Most Likely to Succeed: Leadership in the Fund                     Industry

Pozen, Robert C.; Hamacher, Theresa

doi:10.2469/faj.v67.n6.1

Cited by 4 publications

(2 citation statements)

References 1 publication

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“…Fidelity had the largest mutual fund family that mainly provides actively managed mutual funds for several decades. Pozen and Hamacher (2011) argue that Fidelity, among several other fund families, has two characteristics that contribute to its success in the U.S. mutual fund business: dedication primary to asset management and control by investment professionals. The Fidelity fund family has maintained top market shares in the past decade: 10.…”

Section: Fidelitymentioning

confidence: 99%

Using the new portability election of deceased spouses

De’Armond,

Pulliam,

Patterson

2023

FSR

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The United States has a unified system that taxes transfers of property during an individual’s lifetime (gifts) and property transferred as a result of the individual’s death. The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the Act) contains a provision that will allow the unused portion of a decedent’s exclusion (taxable estate protected by the unified credit) to be used upon the subsequent death of the surviving spouse. The portability election is simple for situations where it appears the surviving spouse will not remarry, however, becomes much more complicated if the surviving spouse should remarry.

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Section: Fidelitymentioning

confidence: 99%

Using the new portability election of deceased spouses

De’Armond,

Pulliam,

Patterson

2023

FSR

View full text Add to dashboard Cite

show abstract

“…Fidelity had been the largest mutual fund family that mainly provides actively managed mutual funds for several decades. Pozen and Hamacher (2011) argue that Fidelity, among several other fund families, has two characteristics that contribute to its success in the U.S. mutual fund business: dedication primary to asset management and control by investment professionals. The Fidelity fund family has maintained top market shares in the past decade: 10.…”

Section: Fidelitymentioning

confidence: 99%

Does active management work?

Lin

2014

FSR

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This study presents considerable evidence that equity sector mutual funds, the nine Fidelity Select Portfolios here, have provided better after-expense returns against broader market ETF, SPY, and their peer sector ETFs, the nine Select Sector SPDR Funds, over the sample period 1999–2010. Not only do they achieve higher nominal returns over the 12 years, except for few sector mutual funds, some of the funds also generate higher risk-adjusted returns measured by Sharpe Ratio and ! from various asset pricing models. More important, none of the sector mutual funds generates a significant negative ! for the sample period no matter that asset pricing model is used. The results suggest that actively managed sector funds be considered by individual investors and/or their financial planners for mutual fund selection.

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Short-Termism of Institutional Investors and the Double Agency Problem

Frentrop

2012

SSRN Journal

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Most Likely to Succeed: Leadership in the Fund Industry

Cited by 4 publications

References 1 publication

Using the new portability election of deceased spouses

Using the new portability election of deceased spouses

Does active management work?

Short-Termism of Institutional Investors and the Double Agency Problem

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