Sarah Rogala’s Post

Read the latest from the Equity team in "How Active is your Fund Manager, Really?" This is the first in a three-part series on Active Management across equities and fixed-income strategies. Stay tuned for more! https://hubs.la/Q02JgjVH0 #investing #activemanagement #equities

Read the latest from the Equity team in "How Active is your Fund Manager, Really?" This is the first in a three-part series on Active Management across equities and fixed-income strategies. Stay tuned for more! https://hubs.la/Q02Jg5bY0 #investing #activemanagement #equities

Read the latest from the Equity team in "How Active is your Fund Manager, Really?" This is the first in a three-part series on Active Management across equities and fixed-income strategies. Stay tuned for more! https://hubs.la/Q02Jg79m0 #investing #activemanagement #equities

Read the latest from the Equity team in "How Active is your Fund Manager, Really?" This is the first in a three-part series on Active Management across equities and fixed-income strategies. Stay tuned for more! https://hubs.la/Q02JgkW80 #investing #activemanagement #equities

Read the latest from me and Rob in "How Active is Your Fund Manager, Really?" This is the first in a three-part series on Active Management across equities and fixed-income strategies. Stay tuned for more! https://hubs.la/Q02JgdWc0 #investing #activemanagement #equities

‘Alternatives’ represent a broad category of unique assets and strategies. Learn the features, purpose and potential benefits that Alternatives like the NEI Long Short Equity Fund can provide for your portfolio: https://lnkd.in/gphurd6T

If you invest in a mutual fund, it's crucial to understand what a prospectus is. This is a document that discloses how a fund is managed and what risks investors should consider. Learn where to find them and what they include in our article below.👇 #FundProspectus #MutualFunds #Investing https://lnkd.in/gYC9w5Pd

Ask White Top Investor: Why do advisors push mutual funds over less costly funds? Advisors collect higher fees by selling mutual funds over less costly funds like ETFs. The difference comes out of the investor's pockets. Whether mutual funds perform well or poorly, advisors receive commissions, charge annual fees, and collect management fees for their firms. In that scheme, everybody wins except the investor. Many advisors prioritize their financial gain over clients by loading accounts with mutual funds to collect the high recurring and exit fees. That is never in the client's best interest. Investors holding mutual funds that switch to cost-efficient ETFs avoid double-dipping mutual fund fees and collect higher returns. See more details, discussion, and FAQs in this lesson: https://lnkd.in/gEC-gQB #$Maker #WallStreet

10 Largest Mutual Funds by AUM Many investors focus on total returns when comparing one fund against another. While it's good to know how much your money can grow, the size of the fund can also impact your total returns. Each fund incurs operating costs that factor into the expense ratio. This ratio reflects the annual cost of investing in the fund. For instance, if a mutual fund has a 1% expense ratio, you will have to pay $10 for every $1,000 you put into the fund. Source- https://lnkd.in/gzWViEUt