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We have compiled research and industry articles from
industry and academic authorities to help illustrate the impact of flow. |
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Research |
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White Paper |
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Mutual Fund Costs Reveal Performance read> |
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Learn how trading costs are a more accurate predictor of fund performance than expense ratios, turnover or fund size. |
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Research |
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A Survey of Evidence on The Cost of Mutual Fund Flows read> |
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Roger Edelen, Associate Professor, Wharton Business School |
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Research |
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Marketing the Benefits of ReFlow to Investors read> |
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Roger Edelen, Associate Professor, Wharton Business School |
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Research |
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Drifting Icebergs: Perceptions and Reality in Trading Costs read> |
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Plexus Group |
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Research |
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Running Hard to Fall Behind read> |
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Scott Cooley, Analyst, Morningstar |
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Industry Articles |
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Morningstar (Fund Spy) - February 11, 2008 |
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Tax Bills for Fundholders on the Rise |
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Morningstar (Fund Spy) - February 7, 2008 |
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From Difficult to Disaster: Redemptions' Impact on Funds |
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Registered Rep - September 2007 |
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The Magic Metric |
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International Herald Tribune - July 31, 2007 |
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Obscure Costs Erode Mutual Fund Returns |
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Morningstar.com - July 17, 2007 |
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How Much Does Your Fund Really Cost? |
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Kiplinger.com - July 17, 2007 |
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Why Trading Costs Matter |
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Investment News - July 9, 2007 |
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Trading Costs Have Predictive Power |
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Investment News - June 28, 2007 |
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Large Trades Costly to Performance |
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Ignites - January 16, 2007 |
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SmartMoney Names 35 'Best' Funds read> |
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