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Journal articles on the topic 'Mutual funds'

Author: Grafiati

Published: 4 June 2021

Last updated: 25 July 2025

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1

Rajan, G. B. Sabari, and R. Sivashanmugam R.Sivashanmugam. "Comparative Analysis of Mutual Fund Schemes in TATA Mutual Funds." Indian Journal of Applied Research 3, no. 6 (2011): 371–72. http://dx.doi.org/10.15373/2249555x/june2013/123.

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2

Elton, Edwin J., Martin J. Gruber, and Andre de Souza. "Fund of Funds Selection of Mutual Funds." Critical Finance Review 7, no. 2 (2018): 241–72. http://dx.doi.org/10.1561/104.00000056.

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3

Manoj, Kumar Dash*. "MUTUAL FUND STRATEGY." INTERNATIONAL JOURNAL OF RESEARCH SCIENCE & MANAGEMENT 4, no. 5 (2017): 112–22. https://doi.org/10.5281/zenodo.573533.

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A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. Hedge funds are not mutual funds; they cannot be sold to the general public and are subject to different government regulations. They are generally the most common investment vehicle for retirement plans, such as the 401(k) in the United States.Mutual funds have both advantages and disadvantages compared to direct investing in individual securities.

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4

Thakkar, Prof Jyoti. "Investment in Mutual Funds." Indian Journal of Applied Research 2, no. 1 (2011): 21–23. http://dx.doi.org/10.15373/2249555x/oct2012/9.

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5

Kumawat, Sonal, Hemraj Kumawat, Vaishali Sharma, Pooja Verma, and Priyanka. "Mutual Funds." GIS Business 14, no. 4 (2019): 201–8. http://dx.doi.org/10.26643/gis.v14i4.6241.

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The Indian mutual fund industry witnessed a remarkable performance in the past 30 years. After independence, with the joint effort of the Indian government and the Reserve Bank of India, the establishment of Unit Trust of India marked the beginning of the mutual fund industry in India. With the opening of mutual fund industry in India, investors started taking the advantage of multiple investment opportunities. This leads to increase in savings to the funds along with banks. Mutual funds have given consistent favorable returns over the past year despite of slow growth. For making an investment

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6

Morgan, Angela, Annette Poulsen, Jack Wolf, and Tina Yang. "Mutual funds as monitors: Evidence from mutual fund voting." Journal of Corporate Finance 17, no. 4 (2011): 914–28. http://dx.doi.org/10.1016/j.jcorpfin.2011.04.002.

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7

Hsieh, Lu-Chen, and Ying-Shing Lin. "Inflows and outflows of mutual funds: a performance comparison of funds offered by traditional banks, insurance companies and mutual fund companies." Investment Management and Financial Innovations 15, no. 4 (2018): 258–72. http://dx.doi.org/10.21511/imfi.15(4).2018.21.

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The transformations in internet technology and financial innovation have led to the prevalence of direct finance, causing indirect finance to contract and concerns among traditional banks and insurance channel operators to seek transformation to innovate traditional services with advanced technology applications. The research compares the sales revenue flows of traditional banks, insurance companies, and mutual fund institutions, using quantile regression methods with five mutual fund factors: Jensen’s indexes, expenses, risks, sizes, and turnover rates. The sample statistics from 2001 to 2016

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8

Swain, Susanta, and Dr Ansuman Sahoo. "Investors Perception and Growth Prospects of Mutual Funds: With Special Reference to SBI Mutual Fund." Indian Journal of Applied Research 3, no. 5 (2011): 339–40. http://dx.doi.org/10.15373/2249555x/may2013/101.

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9

Rachmawati, Rina, Sugeng Wahyudi, Irene Rini Demi Pangestuti, and Najmudin . "Funds Manager and Mutual Funds Characteristics on Mutual Funds Performance: Empirical Evidence of Equity Mutual Funds in Indonesia." International Journal of Financial Research 11, no. 2 (2020): 77. http://dx.doi.org/10.5430/ijfr.v11n2p77.

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This study examines the effect of investment fund managers' characteristics in the form of tenure, and mutual fund characteristics with proxy turnover portfolios, market timing and stock selectivity on the performance of stock mutual funds. The research sample is 27 stock mutual funds in Indonesia that were active from 2013 to 2017. On the analysis of the relationships between the characteristics of investment managers and mutual funds characteristics on the performance of stock mutual funds, a series of OLS regressions were run. The panel data regression was included based on using the Eviews

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10

Sari, Kharisma Novita, Moch Sulchan, and Mimah Mutamimah. "Performance Comparison of Mutual Funds and Sharia Mutual Funds." Bukhori: Kajian Ekonomi dan Keuangan Islam 1, no. 1 (2021): 65–77. http://dx.doi.org/10.35912/bukhori.v1i1.600.

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Abstract Purpose: This study aimed to examine the differences in the performance of Islamic mutual funds with mutual funds based on the Sharpe and Jensen method for the 2010-2020 period in the Indonesian Capital Market. Research Methodology: The study uses a quantitative approach to the type of comparative research. The data used is secondary data from OJK. The population used in this study is the capitalization of sharia mutual fund performance data with mutual funds, the period 2010-2020 (monthly data) in the Indonesian Capital Market. Data analysis was carried out using the Sharpe and Jense

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11

Ranparia, Nanjibhai D. "Performance Indicators of Mutual Funds." Indian Journal of Applied Research 3, no. 2 (2011): 35–38. http://dx.doi.org/10.15373/2249555x/feb2013/12.

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12

J. Lilly, J. Lilly, and D. Anusuya D.Anusuya. "Mutual Funds And its Performance." Indian Journal of Applied Research 4, no. 6 (2011): 1–4. http://dx.doi.org/10.15373/2249555x/june2014/195.

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13

McCarthy, David F. "Hedge Funds versus Mutual Funds (2): An Examination of Multialternative Mutual Funds." Journal of Alternative Investments 17, no. 3 (2014): 26–42. http://dx.doi.org/10.3905/jai.2014.17.3.026.

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14

Soussou, Karim, and Abdelwahed Omri. "Mutual Funds’ Performance Sensitivity to Funds’ Attributes. Case Study: Saudi Mutual Funds." Financial Markets, Institutions and Risks 6, no. 4 (2022): 32–50. http://dx.doi.org/10.21272/fmir.6(4).32-50.2022.

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This study contributes to the academic literature on faith-based mutual funds, by offering a comparative investigation of Islamic vs. conventional funds’ performance sensitivity to changes in a list of seventeen relevant funds’ attributes, all in the context of the Saudi market. The performance measures investigated are the excess return, selectivity and timing. The study took place from 2011 to 2015, with a sample of 200 Active Saudi funds, 137 Islamic and 63 conventional. Findings indicated that fund size, management fees, expense ratio cash and price-earnings ratio were irrelevant to both I

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15

Earl, John H. "How Many Mutual Funds Constitute a Diversified Mutual Fund Portfolio?" CFA Digest 27, no. 4 (1997): 35–37. http://dx.doi.org/10.2469/dig.v27.n4.165.

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16

O'Neal, Edward S. "How Many Mutual Funds Constitute a Diversified Mutual Fund Portfolio?" Financial Analysts Journal 53, no. 2 (1997): 37–46. http://dx.doi.org/10.2469/faj.v53.n2.2070.

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17

Avramov, Doron, Si Cheng, and Allaudeen Hameed. "Mutual Funds and Mispriced Stocks." Management Science 66, no. 6 (2020): 2372–95. http://dx.doi.org/10.1287/mnsc.2019.3319.

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We propose a new measure of fund investment skill, active fund overpricing (AFO), encapsulating the fund’s active share of investments, the direction of fund active bets with regard to mispriced stocks, and the dispersion of mispriced stocks in the fund’s investment opportunity set. We find that fund activeness is not sufficient for outperformance: high (low) AFO funds taking active bets on the wrong (right) side of stock mispricing achieve inferior (superior) fund performance. However, high AFO funds receive higher flows during periods of high investor sentiment, when the performance–flow rel

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18

T., Kusuma, and Dr Senthil Kumar J.P. "Macroeconomic Performance Analysis of Selected Indian Mutual Funds." NeuroQuantology 20, no. 5 (2022): 696–703. http://dx.doi.org/10.14704/nq.2022.20.5.nq22225.

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Investors in India have various investment options from mutual funds to make a profit. Among other financial instruments, investing in mutual funds ensures that investors are exposed to the least risk and receive the highest possible return. As more focus is placed on increasing domestic savings and improving investment diversification, mutual fund operations' demand for and scope has grown. As a result, it became critical to research the mutual fund industry and its performance. The purpose of this study is to assess the performance of a few selected Indian mutual fund schemes based on their

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19

Riyazahmed, K., B. Anitha Kumari, and B. Diwakar Naidu. "A taxonomic evaluation of Indian mutual funds’ performance and its determinants – Post-pandemic." Investment Management and Financial Innovations 19, no. 2 (2022): 180–90. http://dx.doi.org/10.21511/imfi.19(2).2022.15.

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The COVID-19 pandemic has caused significant disruption in financial markets worldwide and impacted the performance of investment avenues like mutual funds. It has been a challenging scenario for all mutual funds to sustain the pre-pandemic performance. To understand the mutual fund investment scenario further, this study focused on examining the post-pandemic performance in the year 2021 of various categories of mutual funds, the significance of scheme characteristics in determining the performance, risk-adjusted performance, and outperformance of various categories of funds. Out of 4,305 mut

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20

JONES, C., and J. SHANKEN. "Mutual fund performance with learning across funds." Journal of Financial Economics 78, no. 3 (2005): 507–52. http://dx.doi.org/10.1016/j.jfineco.2004.08.009.

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21

Cassing, James H. "Protectionist mutual funds." European Journal of Political Economy 12, no. 1 (1996): 1–18. http://dx.doi.org/10.1016/0176-2680(95)00035-6.

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22

Amin, Moch. "Performance Comparison of Islamic Mutual Funds with Conventional Mutual Funds." Jihbiz : jurnal ekonomi, keuangan dan perbankan syariah 3, no. 1 (2019): 38–54. http://dx.doi.org/10.33379/jihbiz.v3i1.787.

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The purpose of this study is to determine whether or not there is a difference in mutual fund performance between sharia mutual funds and conventional mutual funds from 2016 to 2018. The data used is secondary data in the form of NVA report data of 34 mutual funds consisting of 16 sharia mutual funds and 18 conventional mutual funds. The data analysis method used is the Jensen Index, Sharpe index, Treynor Index, MM Index, and TT Index methods and uses the t-test to see whether there are differences in mutual fund performance. The results of this study conclude that quantitatively there is no d

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23

Nguyen, Hoa Thi, and Dung Thi Nguyet Nguyen. "The impact of country-level and fund-level factors on mutual fund performance in Vietnam." Journal of Economics and Development 21, no. 1 (2019): 42–56. http://dx.doi.org/10.1108/jed-06-2019-0007.

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Purpose The purpose of this paper is to examine the determinants of mutual funds’ performance at both a country level and a fund level in Vietnam. Design/methodology/approach The different types of funds with more than three-year operation are selected to remove outliers of the stock market boom from 2015 to 2018. The data set includes 54 mutual funds operating during the period from 2008 until November 2018. Findings The research finds that there is a positive relationship between macroeconomics and mutual funds’ performance. Furthermore, country-level governance such as regulation effectiven

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24

G., D. V. Kusuma, and Shalini C. "ASSESSMENT OF MUTUAL FUNDS - A CASE STUDY OF RELIANCE MUTUAL FUNDS, VIJAYAWADA." International Journal of Multidisciplinary Research and Modern Education 2, no. 2 (2016): 495–99. https://doi.org/10.5281/zenodo.215827.

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<em>Mutual funds are playing a vital role in the present scenario. It is one of the source avenues for small investors. The present study is an attempt to assess the performance of Reliance Mutual Funds. The data has been collected from Vijayawada branch, of Andhra Pradesh. The collected information has been analyzed by using appropriate tools.</em>

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25

Khang, Kenneth, and Thomas W. Miller. "Mutual fund performance components: an application to asset allocation mutual funds." Applied Economics 54, no. 25 (2021): 2933–48. http://dx.doi.org/10.1080/00036846.2021.2000583.

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26

Mittal, Ishika. "Power of Compounding in Mutual Funds." International Journal of Science and Research (IJSR) 10, no. 11 (2021): 469–73. https://doi.org/10.21275/sr211031183016.

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27

Massa, Massimo, and Vijay Yadav. "Investor Sentiment and Mutual Fund Strategies." Journal of Financial and Quantitative Analysis 50, no. 4 (2015): 699–727. http://dx.doi.org/10.1017/s0022109015000253.

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AbstractWe show that mutual funds employ portfolio strategies based on market sentiment. We build a proxy for the degree of a fund’s sentiment beta (or FSB). The low-FSB funds outperform high-FSB funds, even after controlling for standard risk factors and fund characteristics. This effect is sizable and delivers a net-of-risk performance of 3.8% per year. Funds with a lower FSB follow more idiosyncratic strategies, suggesting that FSB is a deliberate, active choice of the fund manager. A sentiment contrarian strategy leads to high flows due to its superior performance, whereas a sentiment cate

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28

Panjwani, Dr Kavita, and Vikrant Panjwani. "Performance Evaluation and Growth of Selected Islamic Mutual Funds Schemes: an Analytical Study." Saudi Journal of Economics and Finance 6, no. 8 (2022): 264–71. http://dx.doi.org/10.36348/sjef.2022.v06i08.002.

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The most popular way to invest is through mutual funds in today's world. Profitability is particularly high in the Saudi financial market for mutual fund companies. Investors prefer Islamic mutual funds over non-Islamic mutual funds because they believe they are more secure and risk-free. This research aims to vary the customer preferences toward Islamic mutual funds, which offer higher returns within the Saudi economic market. All these will be identified as victimization sure key facts. With the assistance of those critical facts, a capitalist will analyze dissimilar mutual funds and put his

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29

Wafula, Douglas Simiyu, Tibbs Charles Yugi, and Benedict Ondiek Alala. "The Moderating Role of Fund Size on the Relationship between Overconfidence and Portfolio Financial Performance of Mutual Funds in Kenya." African Journal of Empirical Research 4, no. 1 (2023): 286–97. https://doi.org/10.5281/zenodo.8111126.

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<em>A decline in financial performance has recently been observed for a number of mutual funds in Kenya. Overall, differences in important metrics show inconsistent economic performance among Kenya's mutual funds year over year. It was critical to determine whether overconfidence bias would be to blame for the portfolio performance trend while evaluating this. The goal of this study was to ascertain the impact of overconfidence bias on mutual funds' performance in Kenya and to scrutinize the moderating effect of fund size on the relationship between overconfidence and mutual funds&rsqu

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30

Nursanita and Willy Yani Pratiwi. "Performance Comparative Analysis of Sharia Mutual Funds and Conventional Mutual Funds." Research of Islamic Economics 1, no. 1 (2023): 11–25. http://dx.doi.org/10.58777/rie.v1i1.72.

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This study aims to compare the performance assessment of Islamic and conventional mutual funds for 2017-2021. This study uses quantitative research, which analyzed the performance of Islamic and conventional mutual funds for 2017-2021. This study relies on secondary data collected from the official website of the Financial Services Authority (OJK). The research compares the performance of Islamic stock mutual funds, mixed mutual funds (comprising both Islamic and conventional funds), and mixed conventional mutual funds using the Sharpe, Treynor, and Jensen methods. Among these methods, the Sha

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31

Khan, Muhammad Mahmood Shah, Syeda Hameeda Batool Gillani, and Sana Mansoor. "Performance of Islamic Mutual Funds: A Comparison with Conventional Mutual Funds." Islamic Banking and Finance Review 02 (March 2015): 29–39. http://dx.doi.org/10.32350/ibfr.2015.02.03.

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32

Fajrinda, Bilhaq, Jubaedah Nawir, and Nurmatias Nurmatias. "The Relation of Fund Characteristics on Sharia Equity Mutual Funds Performance." Al Tijarah 8, no. 1 (2022): 15–26. http://dx.doi.org/10.21111/tijarah.v8i1.6553.

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This research aims to find out and prove the influence of fund size, fund age, and jakarta islamic index on sharia equity mutual funds performance. The object of the study is sharia equity mutual funds using a sample of 16 mutual fund products during the period 2017-2020 and the use of Data Panel Regression Analysis Techniques through the Eviews 10 program. The results found in the study are fund size, fund age and JII positively affect on sharia equity mutual funds performance.

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33

Priya, Shakshi. "“Study on Investor Awareness of Mutual Funds”." INTERNATIONAL JOURNAL OF SCIENTIFIC RESEARCH IN ENGINEERING AND MANAGEMENT 09, no. 06 (2025): 1–9. https://doi.org/10.55041/ijsrem50438.

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Abstract A mutual fund is an investment vehicle that pools capital from multiple investors to create a diversified portfolio of stocks, bonds, and other securities. Investors purchase shares in the mutual fund, and a professional portfolio manager oversees asset allocation and trading decisions based on the fund's objectives. Mutual funds provide an accessible and cost-effective means for individuals to diversify their investments, even with limited capital. They are regulated by the Securities and Exchange Commission (SEC), ensuring transparency, investor protection, and adherence to strict d

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34

Fry, Phil, Keith Harvey, Matt Maher, and Harry White. "Mutual Funds with Hedge Fund Characteristics: Diversification Benefits and Costs." Journal of Finance Issues 6, no. 2 (2008): 35–44. http://dx.doi.org/10.58886/jfi.v6i2.2412.

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Hedge funds claim higher returns with lower risk and low correlation with the U.S. stock market, albeit at a higher cost than alternative investments. This paper examines the corresponding properties of mutual funds that employ hedge fund type strategies. Results show that mutual funds in the Morningstar long-short category, compared to a matched mutual fund samples, have slightly lower total returns but higher risk-adjusted performance measures based on lower risk statistics. Lower beta and R2 for the long-short funds highlight their main benefit as a portfolio diversifier. Expense ratio and

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35

Popescu, Marius, and Zhaojin Xu. "Market states and mutual fund risk shifting." Managerial Finance 43, no. 7 (2017): 828–38. http://dx.doi.org/10.1108/mf-09-2016-0278.

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Purpose The purpose of this paper is to explore the motivation behind mutual funds’ risk shifting behavior by examining its impact on fund performance, while jointly considering fund managers’ compensation incentives and career concerns. Design/methodology/approach The study uses a sample of US actively managed equity funds over the period 1980-2010. A fund’s risk shifting is estimated as the difference between the fund’s intended portfolio risk in the second half of the year and the realized portfolio risk in the first half of the year. Using the state of the market to identify the dominating

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36

Dwiprakasa, Bernadus, and Christiana Fara Dharmastuti. "KARAKTERISTIK REKSA DANA DAN KINERJA REKSA DANA SAHAM DI INDONESIA." Jurnal Manajemen 13, no. 1 (2016): 94–116. http://dx.doi.org/10.25170/jm.v13i1.810.

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A mutual fund is one of the interesting alternative modes of investment models for the investors that do not have much time, knowledge and expertise in calculating the risk and investment return. This study is aimed to understand the influence of the mutual fund’s characteristics: the expense ratio, fund size, turnover ratio, and the mutual fund’s age towards the mutual fund’s performance in Indonesia. This study has been conducted using the Fixed Effect Model with the White cross-section as the coefficient covariance method at 34 active equity mutual funds that existed in Indonesia during the

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37

Hakim, Luqman, Muhamad Ikra, and Nuraeni Nuraeni. "THE EFFECT OF INFLATION AND IDR EXCHANGE RATE ON NET ASSETS VALUE OF STOCK MUTUAL FUNDS IN INDONESIA WITH THE ROLE OF IDX COMPOSITE AS MEDIATING VARIABLE." Journal of Economics, Management, Entrepreneurship, and Business (JEMEB) 2, no. 2 (2022): 130–38. http://dx.doi.org/10.52909/jemeb.v2i2.107.

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Net Asset Value (NAV) is the rational market value of a mutual fund's securities and other assets with fewer liabilities. Net Asset Value can be used as a benchmark in monitoring the results of a mutual fund. Mutual fund results and performance cannot be separated from various internal and external factors. This study purposes to analyze the character of IHSG/ IDX Composite in mediating the effect of inflation and the rupiah exchange rate on the equity mutual funds’ NAV in Indonesia during the period of 2015-2019. This study benefits panel data with path analysis techniques by using the Smart

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38

Rowe, Wei Wang, and Wallace N. Davidson. "Fund Manager Succession in Closed-End Mutual Funds." Financial Review 35, no. 3 (2000): 53–78. http://dx.doi.org/10.1111/j.1540-6288.2000.tb01421.x.

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39

Christoffersen, Susan E. K., and Haoyu Xu. "Investor Attrition and Fund Flows in Mutual Funds." Journal of Financial and Quantitative Analysis 52, no. 3 (2017): 867–93. http://dx.doi.org/10.1017/s0022109017000291.

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We explore the properties of equity mutual funds that experience a loss of assets after poor performance. We document that both inflows and outflows are less sensitive to performance, because performance-sensitive investors leave or decide not to invest after bad performance. Consistent with the idea that attrition measures the sorting of performance-sensitive investors, we find that attrition has less of an impact on the fund’s flow–performance sensitivity for institutional funds where there is less dispersion in investor performance sensitivity. Also, attrition has no effect on the flow–perf

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40

Gil-Bazo, Javier, Peter Hoffmann, and Sergio Mayordomo. "Mutual Funding." Review of Financial Studies 33, no. 10 (2019): 4883–915. http://dx.doi.org/10.1093/rfs/hhz111.

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Abstract Using data on Spanish mutual funds, we show that bank-affiliated funds provide funding support to their parent company via purchases of bonds in the primary market. Support from affiliated funds is more sizeable in crisis times and for riskier banks. These trades generate negative abnormal returns and thus benefit banks at the expense of fund investors. To minimize negative effects on their asset management business, banks concentrate the burden of funding support in funds without performance fees and those catering to retail investors. We provide evidence consistent with funding supp

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41

Kostovetsky, Leonard. "Index Mutual Funds and Exchange-Traded Funds." Journal of Portfolio Management 29, no. 4 (2003): 80–92. http://dx.doi.org/10.3905/jpm.2003.319897.

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42

Skaden, Erik. "Index Mutual Funds and Exchange-Traded Funds." CFA Digest 34, no. 1 (2004): 73–74. http://dx.doi.org/10.2469/dig.v34.n1.1434.

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43

Kalra, Rajiv. "Mutual Funds Selection Based on Funds Characteristics." CFA Digest 41, no. 1 (2011): 59–61. http://dx.doi.org/10.2469/dig.v41.n1.14.

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44

Budiono, Diana P., and Martin Martens. "MUTUAL FUNDS SELECTION BASED ON FUNDS CHARACTERISTICS." Journal of Financial Research 33, no. 3 (2010): 249–65. http://dx.doi.org/10.1111/j.1475-6803.2010.01270.x.

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45

G. Thiyagarajan, Et al. "Factors Influencing Mutual Fund Performance: Manager Skill, Fees, Fund Size, and Market Conditions." Tuijin Jishu/Journal of Propulsion Technology 44, no. 5 (2023): 1757–69. http://dx.doi.org/10.52783/tjjpt.v44.i5.2853.

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Mutual fund performance depends on many things, including the fund manager's skill. Investors must evaluate a manager's past performance, investment strategy, and market adaptability to make informed investment decisions. Remember that past performance does not guarantee future outcomes, and knowing the fund's strategy and manager's approach is crucial for investing. Mutual fund performance depends on fees. Investors should evaluate a fund's management fees, loads, and other charges to determine their influence on returns. Active vs. passive funds and fee transparency can also affect investmen

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46

Bafna, Sneha, T. Yeeshitha, Uday Hamirwasi, et al. "A Study Of Consumer Behaviour Towards Mutual Funds With Special Reference To Icici Prudential Mutual Funds, Raipur City." International Journal of Research Publication and Reviews 6, no. 5 (2025): 17738–45. https://doi.org/10.55248/gengpi.6.0525.2002.

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47

Muhammad Taufiq, Andri Soemitra, and Muhammad Ikhsan Harahap. "Pengaruh Indeks Saham Syariah Indonesia (ISSI), Indeks Harga Saham Gabungan (IHSG) dan Inflasi Terhadap Kinerja NAB Reksa Dana Saham Syariah Tahun 2018-2022." Journal of Islamic Economics and Finance 1, no. 4 (2023): 335–47. http://dx.doi.org/10.59841/jureksi.v1i4.542.

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The fair market value of a mutual fund's securities and other assets less its liabilities (debt) is its net asset value, often referred to as net asset value (NAV). One of the benchmarks for assessing mutual fund performance is NAB. The aim of this research is to examine how ISSI, IHSG, and inflation will affect the Net Asset Value (NAB) of sharia stock mutual funds between 2018 and 2022. This research intends to show how ISSI, IHSG, and inflation affect Sharia Stock Mutual Funds. NAB performance on the Indonesian Stock Exchange. Explanatory research using quantitative methodology is this type

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48

Sukarno, Agus, Hadi Oetomo, Hery Sutanto, Yuli Liestyana, and Didit Herlianto. "The Influence of Market Timing Ability, Stock Selection Skill, Fund Age, and Fund Size on The Performance of Sharia Mutual Funds." Equator Journal of Management and Entrepreneurship (EJME) 13, no. 2 (2025): 103–18. https://doi.org/10.26418/ejme.v13i2.90893.

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This study aims to analyze the effect of Market Timing Ability, Stock Selection Skill, Fund Age, and Fund Size on the Performance of Sharia Equity Mutual Funds for the period January 2021 to December 2024. This type of research uses a quantitative approach. The research sample used was Islamic stock mutual funds that were active from January 2021 to December 2024 totaling 22 stock Islamic mutual funds. Samples were taken using purposive sampling method with various sampling criteria. The research data were analyzed using multiple linear regression analysis, as well as the research method using

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49

Chen, Hsiu-lang, and George G. Pennacchi. "Does Prior Performance Affect a Mutual Fund’s Choice of Risk? Theory and Further Empirical Evidence." Journal of Financial and Quantitative Analysis 44, no. 4 (2009): 745–75. http://dx.doi.org/10.1017/s002210900999010x.

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AbstractRecent empirical studies of mutual fund competition examine the relation between a fund’s performance, the fund manager’s compensation, and the fund manager’s choice of portfolio risk. This paper models a manager’s portfolio choice for compensation rules that can be either a concave, linear, or convex function of the fund’s performance relative to that of a benchmark. For particular compensation structures, a manager increases the fund’s “tracking error” volatility as its relative performance declines. However, declining performance does not necessarily lead the manager to raise the vo

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Herlambang, Apriadi. "The Performace Comparation in Indonesia: Conventional Mutual Funds vs Sharia Mutual Funds." Journal of Business Management Review 1, no. 5 (2020): 295–312. http://dx.doi.org/10.47153/jbmr15.642020.

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This study aims to see, whether or not there is a reference to the performance of conventional and Islamic mutual funds in Indonesia with the Sharpe Index, Treynor Index and Jensen Index. The population of this research is Conventional Equity Mutual Funds and Sharia Equity Mutual Funds which are listed on the Indonesia Stock Exchange. Sampling was carried out using proposive judgment sampling method, namely the selected sample was invincible with predetermined selection criteria. The sample chosen is the monthly NAB of Islamic and conventional equity funds that were effective before January 1,

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