Mutual Funds Risk and Performance Analysis for Decision Making

by Haslem, John

• ISBN13: 9780631215615
• ISBN10: 0631215611
• eBook ISBN(s): 9781405142038
• Edition: 1st
• Format: Hardcover
• Copyright: 2003-03-07
• Publisher: Wiley-Blackwell
• More Book Details
• Purchase Benefits

Summary

This authoritative book enables readers to evaluate the various performance and risk attributes of mutual funds, while also serving as a comprehensive resource for students, academics, and general investors alike. Avoiding the less useful descriptive approach to fund selection, this book employs a balanced approach including both technique and application. The chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis. Enables readers to analyze mutual funds by evaluating a fund's various performance and risk attributes. Includes templates, which provide an efficient, sound approach to fund analysis, interpretation of results, buy/sell decisions, and the timing of decisions. Combines clear summaries of existing research with practical guidelines for mutual fund analysis.

Author Biography

John A. Haslem is Professor Emeritus of Finance in the Smith School of Business at the University of Maryland, College Park.

Table of Contents

Preface

Understanding Mutual Funds

Mutual Fund Service Advantages

Mutual Fund Service Advantages: Professional Management

Mutual Fund Service Disadvantages

Mutual Fund Service Disadvantages: Expenses

Long-Term Investing in Mutual Funds

Portfolio Diversification Risk and Equity Style Allocation

Mutual Fund Performance Measures and Buy/Sell Decision Criteria

Mutual Fund Performance and Portfolio Investment Style Allocations

Actively Managed versus Passively Managed Funds: The Search for Managers

Mutual Funds: The Next Generation

Economic and Market Indicators: Knowledge, Not Faith

Index

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