Our first few episodes of Show Us Your Portfolio looked at some thoughtful, evidence-based approaches to portfolio construction. But we also noticed after listening to them that many of the…
Tag: Fund Fees
Shopping for Funds: Is Cheaper Really Better?
A recent CFA Institute article poses the question: “Why, on Wall Street of all places, would the best managers charge less?” The article cites a recent Morningstar study showing that…
Morningstar’s Revamped Ratings Deliver Hit to Active Funds
The rating agency Morningstar has spruced up its rating system, which “hasn’t proved to be very predictive for future performance and volatility” and has “lost its luster because of the…
The Fee Free-Fall Will Continue
Mutual fund fees have been on the decline for seven years, and the trend isn’t expected to slow. This according to an article in Institutional Investor. The article reports that…
Institutional Investor's Rich List
In May, Institutional Investor published its “Rich List” of the world’s 25 highest-earning hedge funds– which, it reports, earned a total of $15.38 billion (approximately $615 million each). In order…
Vanguard Has Seen More Inflows than All Competitors Combined
In the last three calendar years, investors have poured $823 billion into low-cost index and ETF funds managed by Vanguard, about 8.5 times as much as all of its competitors…