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Do aggressive funds reallocate their portfolios aggressively?

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Author Info
Kevin C. H. Chiang
Xiyu (Thomas) Zhou
Abstract

This study examines pairs of asset allocation mutual funds that are controlled for all informational attributes, except for the level of risk aversion. Standard mean-variance models of portfolio choice suggest that the percentage rebalancing of common stocks in aggressive funds would be the same as that in conservative funds. However, this study finds the rebalancing of common stocks in aggressive funds to be disproportionally less intense. Copyright (c) The Authors. Journal compilation (c) 2009 AFAANZ.

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File URL: http://www.blackwell-synergy.com/doi/abs/10.1111/j.1467-629X.2009.00300.x
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Publisher Info
Article provided by Accounting and Finance Association of Australia and New Zealand in its journal Accounting & Finance.

Volume (Year): 49 (2009)
Issue (Month): 3 ()
Pages: 481-503
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Handle: RePEc:bla:acctfi:v:49:y:2009:i:3:p:481-503

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This page was last updated on 2009-12-24.


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