جستجوی مقالات مرتبط با کلیدواژه « نسبت فعالیت معاملاتی صندوق » در نشریات گروه « مالی »

To assess the performance of mutual funds، this research uses the indexes of risk، return، portfolio diversification & transaction activity ratio. For the purpose of investigating the relationship between the overconfidence of investment managers and the performance assessment of mutual funds، a sample of investment managers of 37 mutual funds was taken. The derived results from analyzing the data by Pearson correlation show that between the overconfidence of investment managers and risk، return، portfolio diversification، the ratio of transaction activity of mutual fund، there exist meaningful direct relation، meaningful reverse relation، and meaningful direct relation، respectively. The results of this research show that overconfidence of men is more than women، and that as the experience، education and age of people increase، their overconfidence decreases. But، in terms of better than average effect and wrong calibration، from the point of general knowledge، no meaningful (significant) difference was observed، among different age groups.

This research dealt with the survey of the relationship among the transaction activity ratio and risk, return & portfolio diversification of mutual funds. the statistical population of this research consists of investment managers of mutual funds and a sample of investment managers of 37 mutual funds was investigated. Derived results from analyzing the data by Pearson correlation and SPSS software show that between the transaction activity ratio of mutual funds and risk, return, portfolio diversification, there is a meaningful direct relation, meaningful reverse relation, meaningful reverse relation, respectively.
The results show that transaction activity ratio in men investment managers, less experienced, less educated and younger ones is more than women, more experienced, highly educated and older ones.
One of the findings of this research is the survey of relationship between mutual funds portfolio diversification ratio and transaction activity ratio of mutual funds which is done for the first time in Iran.