Survey Finds Hidden Trading Costs
By: The Wall Street Journal (Nov 2004)
The Wall Street Journal's "Survey Finds Hidden Trading Costs" cites research conducted by Dr. O'Neal on the costs that investors in mutual funds incur when their mutual fund portfolio managers implement trading strategies. "That investors in actively managed funds incur portfolio trading costs that are over seven times that of index fund investors is another in the long line of reasons for investors to favor index funds," says Dr. O'Neal.
Why Brokers Want You to Buy 'B Shares'
By: The Wall Street Journal (Jul 2004)
The Wall Street Journal's "Why Brokers Want You to Buy 'B Shares' and Other Questionable Investments" extensively cites research conducted by Dr. O'Neal on multiple share class mutual funds.
Mind Your Money, and Your Broker
By: The Washington Post (Jul 2004)
The Washington Post's "Mind Your Money, and Your Broker" quotes Dr. O'Neal on the tendency for brokers to recommend higher cost actively managed mutual funds rather than less expensive index funds.
True Fund Costs Tricky to Figure
By: Denver Rocky Mountain News (Apr 2004)
Denver Rocky Mountain News' "True Fund Costs Tricky to Figure" cites mutual funds research by Dr. O'Neal.
SEC's Agreement with MFS Puts Mutual Funds on Notice
By: The Wall Street Journal (Apr 2004)
The Wall Street Journal's "SEC's Agreement with MFS Puts Mutual Funds on Notice" quotes Dr. O'Neal on mutual-fund transaction costs.
How much does trading cost?
By: Business Week (Mar 2004)
Business Week's "How much does trading cost?" cites research on mutual fund brokerage commissions conducted by Dr. O'Neal.
Funds' risk changes at disclosure times, study says
By: The Washington Post (Mar 2004)
The Washington Post's "Funds' risk changes at disclosure times, study says" mentions Dr. O'Neal's research on window-dressing that was presented to SEC staff members who asked O'Neal to identify specific mutual funds with the most striking trading patterns.
Fund Group Pushes New Disclosures
By: The Wall Street Journal (Feb 2004)
The Wall Street Journal's "Fund group pushes new disclosures" quotes Dr. O'Neal, saying "Surprisingly, commission levels do not appear in most fund prospectuses and therefore most investors are completely unaware of the magnitude of these costs of trading."
Study finds large mutual funds have undisclosed trading costs
By: The Boston Globe (Jan 2004)
The Boston Globe's "Study finds large mutual funds have undisclosed trading costs" quotes Dr. O'Neal, saying "the true or total cost of investing in mutual funds is substantially higher than is disclosed by the expense ratio."
