| 中国开放式基金适度规模研究 |
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| 引用本文： | 朱丽莉,邹顺.中国开放式基金适度规模研究[J].金陵科技学院学报(社会科学版),2008,22(3). |
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| 作者姓名： | 朱丽莉 邹顺 |
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| 作者单位： | 1. 金陵科技学院商学院,江苏,南京,211169
2. 无锡国联证券有限责任公司,江苏,无锡,214003 |
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| 摘 要： | 开放式基金规模是基金管理的重要内容，对基金绩效产生重要影响，因此研究我国开放式基金规模问题具有较强的现实意义。在分析开放式基金规模与绩效关系的基础上，构建了开放式基金适度规模测度方法，并运用48只开放式基金数据进行实证分析。研究表明，中国开放式基金收益率与基金规模呈现二次曲线变动关系，开放式基金规模并非越大越好，而是存在适度的规模。根据经济适度规模分析思想，得出中国开放式基金适度规模。
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| 关 键 词： | 开放式基金 基金净值 绩效 适度规模 |
An Analysis of the Moderate Size of China's Open-ended Fund |
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| ZHU Li-li,ZOU Shun.An Analysis of the Moderate Size of China's Open-ended Fund[J].Journal of Jinling Institute of Technology :Social Science Edition,2008,22(3). |
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| Authors: | ZHU Li-li ZOU Shun |
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| Abstract: | The size of open-ended funds has extinctive effect on the performance, which is the important factor in management.Therefore,the study of the relationship between the size of open-ended fund and performance is very important.Based on the theory of scale economy,the paper constructs the fixed effects model,in which the author studies the empirical relationship through 48 open-ended fund's data.The empirical results reveal that the performance was related extensively with the square of the open-ended fund's size.On the base,the paper constructs the model to calculate the moderate size of open-ended fund.Accordingly to the results,the paper offered some proposition for the managers. |
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| Keywords: | open-ended fund fund's NPV performance moderate size |
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