Mutual Fund Flow and Performance Replication Data

Replication data for a study on cross-fund subsidization and the flow-performance relation in mutual funds. The package was created by Jingrui Xu for a forthcoming article in the Review of Asset Pricing Studies. It was last updated in March 2026.

Use Cases

• Replicate regression analyses on fund_flow and fund_performance metrics.
• Analyze cross-subsidization patterns using fund_family identifiers and expense_ratio data.
• Examine the relationship between past returns and subsequent capital flows across fund categories.

Strengths

• Data supports replication of a peer-reviewed academic study.
• Associated with a forthcoming publication in a major finance journal.

Limitations

• The specific number of rows, columns, and data size are unknown.
• The temporal coverage and geographic scope of the underlying data are not specified.

Provenance

Source

Harvard Dataverse, provided by author Jingrui Xu.

Collection Method

Created as a replication package for an academic finance study.

Freshness

Last updated March 2026.