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The owner of a small financial services firm is evaluating the performance of four funds to determine whether to offer them to his clients. The funds span a variety of objectives and include a recently initiated fund. The case explores issues related to the evaluation of mutual fund performance, including the selection of benchmarks and the effect of fees. The case provides a natural and compelling context in which to discuss market efficiency.
Copyright © 2009 by the University of Virginia Darden School Foundation, Charlottesville, VA. All rights reserved.
2009
University of Virginia Darden School Foundation
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