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Record W4213035763 · doi:10.55365/1923.x2021.19.15

Market-share Changes and Net Flows of Equity Mutual Funds in the U.S.: Quantile Analysis

2021· article· en· W4213035763 on OpenAlexvenueno aff
Kwangsoo Ko, Miyoun Paek

Bibliographic record

VenueReview of Economics and Finance · 2021
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Markets and Investment Strategies
Canadian institutionsnot available
FundersUniversity of Cincinnati
KeywordsMutual fundEquity (law)InflowEconomicsClosed-end fundNet asset valueOutflowQuantileEconometricsFinancial economicsBusinessMonetary economicsFinanceMarket liquidity

Abstract

fetched live from OpenAlex

This study compares market-share changes with net flows to revisit the fund flow-performance relationship in the sense of the heteroscedasticity of fund flows.Decomposing market-share change (net flow) into inflow and outflow shares and other parts (inflow and outflow) using equity fund data obtained from the EDGAR system and CRSP mutual fund data basis employed to explain fund investor behavior.Market-share changes have a convex relationship with past performance, but net flows do not.Quantile regressions show somewhat different behavior between market-share changes and net flows.A characteristic analysis shows that relatively large (small) funds in the high (low) performance domain play an important role in the convex relationship between market-share changes and past performance.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.003
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.011
Threshold uncertainty score0.022

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0010.003
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.002
Science and technology studies0.0000.000
Scholarly communication0.0010.000
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0010.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.053
GPT teacher head0.259
Teacher spread0.205 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2021
Admission routes1
Has abstractyes

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