What Factors Drive the Success of a New Fund – Morningstar

This paper seeks to explain successful fund launches globally for equity, fixed income, and allocation asset classes and understand the factors that drive investor preferences for these new funds.  We define success as the forward 36-month Star Rating and investor preferences as the forward 36-month cumulative flows.  By studying the two models in parallel, our goal is to explain how investor preferences for funds are aligned or misaligned with factors driving future Star Ratings.

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