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开放式基金在运作到一定的规模之后,由于基金持有者(投资者)和基金管理者之间利益趋向的差异,将会导致两者的基金最优期望规模发生差异。文章基于基金持有者的视角,利用2005年～2007年三年数据,对基金最优规模进行了实证分析,并在此基础上对投资者投资开放型基金的策略提出了相关建议。一、国内外基金规模与收益率问题的相关研究关于基金规模与收益率问题的研究,国外学者
After the open-end fund is operated to a certain scale, the difference in interest trends between the fund-holder (investor) and the fund manager will lead to the differences in the fund’s optimal expectations. Based on the perspectives of fund holders, this paper makes empirical analysis of the optimal size of funds using the data from 2005 to 2007, and puts forward some suggestions on the strategies for investors to invest in open-end funds. First, the domestic and foreign fund size and rate of return of the relevant research on the size of the fund and the rate of return of the study, foreign scholars