Get started
Author

Kate Upton

Institution: Elon University
Observed institution: Elon University
ORCID: 0000-0003-1947-5260
Observed ORCID: 0000-0003-1947-5260
OpenAlex ID: A5032420855
Actively managed ETFs vs actively managed mutual funds
2018 · D. Eli Sherrill, Kate Upton · Managerial Finance · 11
Side‐by‐side management of mutual funds and actively managed exchange traded funds
2022 · Adam L. Aiken, D. Eli Sherrill, et al. · Financial Review · 7
PDF
Shades of Green: The Effect of SFDR Downgrades on Fund Flows
2025 · Hirofumi Nishi, Stephen Peabody, et al. · The Journal of Investing · 5
Investor Relations Role in Merger and Acquisition Activity
2018 · Kate Upton · Quarterly Journal of Finance · 5
Home Is Where Your 529 Plan Is: State Variation in Plan Offerings
2026 · Kate Upton, D. Eli Sherrill · The Journal of Investing · 1
Do advisor 529 plans add value for investors compared to direct plans?
2026 · D. Eli Sherrill, Kate Upton · Managerial Finance
Behind the Curtain: Analysis of TDFs’ Holdings and the Performance of Their Underlying Funds
2025 · D. Eli Sherrill, Kate Upton · Quarterly Journal of Finance
Active ingredients: How actively managed holdings shape target date fund performance and costs
2025 · D. Eli Sherrill, Kate Upton · The Journal of Financial Research
PDF
Active Targets: An Examination of Target Date Funds' Costs and Performance Related to Active Management
2024 · Kate Upton, D. Eli Sherrill · SSRN Electronic Journal
Active Targets: An Examination of Target Date Funds' Costs and Performance Related to Active Management
2024 · Kate Upton, D. Eli Sherrill · SSRN Electronic Journal
Bond Portfolio Holding Period Return Decomposition
2017 · Robert Brooks, Kate Upton · The Journal of Investing
Actively Managed ETF versus Actively Managed Mutual Funds
2017 · D. Eli Sherrill, Kate Upton · SSRN Electronic Journal
Works count: 12
Citation count: 29
H-index: 4
I10-index: 1
Year
Topic
Type