Global ETD Search
Search theses and dissertations gathered from participating repositories worldwide. Every result links back to the library that holds it. No account is needed.
Results
Showing 1 to 15 of 15 for “"Morningstar"”.
-
Box Jumping: Portfolio Recompositions to Achieve Higher Morningstar Ratings
… mutual funds often pursue higher Morningstar ratings at the expense of lower investment returns. Funds achieve higher ratings by changing their holdings to induce Morningstar to reclassify them into size/value style boxes with worse average performance. This practice, which I label …
-
Actively Managed Mutual Fund Holdings and Fund Performance
… at the end of the quarter. In my last chapter, Morningstar’s Upside and Downside Capture Ratios¸ I test these two ratios that are being reported by Morningstar. I find that these measures do not predict outperformance, but appear to be related to future fund flows.
-
Benchmark indices, alpha creation and performance persistence
… benchmark, yet 2/3 of those are placed in the Morningstar category with risk and objectives different to those of the S&P500 index. We identify ‘true’ benchmarks for those mismatched funds and find that their S&P adjusted alphas are higher than ‘true’ benchmark adjusted alphas in 61.2% of the …
-
Testing for systematic ESG fund construction and independence measures
… between the 3 month, 1 year, 3 year and Morningstar ESG peer performance percentiles. Modest correlations were found slightly favoring funds which were more similar to the S&P 500. Then correlations between each fund's management fee and similarity in the underlying assets were tested. …
-
An examination of the factors influencing mutual fund performance
… Using monthly returns on 4545 funds from Morningstar from January 1970 to June 2010, the study examines whether location influences the return a fund generates. It is found that U.S. managed funds outperform European managed funds, regardless of market invested in. This can be seen in …
-
Providing outreach to families of youth with disabilities from culturally and linguistically diverse backgrounds by working with cultural groups and community organizations
… data was analyzed using a three phase process (Morningstar, 1995) that organized and reduced raw data, generated categories and codes, and interpreted patterns and themes. Results of this study showed that while there were three methods by which informal community networks distributed …
-
Essays in corporate finance and taxation
… of mutual fund characteristics and returns from Morningstar, Inc. to develop measures of the effective capital gains tax burden mutual fund investors face on unrealized capital gains in mutual funds. We explore the determinants of the effective capital gains tax burdens and the impact they have …
-
Apparatus for investigating the effects of cathode rays on biological material in vacuum
Thesis (Ph. D.)--Massachusetts Institute of Technology, Dept. of Physics, 1939.
-
The use and usefulness of managed fund ratings in Australia
… fund ratings and subsequent performance using Morningstar ratings, the most prominent Australian rating provider, for two of the largest and most important groups of managed funds. A positive relationship between a fund's star rating, its quantitative and qualitative components, or quantitative …
-
Impact of Acute Ethanol Injections on Medial Prefrontal Cortex Neural Activity
The medial prefrontal cortex (mPFC) is a cortical brain region involved in the evaluation and selection of motivationally relevant outcomes. mPFC-mediated cognitive functions are impaired following acute alcohol exposure. In rodent models, ethanol (EtOH) doses as low as 0.75 g/kg yield deficits in …
-
Characterization of mechanical properties and ballistic performance for a customized steel
Submission published under a 24 month embargo labeled 'U of I Access', the embargo will last until 2024-05-01
-
Critique and Neoliberalism's Critics: Art, Activism, and Uncertainty in Post-Recession Dublin
This dissertation sets forth a call for an anthropology of forms of critique and critical thinking as a generative site for political anthropological theory, and itself offers an initial answer to that call. It makes its case from the ground up, originating in an ethnographic account of a group of …
-
Design and synthesis of modified deoxynucleosides, site specifically damaged oligonucleotides, and repair inhibiting chemotherapeutic agents
Thesis (Ph. D.)--Massachusetts Institute of Technology, Dept. of Chemistry, 1994.