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Creating and Managing a SMIF Club That Invests Exclusively in Mutual Funds

Riley M. L. Perkins, Michael D. Phillips and Dong Y. Nyonna
The Journal of Investing October 2022, 31 (6) 54-66; DOI: https://doi.org/10.3905/joi.2021.1.219
Riley M. L. Perkins
is a finance student at Austin Peay State University in Clarksville, TN
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Michael D. Phillips
is a professor of finance and the chair of excellence in free enterprise at Austin Peay State University in Clarksville, TN
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Dong Y. Nyonna
is a professor at Austin Peay State University in Clarksville, TN
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Abstract

Extant literature suggests that many student-managed investment funds (SMIFs) restrict membership to a few knowledgeable students, develop skills unevenly across participants, and lack formal organization and/or execution. The reality is that most individuals and many financial advisors recommend investing through mutual funds for retirement, yet most SMIFs are designed for investing in individual securities rather than in mutual funds. This article fills this void by providing a detailed framework of goals, processes, and solutions for establishing a SMIF focused exclusively on mutual fund investments that is appropriate for all undergraduate business majors. The design here is appropriate for an audience without prior investment expertise and leads to competency in mutual fund analysis, selection, and asset allocation decisions.

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The Journal of Investing: 31 (6)
The Journal of Investing
Vol. 31, Issue 6
October 2022
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Creating and Managing a SMIF Club That Invests Exclusively in Mutual Funds
Riley M. L. Perkins, Michael D. Phillips, Dong Y. Nyonna
The Journal of Investing Sep 2022, 31 (6) 54-66; DOI: 10.3905/joi.2021.1.219

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Creating and Managing a SMIF Club That Invests Exclusively in Mutual Funds
Riley M. L. Perkins, Michael D. Phillips, Dong Y. Nyonna
The Journal of Investing Sep 2022, 31 (6) 54-66; DOI: 10.3905/joi.2021.1.219
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  • Article
    • Abstract
    • LITERATURE REVIEW
    • THE GENESIS OF THE GOVS FUND
    • LEARNING ENVIRONMENT
    • HOW OUR EXPERIENCE MANAGING AN ALL-EQUITY SMIF INFORMED OUR MUTUAL FUND–FOCUSED SMIF
    • THE GOVS FUND EXPERIENCE: A CHRONOLOGY
    • CONCLUSION/FINAL THOUGHTS
    • ENDNOTES
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