Measuring Mutual Fund Performance Case Solution
Examines various approaches to estimate the performance of the mutual fund.The methods comprise of the Morningstar star system for rating mutual funds, as well as the usage of threat exposure and the Sharpe Ratio.
Uses the strategies to a variety of mutual funds to demonstrate the different metrics’ effects to estimate fund’s performance.
This is just an excerpt. This case is about FINANCE & ACCOUNTING
PUBLICATION DATE: May 25, 1998
Related Case Solutions & Analyses:
Physicians for You LLC: Estimating Asset-Related Expenses
Cariboo Industrial Ltd.
The International Monetary Fund in Crisis
Accounting for Business Combinations: Acquisition Method
HealthSouth (A)
Revenue Recognition Exercises
Wildcat Capital Investors: Real Estate Private Equity
China Magic Going Home
Fixed Income Arbitrage in a Financial Crisis (D): TED Spread and Swap Spread in May 2009
Innovation at the Treasury: Treasury Inflation-Protection Securities (A)
