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Testing Market Efficiency for Different Market Capitalization Funds

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Author Info
Hossein Varamini (Elizabethtown College)
Svetlana Kalash (Teleflex Incorporated)
Abstract

The main purpose of this study is to use the Sharpe Ratio to test the efficient market hypothesis for different market capitalization and investment styles of mutual funds. The results of the study for the entire period of 1994-2007 as well as the two sub-periods (1994-1999 and 2000-2007) indicate that small cap funds have provided the highest risk-adjusted return for the entire period whereas growth funds have exhibited lower returns. The findings, therefore, suggest that the mutual funds market is not always efficient, which makes it possible for an investor or a mutual fund manger to earn excess return on a risk-adjusted basis.

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File URL: http://www.bsu.edu/mcobwin/majb/?p=564
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Publisher Info
Article provided by American Journal of Business (Formerly Named "Mid-American Journal of Business") in its journal American Journal of Business.

Volume (Year): 23 (2008)
Issue (Month): 2 ()
Pages: 17-26
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:maj:ancoec:v:23:y:2008:i:2:p:17-26

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Web page: http://www.bsu.edu/mcobwin/majb/
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Related research
Keywords: Market capitalization funds; mutual fund efficiency; Sharpe Ratio; Modigliani and Modigliani (M-Squared) Measure;

Find related papers by JEL classification:
R00 - Urban, Rural, and Regional Economics - - General - - - General
Z0 - Other Special Topics - - General

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This page was last updated on 2009-12-19.


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