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Case
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Reference no. 9A98N019
Published by: Ivey Publishing
Originally published in: 1998
Version: 1998-10-07

Abstract

The case illustrates the issues involved in selecting a mutual fund when a married couple is trying to determine in which mutual fund(s) to invest. The couple is attempting to predict future returns on mutual funds based on factors such as past performance, management expense ratios, etc. Considerable data are provided about a wide selection of Canadian equity mutual funds.

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Abstract

The case illustrates the issues involved in selecting a mutual fund when a married couple is trying to determine in which mutual fund(s) to invest. The couple is attempting to predict future returns on mutual funds based on factors such as past performance, management expense ratios, etc. Considerable data are provided about a wide selection of Canadian equity mutual funds.

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