The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds

碩士 === 正修科技大學 === 經營管理研究所 === 102 === The objective of this paper is to examine performance of outstanding mutual funds winning the golden diamond award in Taiwan by lump-sum investing and dollar-cost averaging. This study has three empirical findings. First, the performance of lump-sum investing i...

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Main Authors: Kevin Zheng, 鄭凱文
Other Authors: 李顯儀
Format: Others
Language:zh-TW
Published: 2014
Online Access:http://ndltd.ncl.edu.tw/handle/86215117497858455205
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spelling ndltd-TW-102CSU004570072016-02-21T04:21:03Z http://ndltd.ncl.edu.tw/handle/86215117497858455205 The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds 獲獎基金單筆投資與定期定額投資之比較分析 Kevin Zheng 鄭凱文 碩士 正修科技大學 經營管理研究所 102 The objective of this paper is to examine performance of outstanding mutual funds winning the golden diamond award in Taiwan by lump-sum investing and dollar-cost averaging. This study has three empirical findings. First, the performance of lump-sum investing is higher than dollar-cost averaging for mutual funds winning the golden diamond award. Secondly, the performance of general type golden diamond mutual fund are higher than medium-small and technological type golden diamond mutual fund. Finally, the performance of the short term is higher than the long term for golden diamond mutual fund. The results imply the performance of lump-sum investing strategies in the short term is higher than dollar-cost averaging strategies in the long term for mutual funds winning the golden diamond award. Keyword: Mutual fund, Lump sum investing, Dollar-cost averaging 李顯儀 陳信宏 2014 學位論文 ; thesis 47 zh-TW
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language zh-TW
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description 碩士 === 正修科技大學 === 經營管理研究所 === 102 === The objective of this paper is to examine performance of outstanding mutual funds winning the golden diamond award in Taiwan by lump-sum investing and dollar-cost averaging. This study has three empirical findings. First, the performance of lump-sum investing is higher than dollar-cost averaging for mutual funds winning the golden diamond award. Secondly, the performance of general type golden diamond mutual fund are higher than medium-small and technological type golden diamond mutual fund. Finally, the performance of the short term is higher than the long term for golden diamond mutual fund. The results imply the performance of lump-sum investing strategies in the short term is higher than dollar-cost averaging strategies in the long term for mutual funds winning the golden diamond award. Keyword: Mutual fund, Lump sum investing, Dollar-cost averaging
author2 李顯儀
author_facet 李顯儀
Kevin Zheng
鄭凱文
author Kevin Zheng
鄭凱文
spellingShingle Kevin Zheng
鄭凱文
The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds
author_sort Kevin Zheng
title The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds
title_short The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds
title_full The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds
title_fullStr The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds
title_full_unstemmed The Analysis on The Lump Sum Investing and Dollar-Cost Averaging for Outstanding Mutual Funds
title_sort analysis on the lump sum investing and dollar-cost averaging for outstanding mutual funds
publishDate 2014
url http://ndltd.ncl.edu.tw/handle/86215117497858455205
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