Skip to main content

Mutual Fund Fees and Expenses

  • Chapter
Mutual Funds

Part of the book series: Innovations in Financial Markets and Institutions ((IFMI,volume 16))

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 129.00
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 169.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 169.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Preview

Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.

Papers Reviewed in Chronological Order

  • Herman, E., 1963, “Mutual Fund Management Fee Rates,” The Journal of Finance, 18, 360–376.

    Google Scholar 

  • Ferris, S. and D. Chance, 1987, “The Effect of 12b-l Plans on Mutual Fund Expense Ratios: A Note,” The Journal of Finance, 42, 1077–1082.

    Google Scholar 

  • Starks, L., 1987, “Performance Incentive Fees: An Agency Theoretic Approach,” Journal of Financial and Quantitative Analysis, 22, 17–32.

    Article  Google Scholar 

  • Chance, D. and S. Ferris, 1991, “Mutual Fund Distribution Fees: An Empirical Analysis of the Impact of Regulation,” The Journal of Financial Services Research, 5, 25–42.

    Article  Google Scholar 

  • McLeod, R. and D. Malhotra, 1994, “A Re-examination of the Effect of 12b-l Plans on Mutual Fund Expense Ratios,” The Journal of Financial Research, 17, 231–240.

    Google Scholar 

  • Kihn, J., 1996, “To Load or Not to Load? A Study of Marketing and Distribution Charges of Mutual Funds,” Financial Analysts Journal, (May/June), 28–36.

    Google Scholar 

  • Chordia, T., 1996, “The Structure of Mutual Fund Charges,” Journal of Financial Economics, 41, 3–39.

    Article  Google Scholar 

  • Malhotra, D. and R. McLeod, 1997, “An Empirical Analysis of Mutual Fund Expenses,” The Journal of Financial Research, 20, 175–190.

    Google Scholar 

  • Dellva, W. and G. Olson, 1998, “The Relationship Between Mutual Fund Fees and Expenses and Their Effects on Performance,” Financial Review, 33, 85–103.

    Article  Google Scholar 

  • Huddart, S., 1999, “Reputation and Performance Fee Effects on Portfolio Choice by Investment Advisers,” Journal of Financial Markets, 2, 227–271.

    Article  Google Scholar 

  • O'Neal, E., 1999, “Mutual Fund Share Classes and Broker Incentives,” Financial Analysts Journal, 55, 76–87.

    Article  Google Scholar 

  • Droms, W. and D. Walker, 2001, “Persistence of Mutual Fund Operating Characteristics: Returns, Turnover Rates, and Expense Ratios,” Applied Financial Economics, 11, 457–466.

    Article  Google Scholar 

Download references

Rights and permissions

Reprints and permissions

Copyright information

© 2005 Springer Science+Business Media, Inc.

About this chapter

Cite this chapter

(2005). Mutual Fund Fees and Expenses. In: Mutual Funds. Innovations in Financial Markets and Institutions, vol 16. Springer, Boston, MA. https://doi.org/10.1007/0-387-25308-4_3

Download citation

Publish with us

Policies and ethics