This case is about FINANCIAL MANAGEMENT, FINANCIAL MARKETS, PERFORMANCE MEASUREMENT
PUBLICATION DATE: May 25, 1998
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.
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