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Relevant bibliographies by topics / U.S. equity mutual funds

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Journal articles

Academic literature on the topic 'U.S. equity mutual funds'

Author: Grafiati

Published: 7 June 2025

Last updated: 2 August 2025

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Journal articles on the topic "U.S. equity mutual funds"

1

R, Saravanaselvi, and Thiruppathy K. "Functions of the indian mutual fund industry." Journal of Management and Science 1, no. 1 (2013): 32–38. http://dx.doi.org/10.26524/jms.2013.5.

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Investment is a commitment of funds in real assets or financial assets. Investment involves risk and gain. In the present dynamic global environment, e x p l o r i n g investment a v e n u e s a r e of g r e a t r e l e v a n c e .Investment skills developed over a period of time are considerably influenced by experience and spadework carried out to arrive at conclusions. The success of an investment acti vit y depends on the knowledge and ability of investors to invest, the right amount, in the right type of investment, at the right time. Real assets, being tangible material things, are less

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2

Yudanto, Ambang Aries. "PERFORMANCE ANALYSIS OF SHARIA AND CONVENTIONAL MUTUAL FUNDS DURING 2008 AND 2013 CRISIS PERIODS." INFO ARTHA 1 (June 7, 2017): 39–60. http://dx.doi.org/10.31092/jia.v1i1.69.

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This research has a purpose to analyze the performance of sharia and conventional mutual funds, particularly equity mutual funds in Indonesia during 2008 and 2013 crisis periods. Within 2008 crisis period, the data set comprises of 51 equity mutual funds in which 4 were sharia mutual funds while 47 others were conventional mutual funds. Moreover, within 2013 crisis period, the data set comprises of 110 equity mutual funds in which 12 were sharia mutual funds while 98 others were conventional mutual funds. To measure the mutual funds' performance, three methods were used, which are Sharpe, Trey

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3

Kertiani, Putu Tia, and Putu Riesty Masdiantini. "Analisis Kinerja Reksa Dana Saham Konvensional dengan Metode Jensen’s Alpha, Sortino dan Snail Trail Periode 2017-2021." Vokasi : Jurnal Riset Akuntansi 10, no. 01 (2022): 68–78. http://dx.doi.org/10.23887/vjra.v10i01.56316.

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This study aims to analyze the performance of conventional equity mutual funds using jensen's Alpha, Sortino, and Snail Trail methods for the period 2017 to 2021 and can provide information and consideration regarding equity mutual funds. The measurement methods used in analyzing the performance of conventional stock mutual funds are Jensen's Alpha, Sortino, and Snail Trail. The sample used was 32 conventional stock mutual funds with a period of 5 years 2017-2021. The benchmark for stock mutual funds used for comparison is JCI. The data collection technique uses the purposive sampling method.

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4

Arifin, Hasudungan Manurung, and Sihombing Pardomuan. "The Impact of Stock Selection, Market Timing and Equity Fund Size on Equity Funds Performance during Covid-19." JOURNAL OF ECONOMICS, FINANCE AND MANAGEMENT STUDIES 06, no. 04 (2023): 1577–87. https://doi.org/10.5281/zenodo.7825154.

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Investors in Indonesia pay attention to the financial market's investment tools, including mutual funds. Some mutual funds even provide a higher return on investment than alternative stock investments, with a lower level of risk be-cause investment managers properly manage them. This research aims to determine how stock mutual fund success is affected by factors such as stock selection, market timing, mutual fund size, and Covid-19, with Covid-19 serving as a moderator. Purposive sampling was utilized to conduct research on Indonesian equity funds. This study's sample consists of equit

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5

Bishwajit, Rout, and Mohanty Sangeeta. "FACTORS INFLUENCING THE INVESTORS TO INVEST IN MUTUAL FUNDS: AN EMPIRICAL ANALYSIS." International Journal of Engineering Technologies and Management Research 6, no. 9 (2019): 45–52. https://doi.org/10.5281/zenodo.3464954.

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Indian mutual fund industry started with traditional products like equity fund, debt fund and balanced fund and later significantly increased it’s product base. Today, the industry has introduced a wide range of products such as money market funds, sector specific funds, index funds, gilt funds, insurance linked funds, exchange traded funds, and marching towards reality funds. The different types of schemes offered by the Indian mutual fund industry provide several options of investment to common man. What is noteworthy is that bulk of the mobilization has been by the private sector mutu

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6

Kukreja, Dr Mansi, Vedant Saxena, Sriraksha S. Bhat, et al. "Comparative Analysis of Private and Public Mutual Funds: A Performance Evaluation." International Journal for Research in Applied Science and Engineering Technology 12, no. 2 (2024): 1008–22. http://dx.doi.org/10.22214/ijraset.2024.58493.

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Abstract: The mutual fund industry is a popular investment avenue that offers investors the opportunity to invest in a diversified portfolio of securities. The industry has witnessed significant growth in recent years, with investors seeking to maximize their returns and reduce risk. This paper presents a comprehensive comparative analysis of private and public mutual funds in terms of their performance. The study aims to evaluate the risk-adjusted returns, expense ratios, fund size, asset allocation, and other relevant factors of both private and public mutual funds to determine which type of

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7

Raja, mannar Badur. "Review And Performance Of Select Mutual Funds Operated By Private Sector Banks: Axis Equity And Kotak 50 Funds – Growth Option." International Journal of Innovative Research and Development (ISSN: 2278-0211) 1, no. 7 (2012): 323–33. https://doi.org/10.5281/zenodo.7387800.

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The two mutual funds (i) Axis Equity (G) and (ii) Kotak 50 (G) are reviewed in detail with a brief introduction of the fund houses itself. The funds are then statistically evaluated by correlation with the benchmark, S&P CNX Nifty, standard deviation, Sharpe’s Index, Treynor’s Ratio, Jenson’s alpha, Fama’s Measure and M Square.

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8

Raja, mannar Badur. "Overview and Performance of Select HDFC Mutual Funds: Equity Fund and Growth Fund – Growth Option." Asian Journal of Research in Banking & Finance 3, no. 1 (2013): 88–103. https://doi.org/10.5281/zenodo.7390650.

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The two mutual funds (i) Equity (G) and Growth (G) of the fund House, HDFC are reviewed in a detailed fashion with a brief introduction of the fund house itself. The funds are then statistically evaluated by correlation with the benchmark, S&P CNX Nifty, standard deviation, Sharpe’s Index, Treynor’s Ratio, Jensen’s alpha, Fama’s Measure and M Square . An analytical review of the funds is incorporated.

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9

Manoj, Kumar Dash &. Dr.Gouri Shankar Lall. "PERFORMANCE EVALUATION OF EQUITY BASED MUTUAL FUNDS IN INDIA." INTERNATIONAL JOURNAL OF ENGINEERING SCIENCES & RESEARCH TECHNOLOGY 7, no. 5 (2018): 528–39. https://doi.org/10.5281/zenodo.1252910.

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This paper  examine  the performance of fifteen equity based mutual fund schemes from1<sup>st</sup> April,2011 to 31<sup>st</sup> may, 2016 for India.). We  accumulate monthly NAV for calculate returns  of different schemes . Its performance depends on the performance of underlying portfolio. If one or more schemes perform badly in the portfolio that can affect the investment decisions of investors may get them out from scenario of wealth creation process for saving investors’ money.Evaluation of performance of mutual portfolio is necessary, it helps to the investors

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10

Wang, Ching-Chang, and Chiulien C. Venezia. "The Effect Of Market Structure On Mutual Fund Performance In Taiwan." International Business & Economics Research Journal (IBER) 11, no. 5 (2012): 487. http://dx.doi.org/10.19030/iber.v11i5.6967.

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This paper illustrates the relationship between industry concentration and performance in Taiwans mutual fund industry. Our research mainly focuses on the relation between a funds average performance and market structure. Typically, a funds manager who faces price uncertainty will dedicate his efforts to determine the scale and compositions of portfolio to achieve a better performance in the near future. Since mutual funds are price takers, the empirical results for this industry may go beyond the scope of the SCP paradigm. This study focuses on the open-end equity mutual fund in the Taiwan ma

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