How Does Market Sentiment Influence Fund Investors' Capital Allocation Decisions?

How Does Market Sentiment Influence Fund Investors' Capital Allocation Decisions?

Authors

  • Feifei Zhang Research Institute of International Economics and Management, Xihua University, Chengdu, Sichuan, China
  • Shanshan Li Research Institute of International Economics and Management, Xihua University, Chengdu, Sichuan, China

DOI:

https://doi.org/10.53469/ijomsr.2026.09(03).07

Abstract

NA

References

Ippolito, R.(1992).Consumer reaction to measures of poor quality :evidence from the mutual fund industry. Journal of Lawand Economics,35,45-70.

Gruber, Martin J.,1996, Another puzzle: The growth inactively managed mutual funds, Journal of Finance 51,783–810.

Chevalier, J., & Ellison, G. (1997). Risk Taking by Mutual Funds as a Response to Incentives. Journal of Political Economy, 105(6), 1167–1200.

Sirri, E. R., & Tufano, P. (1998). Costly Search and Mutual Fund Flows. The Journal of Finance, 53(5), 1589–1622.

Ferreira, M. A., Keswani, A., Miguel, A. F., & Ramos, S. B. (2010). The Flow-Performance Relationship Around the World. SSRN Electronic Journal. https://doi.org/10.2139/ssrn.1364062

Guo, J., & Schönleber, L. (2020). Prospect Theory and Mutual Fund Flows. SSRN Electronic Journal.

Cheng, I.-H., Hong, H., & Scheinkman, J. A. (2024). Climate sentiment and financial markets. Review of Financial Studies, 37(1), 1–45.

Sirri, E. R., & Tufano, P. (1998). Costly Search and Mutual Fund Flows. The Journal of Finance, 53(5), 1589–1622.

[9] Li Yao, Yu Jinjie. External effects of open-ended fund redemption mechanism [J]. Financial Research, 2004, (12): 111-120.

Shu Jinghong. An empirical study on the redemption phenomenon of open-ended funds [J]. Quantitative Economics and Technological Economics Research, 2005, (04): 117-126.

Lu Rong, Chen Baizhu, Xu Longbing, et al. Fund performance and investor choice - A study on the abnormal phenomenon of redemption in Chinese open-ended funds [J]. Economic Research, 2007, (06): 39-50.

Wang Huijian, Zhang Bing, Zhou Anning. An empirical study on the anomaly of redemption in Chinese open-ended funds [J]. Southern Economy, 2007, (08): 65-73.

Feng Jinyu. Is there no “redemption anomaly” in the domestic fund market? -- Based on the perspective of fund performance and capital flow [J]. Securities Market Herald, 2012, (12): 67-74.

Wang Zebo, Wang Xing. An empirical study on “redemption anomaly” in my country’s open-ended funds -- based on Baidu Index as attention [J]. Economic Research Guide, 2017, (16): 80-84+86.

Xiao Jihui. The impact of fund performance on investors’ subscription and redemption behavior: considering evidence from stock market performance [J]. Auditing and Economic Research, 2016, 31(04): 89-100.Wu, Y. & Zhang, X. (2024) Investor sentiment and mutual fund flow-performance sensitivity: Evidence from China. Accounting & Finance, 64(Suppl. 1), 5133–5167.

Kahneman, D. and Tversky, A. (1979) Prospect Theory: An Analysis of Decision under Risk. Econometrica: Journal of the Econometric Society, 47, 263-291.

Baker, M., & Wurgler, J. (2006). Investor sentiment and the cross-section of stock returns. Journal of Finance, 61(4), 1645–1680.

Wen, T., Zhang, B., & Zhang, X. (2021). The Impact of Market Sentiment on Fund Flow. Advances in Economics, Business and Management Research, 190.

Wang, J., Wang, X., Yang, J., & Zhuang, X. (2020). Impact of investor sentiment on mutual fund risk taking and performance: evidence from China. Enterprise Information Systems, 14(6), 833–857.

Song, Z., Gong, X., Zhang, C., & Yu, C. (2023). Investor sentiment based on scaled PCA method: A powerful predictor of realized volatility in the Chinese stock market. International Review of Economics & Finance, 83, 528–545.

Song, Z., & Yu, C. (2022). Investor sentiment indices based on k-step PLS algorithm: A group of powerful predictors of stock market returns. International Review of Financial Analysis, 83, 102321.

Yi Zhigao, Mao Ning. A study on the measurement of investor sentiment in the Chinese stock market: the construction of CICSI [J]. Financial Research, 2009, (11): 174-184.

Kaplanski, G., & Levy, H. (2010b). Sentiment and Stock Prices: The Case of Aviation Disasters. Journal of Financial Economics, 95, 174-201.

Liu, J., Stambaugh, R., & Yuan, Y. (2019). Size and value in China. Journal of Financial Economics.

DeMiguel V, Gil-Bazo J, Nogales F J, et al. Machine learning and fund characteristics help to select mutual funds with positive alpha[J]. Journal of Financial Economics, 2023, 150(3):103737.

Lan C. The efficacy of market timing and value creation[J]. Journal of Financial Research, 2024, 48(3):1032-1066.

Downloads

Published

2026-03-31

Issue

Section

Articles
Loading...