Mutual funds: additional costs

Investment Company Research Papers

 * Tax-efficient investing—Solutions for maximizing after-tax returns Vanguard Investment Counseling & Research (08/17/2007)

Academic Papers

 * Chalmers, John M.R., Edelen, Roger M. and Kadlec, Gregory B., "An Analysis Of Mutual Fund Trading Costs" (November 23, 1999). Available at SSRN: http://ssrn.com/abstract=195849   or DOI: 10.2139/ssrn.195849
 * Edelen, Roger M., Evans, Richard B. and Kadlec, Gregory B., "Scale Effects in Mutual Fund Performance: The Role of Trading Costs" (March 17, 2007). Available at SSRN: http://ssrn.com/abstract=951367
 * Haslem, John A., "Mutual Fund Arbitrage and Other Practices: Sources of Explicit and Opportunity Costs" (May 14, 2008). Available at SSRN: http://ssrn.com/abstract=1133152
 * Haslem, John A., "Why Do Mutual Fund Investors Employ Financial Advisors?" (April 1, 2008). Available at SSRN: http://ssrn.com/abstract=1115886
 * Karceski, Jason, Livingston, Miles, and O'Neal,Edward S.' "Portfolio Transactions Costs at U.S. Equity Mutual Funds" ZAG study, (January 2004). Available at http://www.zeroalphagroup.com/news/Execution_CostsPaper_Nov_15_2004.pdf
 * Wermers, Russ, "Mutual Fund Performance: An Empirical Decomposition into Stock-Picking Talent, Style, Transactions Costs, and Expenses" {August 2000)THE JOURNAL OF FINANCE • VOL. LV, NO. 4. Available at http://www.rhsmith.umd.edu/faculty/rwermers/mutuals.pdf