Tag: performance

High Fees Tied to Mutual Fund Complexity

Squared Away Blog by Kimberly Blanton

November 17, 2020

When David Marotta is investing his clients’ money in mutual funds, he scrutinizes the fees. To demonstrate why fees are so important, Marotta charted the fees and 10-year returns for dozens of index funds in the Standard & Poor’s 500 family. Since these funds all track the same index and their performance is roughly t…

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