| Summary: | 碩士 === 大葉大學 === 管理學院碩士在職專班 === 103 === Open-ended Taiwanese stock from mutual funds from 2005 to 2014 were collected and used as samples to explore the effects on the mutual fund’s investment performance. The data of this study was collected through the rate of Return of Investment, rate of stocking holding, the amount of purchase and redemption, the scale of mutual funds and a variety of expenses. All the data obtained in the survey were statistically analyzed by T-Test and multiple regression analysis.This different empricial data study is to examine the effects of stock holdings and performance in mutual funds.The data analyzed by T-Test and multiple regression analysis,we found the result of higher stock holding ratio and the lower average three- month-ratio of return of investment before financial crisis. The opposite results was after financial crisis. That is lower holding ratios and higher return of investment in mutual funds after crisis.Thus, the stock holding has significant effects on the performance in mutual funds.This study shows that the rate of stock holding influenced the performance in mutual funds significantly.
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