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JOURNAL OF APPLIED BUSINESS AND ECONOMICS

Specialty Funds vs. General Mutual Funds and Socially Responsible

Investment (SRI) Funds: An Intriguing Risk/Return Paradigm

Author(s): Brian D. Fitzpatrick, Joshua Church, Christopher H. Hasse

Citation: Brian D. Fitzpatrick, Joshua Church, Christopher H. Hasse, (2012) "Specialty Funds vs. General Mutual Funds and Socially Responsible Investment (SRI) Funds: An Intriguing Risk/Return Paradigm," Vol. 13, Iss. 2, pp. 175 - 187

Article Type: Research paper

Publisher: North American Business Press

Abstract:

This paper examines the benefits and detriments of specialty funds (sector funds) during both bull and bear markets. We created a contrasting analysis between general global mutual funds, specialty funds and Socially Responsible Investment (SRI) funds, incorporating 1 year, 3 year, 5 year and 10 years annualized returns for fifteen popular funds (period ending 5/7/2010), and found that specialty funds exhibited superior risk/return tradeoffs.