A Great Strategy For Mutual Funds
Below is a synopsis of this investment report:
- Mutual funds served their purpose back in the 1980s and 1990s as effective vehicles to broadly diversify a retail investor’s portfolio, despite their exorbitant fees and rampant tax issues.
- The time for these products has passed, and the retail investor community should strongly consider upgrading to the level of service and expertise offered to institutional investors.
- The Investment Committee conducted a rather unorthodox analysis of mutual fund performance to conclude a more effective strategy for those who want to profit from the mutual fund business.
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