                                         787

Philip Halpern and Isabelle I. Fowler, Investment Management Fees and Determinants
of Pricing Structure in the Industry, Journal of Portfolio Management, 17, no. 2 (Winter
1991), pp. 74-79.

3.       (distribution fee) 12b-l
  . . :

Stephen P. Ferris and Don M. Chance, The Effect of 12b-l Plans Mutual Fund Expense
Ratios: A Note, Journal of Finance, 42, no. 4 (September 1987), pp. 1077-1082.
Charles Trzcinka and Robert Zweig, An Economic Analysis of the Cost and Benefits of S. E. C.
Rule 12b-l, Monograph Series in Finance and Economics 1990-1, New York University
Salomon Center, Leonard N. Stern School of Business.

4.    ,   country funds,  -
  :

Catherine Bonser-Neal, Greggory Brauer, Robert Neal, and Simon Wheatley, International
Investment Restrictions and Closed-End Country Fund Prices, Journal of Finance, 45,
no. 2 (June 1990), pp. 523-547.
Gordon Johnson, Thomas Schneeweis, and William Dinning, Closed-End Country Funds:

Exchange Rate and Investment Risk, Financial Analysts Journal, 49, no. 6 (November/
December 1993), pp. 74-82.

5.    (REIT)   :

William L. Burns and Donald R. Epiey, The Performance of Portfolios of REITS +

Stocks, Journal of Portfolio Management, 8, no. 3 (Spring 1982), pp. 3742.

Robert H. Zerbst and Barbara R. Cambon, Real Estate: Historical Returns and Risks,

Journal of Portfolio Management, 10, no. 3 (Spring 1984), pp. 520.

Paul M. Firstenburg Stephen A. Ross, and Randall C. Zisler, Real Estate: The Whole

Story, Journal of Portfolio Management, 14, no. 3 (Spring 1988), pp. 2234.

Stephen E. Roulac, How to Value Real Estate Securities, Journal of Portfolio Management,

14, no. 3 (Spring 1988), pp. 35-39.

Steven D. Kapplin and Arthur L. Schwartz, Jr., Investing in REITS: Are They All They're

Cracked Up to Be?, AAII Journal, 13, no. 5 (May 1991), pp. 7-11.

6.       .  :

John G. McDonald, French Mutual Fund Performance: Evaluation of Internationally

Diversified Portfolios, Journal of Finance, 28, no. 5 (December 1973), pp. 1161-1180.

Juan A. Palacios, The Stock Market in Spain: Tests of Efficiency and Capital Market

Theory, in International Capital Markets, eds. Edwin J. Eiton and Martin J. Gruber

(Amsterdam: North-Holland Publishing, 1975), pp. 114-149.

Andre L. Farber, Performance of Internationally Diversified Mutual Funds, in International

Capital Markets, eds. Edwin J. Eiton and Martin J. Gruber (Amsterdam: North-Holland

Publishing, 1975), pp. 298-309.

Michael A. Firth, The Investment Performance of Unit Trusts in the Period

1965-75, Journal of Money, Credit and Banking, 9, no. 4 (November 1977), pp. 597-604.

James R. F. Guy, The Performance of the British Investment Trust Industry, Journal of

Finance, 33, no. 2 (May 1978), pp. 443-455.

James R. F. Guy, An Examination of the Effects of International Diversification from the

British Viewpoint on Both Hypothetical and Real Portfolios, Journal of Finance, 33,

no. 5 (December 1978), pp. 1425-1438.

R. S. Woodward, The Performance of U.K. Investment Trusts as Internationally Diversified

Portfolios Over the Period 1968 to 1977, Journal ofBanking and Finance, 1, no. 3 (September

1983), pp. 417-426.