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Healthcare Sector Mutual Fund Returns : = Using a Pragmatically Adopted Mutual Fund Evaluation Technique.

Record Type:	Language materials, manuscript : Monograph/item
Title/Author:	Healthcare Sector Mutual Fund Returns :/
Reminder of title:	Using a Pragmatically Adopted Mutual Fund Evaluation Technique.
Author:	Lafond, Marc Claude.
Description:	1 online resource (165 pages)
Notes:	Source: Dissertation Abstracts International, Volume: 79-01(E), Section: A.
Contained By:	Dissertation Abstracts International79-01A(E).
Subject:	Finance. -
Online resource:	click for full text (PQDT)
ISBN:	9780355158311

Healthcare Sector Mutual Fund Returns : = Using a Pragmatically Adopted Mutual Fund Evaluation Technique.
Lafond, Marc Claude.

Healthcare Sector Mutual Fund Returns :Using a Pragmatically Adopted Mutual Fund Evaluation Technique. - 1 online resource (165 pages)

Source: Dissertation Abstracts International, Volume: 79-01(E), Section: A.

Thesis (Ph.D.)--Northcentral University, 2017.

Includes bibliographical references

A shift from the defined benefit plan to the defined contribution plan requires retirement savers to self-manage their mutual fund portfolios within tax-deferred retirement plans. Many retirement savers do not have the skills and proper education to select the right mutual funds within qualified retirement plans during the accumulation period. Due to unethical behavior by financial investment advisers and brokers, fund companies soliciting unproductive products, and 401K plans offering very limited choices, many retirement savers are steered toward high expense and low performing mutual funds. Retirement savers that purchase unsuitable investments during the accumulation period end up with portfolios that are growth deficient upon reaching retirement. Research evidence indicates that investors should purchase passive investments, like index mutual funds, because they outperform active investments. In using a pragmatically adopted mutual fund evaluation technique, this study provides evidence that healthcare mutual funds (active funds) outperform index mutual funds during a bull and bear market. The healthcare industry above market returns could be due to its tendency to be profitable, innovative, and inelastic in nature. Due to its favorable growth potential, retirement savers should consider adding healthcare mutual funds to their retirement portfolios in combination with other types of investments, like index mutual funds.

Electronic reproduction.
Ann Arbor, Mich. :
ProQuest,
2018

Mode of access: World Wide Web

ISBN: 9780355158311Subjects--Topical Terms:

559073
Finance.
Index Terms--Genre/Form:

554714
Electronic books.

Healthcare Sector Mutual Fund Returns : = Using a Pragmatically Adopted Mutual Fund Evaluation Technique.
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500 $a Source: Dissertation Abstracts International, Volume: 79-01(E), Section: A.
500 $a Adviser: Horn-Yeu Shiaw.
502 $a Thesis (Ph.D.)--Northcentral University, 2017.
504 $a Includes bibliographical references
520 $a A shift from the defined benefit plan to the defined contribution plan requires retirement savers to self-manage their mutual fund portfolios within tax-deferred retirement plans. Many retirement savers do not have the skills and proper education to select the right mutual funds within qualified retirement plans during the accumulation period. Due to unethical behavior by financial investment advisers and brokers, fund companies soliciting unproductive products, and 401K plans offering very limited choices, many retirement savers are steered toward high expense and low performing mutual funds. Retirement savers that purchase unsuitable investments during the accumulation period end up with portfolios that are growth deficient upon reaching retirement. Research evidence indicates that investors should purchase passive investments, like index mutual funds, because they outperform active investments. In using a pragmatically adopted mutual fund evaluation technique, this study provides evidence that healthcare mutual funds (active funds) outperform index mutual funds during a bull and bear market. The healthcare industry above market returns could be due to its tendency to be profitable, innovative, and inelastic in nature. Due to its favorable growth potential, retirement savers should consider adding healthcare mutual funds to their retirement portfolios in combination with other types of investments, like index mutual funds.
533 $a Electronic reproduction. $b Ann Arbor, Mich. : $c ProQuest, $d 2018
538 $a Mode of access: World Wide Web
650 4 $a Finance. $3 559073
650 4 $a Health care management. $3 1148454
655 7 $a Electronic books. $2 local $3 554714
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