Should Investors Avoid All Actively Managed Mutual Funds? A Study in Bayesian Performance Evaluation

A-Tier
Journal: Journal of Finance
Year: 2001
Volume: 56
Issue: 1
Pages: 45-85

Authors (3)

Klaas P. Baks (not in RePEc) Andrew Metrick (Yale University) Jessica Wachter (not in RePEc)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This paper analyzes mutual‐fund performance from an investor's perspective. We study the portfolio‐choice problem for a mean‐variance investor choosing among a risk‐free asset, index funds, and actively managed mutual funds. To solve this problem, we employ a Bayesian method of performance evaluation; a key innovation in our approach is the development of a flexible set of prior beliefs about managerial skill. We then apply our methodology to a sample of 1,437 mutual funds. We find that some extremely skeptical prior beliefs nevertheless lead to economically significant allocations to active managers.

Technical Details

RePEc Handle
repec:bla:jfinan:v:56:y:2001:i:1:p:45-85
Journal Field
Finance
Author Count
3
Added to Database
2026-01-26