Tuesday, February 19, 2008

Recent Mutual Funds Performance and Efficient Investment Strategies

This document is glimpse on performance of the US mutuals in last three years. The analyses aimed to provide basis for decisions on portfolio allocation and investment risk management employs data on 63 mutual funds marketed in the US. It summarizes basic performance data and uses statistical measures in their assessment. Morningstar Style Box is used as a tool in defining basic categories of investment strategy. The stress is on analyses of investment risk as core returns determinant and risk adjustment of returns. Outcomes and prospects of most common investment strategies (growth, value, index) are discussed and confronted with long-term equity market trends.
Read the full article