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Journal of Financial and Quantitative Analysis Vol. 45 No. 4 2010

Rational Cross-Sectional Differences in Market Efficiency: Evidence from Mutual Fund Returns

Paul Schultz

University of Notre Dame

Abstract

Markets should be inefficient enough to allow returns to security analysis to adequately compensate the marginal analyst for his efforts. Cross-sectional differences in the costs of analysis therefore imply cross-sectional differences in market efficiency and in before-cost returns to smart investors. Small growth stocks are difficult to analyze and costly to trade. I find that the abnormal returns of mutual fund investments in small growth stocks from 1980 to 2006 averaged 0.76% per month. Large value stocks are easier to analyze and cheaper to trade. Mutual funds earned average monthly abnormal returns of only 0.05% in large value stocks during the same period.

DOI
10.1017/s0022109010000359
Volume
45
Issue
4
Pages
847-881
Language
en
Sources
openalex bibtex:phds-export.bib crossref

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