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Quarterly Journal of Economics Vol. 120 No. 1 2005

Why are Most Funds Open-End? Competition and the Limits of Arbitrage

Johannes Stein1,2

1 National Bureau of Economic Research · 2 Harvard University

Abstract

The majority of asset-management intermediaries (e.g., mutual funds, hedge funds) are structured on an open-end basis, even though it appears that the open-end form can be a serious impediment to arbitrage. I argue that when funds compete to attract investors' dollars, the equilibrium degree of open-ending in an economy can be excessive from the point of view of these investors. One implication of the analysis is that, even absent short-sales constraints or other frictions, economically large mispricings can coexist with rational, competitive arbitrageurs who earn small excess returns.

DOI
10.1162/0033553053327489
Volume
120
Issue
1
Pages
247-272
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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