Are actively-managed funds dead? Great write-up by Bill Nygren on the benefits of active funds, assuming they are truly actively-managed. Also a very good explanation of active share, an important metric for manager due diligence, and why it’s important to understand what an investor is getting for the fees paid.
Bradley Wallace, CFA’s Post
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Senior Manager - Training at Kotak Mahindra Asset Management Company Limited | Ex Guest Faculty @CIEL, @TMU Moradabad
🌟 3 Major Points to Check Before Investing in Mutual Funds! 🌟 Investing in mutual funds can be a game-changer for your financial future, but making informed decisions is crucial. Here are three key points to consider before taking the plunge: 1️⃣ Understand Your Financial Goals 🎯 - Define your investment horizon: short-term, medium-term, or long-term? - Identify your risk tolerance: conservative, moderate, or aggressive? - Align your mutual fund choice with your financial goals to ensure they complement each other. 2️⃣ Research Fund Performance & History 📊 - Look at the fund's past performance over various time periods. - Evaluate the fund manager's track record and their investment style. - Compare the fund’s performance with its benchmark and peers. 3️⃣ Assess Fees & Expenses 💸 - Understand the expense ratio and how it impacts your returns. - Be aware of entry and exit loads, if any. - Compare the fees across similar funds to ensure you’re getting value for your money. Investing in mutual funds is about making your money work for you. Stay informed, stay patient, and watch your investments grow! 💡 What other points do you consider before investing in mutual funds? Share your thoughts! #MutualFunds #Investing #PersonalFinance #InvestmentTips #FinancialGoals
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Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
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Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
-
Do you really know your index funds? Don't overlook the numerous active decisions made in their construction and maintenance. New Dimensional research explores how passive investing is a series of active – and often arbitrary – decisions. #EmpowerFundPartner
Indices Acting Active: Index Decisions May Be More Active than You Think
my.dimensional.com
