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Abstracts prior to volume 5(1) have been archived!

Issue 5(1), October 2010 -- Paper Abstracts
Girard  (p. 9-22)
Cooper (p. 23-32)
Kunz-Osborne (p. 33-41)
Coulmas-Law (p.42-46)
Stasio (p. 47-56)
Albert-Valette-Florence (p.57-63)
Zhang-Rauch (p. 64-70)
Alam-Yasin (p. 71-78)
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Nonis-Hudson-Hunt (p. 95-106)



JOURNAL OF APPLIED BUSINESS AND ECONOMICS

Specialty Funds vs. General Mutual Funds and Socially Responsible
Investment (SRI) Funds: An Intriguing Risk/Return Paradigm

Author(s): Brian D. Fitzpatrick, Joshua Church, Christopher H. Hasse

Citation: Brian D. Fitzpatrick, Joshua Church, Christopher H. Hasse, (2012) "Specialty Funds vs. General Mutual Funds and Socially Responsible Investment (SRI) Funds: An Intriguing Risk/Return Paradigm," Vol. 13, Iss. 2, pp. 175 - 187

Article Type: Research paper

Publisher: North American Business Press

Abstract:

This paper examines the benefits and detriments of specialty funds (sector funds) during both bull and bear markets. We created a contrasting analysis between general global mutual funds, specialty funds and Socially Responsible Investment (SRI) funds, incorporating 1 year, 3 year, 5 year and 10 years annualized returns for fifteen popular funds (period ending 5/7/2010), and found that specialty funds exhibited superior risk/return tradeoffs.