To load or not to load? A study of the marketing and distribution charges of mutual funds

Financial Analysts Journal

Volumn 52, Issue 3, 1996, Pages 28-36

  Kihn, John ^a  

^a LONDON SCHOOL OF ECONOMICS   (United Kingdom)

Author keywords

[No Author keywords available]

Indexed keywords

EID: 0038694428     PISSN: 0015198X     EISSN: None     Source Type: Journal    
DOI: 10.2469/faj.v52.n3.1993     Document Type: Article

References (12)

1. Consumer Reports. 1985. "A Guide to Mutual Funds." (July):390-95.
2. Ferris, S., and D. Chance. 1987. "The Effect of 12b-1 Plans on Mutual Fund Expense Ratios: A Note." The Journal of Finance, vol. 42, no. 4 (September):1077-82.
3. Friend, I., M. Blume, and J. Crockett. 1970. Mutual Funds and Other Institutional Investors: A New Perspective. New York: McGraw-Hill Book Company.
4. Greene, M. 1973. "A Note on Loading Charges for Variable Annuities." The Journal of Risk and Insurance, vol. 40, no. 3 (September):473-78.
5. Lakonishok, Josef. 1981. "Performance of Mutual Funds Versus Their Expenses." Journal of Bank Research, vol. 12, no. 2 (Summer):110-13.
6. Marton, A. 1987. "The No-Loads Fight Back," Institutional Investor, vol. 21, no. 4 (April):253-56.
7. McLeod, R., and D. Malhotra. 1994. "A Re-examination of the Effect of 12b-1 Plans on Mutual Fund Expense Ratios." The Journal of Financial Research, vol. 17, no. 2 (Summer):231-40,
8. Perritt, G. 1984. "Is the Load too Much to Bear?" American Association of Individual Investors Journal (June):18-21.
9. Poterba, J., S. Venti, and D. Wise. 1992. "401(k) Plans and Tax-Deferred Saving." National Bureau of Economic Research Working Paper 4181 (October).
10. Smyth, K. 1994. "The Coming Investor Revolt." Fortune (October 13):66-76.
11. Trzcinka, C., and R. Zweig. 1990. "An Economic Analysis of the Cost and Benefits of SEC Rule 12b-1." Monograph Series in Finance and Economics, Leonard N. Stern School of Business, New York University.
12. Yohannes, A. 1988. "The Derivation of Simple Formulas for Comparing Investment Alternatives with and without Load and Account Fees," The Journal of Consumer Affairs, vol. 22, no. 2 (Winter):333-41.