What determines mutual fund trading in foreign stocks?

Kalok Chan, Vicentiu Covrig

Research output: Journal Publications and ReviewsRGC 21 - Publication in refereed journalpeer-review

Abstract

We examine the portfolio rebalancing, measured by the equity churn rate, of mutual funds from 29 countries based on annual stockholdings over the 1999-2006 period. We find that funds more often trade the stocks of companies located in countries with higher degree of information asymmetry and are less familiar to fund managers, after we control for the effects of stock market development and investor protection. Consistent with the behavioral bias, fund managers more often rebalance stocks in foreign markets that perform well. This bias is exacerbated when fund managers are less familiar with and less informed about those markets. © 2012 Elsevier Ltd.
Original languageEnglish
Pages (from-to)793-817
JournalJournal of International Money and Finance
Volume31
Issue number4
DOIs
Publication statusPublished - Jun 2012
Externally publishedYes

Bibliographical note

Publication details (e.g. title, author(s), publication statuses and dates) are captured on an “AS IS” and “AS AVAILABLE” basis at the time of record harvesting from the data source. Suggestions for further amendments or supplementary information can be sent to [email protected].

Research Keywords

  • Churn rate
  • Familiarity
  • Information disclosure
  • Mutual funds
  • Trading
  • Turnover

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