A Study of Rating Methods of Mutual Funds in Taiwan

• Main Authors: Chun-lan Huang, 黃純蘭
• Other Authors: Chao-yen Wu
• Format: Others
• Language: zh-TW
• Published: 2007
• Online Access: http://ndltd.ncl.edu.tw/handle/86569127099567216975

碩士 === 義守大學 === 資訊管理學系碩士班 === 95 === Everyone invested mutual funds and absolutely had risks and returns.Investors concerned how to choose proper mutual funds. There were many professional institutions overseas which assessed mutual funds, but companies in Taiwan would seldom analyze and compare all mutual fund performance systematically and make public the result. Therefore, this paper directed at mutual funds of all investment companies and filtered by assessing of professional institution. The rang of this paper treated awarded prizes twice continuously by S&P, including domestic and abroad, and caculated by employing the “Four Four Three Three rule” which devised by two prefessors of Taiwan university. Then the funds awarded prizes twice continuously passed placing rule of 5 years returns. This paper used the single funds to invest the mutual fund and estimated the average of five years returns. After filtering by these three kinds of menthod,the result according this paper was that investors could refer to the funds awarded prizes twice continuously for investment and assets apportionment. Then investors did not abide by the high investment and could win the high returns back.