mutualfunds

Data on mutual funds categorized as "Large Blend Equity" funds by Morningstar,
limited to funds in existence for more than 10 years. Data captured 2/28/2023.

datasets

Utilities for multiple hypothesis testing, companion datasets from "Probability and Statistics for Economics and Business: An Introduction Using R" by Jason Abrevaya (MIT Press, under contract).

Nathan Gardner Hattersley

probstats4econ

Companion Package to Probability and Statistics for Economics
and Business

Jason Abrevaya

mutualfunds function

<div class="section" id="mutualfunds">
<h3><code>mutualfunds</code></h3>
A data frame with 208 rows and 11 columns:<dl>
<dt>name</dt>
<dd>Name of mutual fund</dd><dt>fund_age</dt>
<dd>Age of fund (in years)</dd><dt>expense_ratio</dt>
<dd>Expense ratio (net)</dd><dt>aum</dt>
<dd>Assets under management (in millions of dollars)</dd><dt>min_investment</dt>
<dd>Minimum investment level (in dollars)</dd><dt>load</dt>
<dd>Y if fund has a load (sales charge or fee), N if not</dd><dt>manager_tenure</dt>
<dd>Tenure of current fund manager (in years)</dd><dt>return_1yr</dt>
<dd>One-year annualized return</dd><dt>return_3yr</dt>
<dd>Three-year annualized return</dd><dt>return_5yr</dt>
<dd>Five-year annualized return</dd><dt>return_10yr</dt>
<dd>Ten-year annualized return</dd>
</dl></div>

Format

Mutual-fund performance data — mutualfunds

<div class='section' id='mutualfunds'>
<h3><code>mutualfunds</code></h3>


A data frame with 208 rows and 11 columns:<dl>
<dt>name</dt>
<dd>Name of mutual fund</dd>

<dt>fund_age</dt>
<dd>Age of fund (in years)</dd>

<dt>expense_ratio</dt>
<dd>Expense ratio (net)</dd>

<dt>aum</dt>
<dd>Assets under management (in millions of dollars)</dd>

<dt>min_investment</dt>
<dd>Minimum investment level (in dollars)</dd>

<dt>load</dt>
<dd>Y if fund has a load (sales charge or fee), N if not</dd>

<dt>manager_tenure</dt>
<dd>Tenure of current fund manager (in years)</dd>

<dt>return_1yr</dt>
<dd>One-year annualized return</dd>

<dt>return_3yr</dt>
<dd>Three-year annualized return</dd>

<dt>return_5yr</dt>
<dd>Five-year annualized return</dd>

<dt>return_10yr</dt>
<dd>Ten-year annualized return</dd>


</dl>

</div>

mutualfunds: Mutual-fund performance data

Description

Usage

Arguments

Format

`mutualfunds`