共同基金透過基金經理人的操作，衍生出個別基金所特有的基金行為，包含了績效、風險、規模和週轉率。本文嘗試由基金經理人的性別、年齡、經歷與學歷等個人屬性角度切入，探討基金週轉率和基金經理人之間是否存在著某些程度的關聯性，企盼透過非風險因素的探討，增加投資人選取基金的思考構面。本研究所採用的樣本資料，為『中華民國證券投資信託暨顧問商業同業公會』及各大投信網站於所提供各基金週轉率及基金經理人資料。研究期間為民國九十年一月至民國九十二年十二月，共三年，經過資料篩選後，本研究得到69支基金之經理人樣本。研究方法則採用單因子變異數分析及 t 統計方法，以進行實證分析。並利用迴歸分析來預測經理人個人屬性是否能預測基金週轉率。實證發現，年齡大於30歲基金經理人其基金週轉率顯著高於年齡小於30歲基金經理人。本研究也發現年資低於20年之經理人其基金週轉率比年資大於20年高。此外，基金經理人性別與學歷的不同造成基金週轉率的差異，和先前周哲旭（民國87）、周宜璉（民國89年）及劉濠葦（民國89年）的研究結論不同。

　　Once fund managers have to face fund performance and profession challenge, the managers procured the fund behavior. This research begins from the qualities of mutual fund manager. I’ll discuss the influence that the turnover rate, fund manager age, sex, schooling record and experiences would have on its achievement. Hoping through these different sides of thinking would provide a direction for investors when choosing Mutual fund. Using the monthly data after Taiwan financial crisis and web of domestic investment trust companies from January 2001 to December 2003, we sift through the whole information in the three years, and used one way ANOVA and t test. Then we adopted the multiple regression analysis to estimate the coefficient. We found that there is significant relationship between age/experience/sexuality/ education level, and turnover rate.

中文部分
吳靜婷著，共同基金績效持續性及投信公司績效差異之探討，國立中央大學企業管理研究所未出版碩士論文，民國87年6月。
周哲旭著，共同基金經理人之個人屬性與多空市場型態對其人格特質與操作績效關係之調節效應，國立交通大學管理科學研究所未出版碩士論文，民國87年6 月。
張銘煌著，基金經理人更換、董事會組成與績效之研究，輔仁大學金融研究所未出版碩士論文，民國86年6月。
陳志偉著，基金經理人裁量性投資行為之研究，輔仁大學金融研究所未出版碩士論文，民國87年6月。
游佳紅著，基金經理人異動對其績效影響之實證研究，國立中興大學企業管理研究所未出版碩士論文，民國84 年6 月。
洪嘉苓著，共同基金經理團隊與基金績效關係之研究，國立中山大學企業管理學系研究所未出版碩士論文，民國 88 年6 月。
許家豪著，基金經理人特質與基金行為之關聯性，國立中正大學財務金融研究所未出版碩士論文，民國 89 年6 月。
周宜璉著，共同基金經理人面對系統風險時，人格特質、基金特質對績效的影響，國立台北大學企業管理所未出版碩士論文，民國 89 年6 月。
劉濠葦著，運用類神經網路於共同基金績效之研究，國立東華大學企業管理所未出版碩士論文，民國 89 年6 月。
吳明隆著‧SPSS統計應用學習實務：問卷分析與應用統計，知城數位科技，初版，民國92年。
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