Is quantitative and qualitative information relevant for choosing mutual funds?

L Otero-González, P Durán-Santomil - Journal of Business Research, 2021 - Elsevier
Investors use ratings to make their investment decisions. In this paper we analyze whether
the combination of qualitative and quantitative information allows the mutual funds to be …

[PDF][PDF] Influences on mutual fund performance: comparing US and Europe using qualitative comparative analysis

JE Graham, C Lassala… - Economic research …, 2020 - hrcak.srce.hr
This study examines the conditions that lead mutual funds to underperform or outperform
competitors. Using fuzzy-set qualitative comparative analysis (fsQCA), we draw upon …

A fuzzy-set analysis of conditions influencing mutual fund performance

JE Graham, C Lassala, B Ribeiro-Navarrete - International Review of …, 2019 - Elsevier
This paper presents an application of fuzzy-set qualitative comparative analysis (fsQCA) to
frame the conditions that lead to over-or under-performance of mutual funds. Building upon …

Do investors obtain better results selecting mutual funds through quantitative ratings?

L Otero-González, P Durán Santomil… - Spanish Journal of …, 2020 - Taylor & Francis
The objective of this paper is to analyse if ratings are reliable tools in selecting mutual funds.
Our sample contains the European equity funds rated by Morningstar from 2003 to 2014 …

Lipper's rating and the performance of unit trusts in Malaysia

AR Abdullah, NAH Abdullah - Studies in Economics and Finance, 2015 - emerald.com
Purpose–The purpose of this paper is to examine the risk-adjusted performance of rated
funds and determine the usefulness of Lipper Leader rating of unit trusts in Malaysia during …

[HTML][HTML] The predictive ability of the expected utility-entropy based fund rating approach: A comparison investigation with Morningstar ratings in US

D Chiew, J Qiu, S Treepongkaruna, J Yang, C Shi - Plos one, 2019 - journals.plos.org
In this paper, we propose an alternative fund rating approach based on the Expected Utility-
Entropy (EU-E) decision model, in which the measure of risk for a risky action was …

Ratings and performance of German mutual funds–a comparison of feri trust, finanztest and FondsNote

C Meinhardt - Finanztest and FondsNote (December 2, 2014), 2014 - papers.ssrn.com
This study addresses the question whether the Feri Trust Rating, the Finanztest-Bewertung
and the FondsNote are able to predict the future performance of German equity mutual …

Are All Gold Medal Mutual Funds Equally Efficient?

DK Malhotra, R Malhotra, RL Nydick - Applications of Management …, 2022 - emerald.com
Mutual fund ratings are extremely popular among mutual fund investors, with over 8,000
mutual funds currently available to them and a huge increase in privately managed …

[PDF][PDF] Investor's fortune and the role of lipper in determining unit trusts performance differential

AR Abdullah, MZ Muhammad, Z Hassan, SS Abdullah… - 2013 - researchgate.net
This study examines the ability of Lipper ratings in differentiating and segregating unit trust
funds from the lowest performer to the highest performer category. A sample of 68 Malaysian …

Is the morningstar rating system global? Evidence from Israel

OM Shapir, U Ben-Zion, K Galil - The Journal of Wealth …, 2012 - search.proquest.com
This study examines ratings of Israeli mutual funds specializing in the major stock indices
during the December 2003-April 2007 period. They authors compare the predictive abilities …