the profitability of mutual fund investments. This study also takes the lump sum (LS) and dollar-cost average (DCA) investments as well as the take-profit and stop-loss mechanism into account due to the concern of investors’ behaviors. The results reveal that these screening approaches would matter for Taiwan mutual fund investments, LS investments yield better results than DCA investments, and mutual fund investments without take-profit and stop-loss outperform those with take-profit and stop-loss. These findings indicate that these screening approaches, LS and DCA, and take-profit and stop-loss mechanism would matter for mutual fund investments
關鍵字mutual funds;screening approaches;dollar-cost average
語言英文
ISSN1810-4967
期刊性質國外
收錄於
產學合作
通訊作者
審稿制度
國別烏克蘭
公開徵稿
出版型式,電子版,紙本
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