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ESTIMATING THE EFFECTS OF MUTUAL FUND RATIOS ON MUTUAL FUND PERFORMANCE: IMPLICATIONS FOR LONG-TERM WEALTH ACCUMULATION

by Young, Ryan

Abstract

This study addresses the impact of mutual fund expenses on domestic large cap mutual fund performance, and quantifies this impact for investors. Using Morningstar data for all large ‘blend’ mutual funds from 2016, I implement Ordinary Least Squares Regression Analysis, and find that mutual funds do not on average earn back their fees. Investors looking to maximize investment returns should seek out mutual funds with low expense ratios.

Note

The author has given permission for this work to be deposited in the Digital Archive of Colorado College.

Colorado College Honor Code upheld.

Includes bibliographical references.

Administrative Notes

The author has given permission for this work to be deposited in the Digital Archive of Colorado College.

Colorado College Honor Code upheld.

Copyright
Copyright restrictions apply.
Publisher
Colorado College Tutt Library
PID
coccc:29573
Digital Origin
born digital
Extent
23 pages
Thesis
Senior Thesis -- Colorado College
Thesis Advisor
Pedro De Araujo
Department/Program
Economics and Business
Degree Name
Bachelor of Arts
Degree Type
bachelor
Degree Grantor
Colorado College Tutt Library
Date Issued
2017-07