A Horizon‐Based Decomposition of Mutual Fund Value Added Using Transactions

A-Tier
Journal: Journal of Finance
Year: 2024
Volume: 79
Issue: 3
Pages: 1831-1882

Authors (4)

JULES VAN BINSBERGEN (not in RePEc) JUNGSUK HAN (Seoul National University) HONGXUN RUAN (not in RePEc) RAN XING (not in RePEc)

Score contribution per author:

1.005 = (α=2.01 / 4 authors) × 2.0x A-tier

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

Abstract

We decompose mutual fund value added by the length of funds' holdings using transaction‐level data. We motivate our decomposition with a model featuring horizon‐specific investment ideas, where short‐term ideas are less scalable because the associated trades cannot be spread over time. Fund turnover correlates negatively with the horizon over which value is added and positively with price impact costs. As predicted, holdings of high‐turnover funds add a substantial amount of value in the first two weeks, of which more than 80% is earned on Federal Open Market Committee (FOMC) and earnings announcement days. Holdings of low‐turnover funds add value only over longer horizons.

Technical Details

RePEc Handle
repec:bla:jfinan:v:79:y:2024:i:3:p:1831-1882
Journal Field
Finance
Author Count
4
Added to Database
2026-01-25