NYT: CONRAD DE AENLLE
Dec 18, 2017
How Funds Manage Boatloads of Money
Kirsten Grind, Tom McGinty and Sarah Krouse
Dec 18, 2017
THE MORNINGSTAR MIRAGE
WSJ: Spencer Jakab
Nov 24, 2017
Is Your Stockpicker Lucky or Good?
Jun 22, 2017
Mutual Fund Trading Costs: The Most Important Fee You’ve Never Heard Of?
What if I told you that there is a fee present in mutual funds that is NOT included in the fund's published expense ratios and is often not publicly disclose...
Mar 15, 2017
Active Mutual Fund Managers’ Struggle to Maintain Assets
Passive funds are increasingly the destination of choice for investors, taking market share from active managers at an accelerating pace. Active funds experi...
Dec 15, 2016
Looking for consistent top performance? Most active funds don't have it
If the fund industry was hoping for breakout performance from actively managed funds, its hopes were once again dashed by S&P Dow Jones Indexes. “It's the pe...
Sep 17, 2016
Survivorship Bias Explained
http://awealthofcommonsense.com/2016/09/survivorship-bias-explained/ Long Term Capital Management is a perfect example of how hubris can derail even the most...
Aug 11, 2016
U.S. mutual funds boost own performance with unicorn mark-ups
BOSTON/SAN FRANCISCO (Reuters) - Some U.S. mutual funds are boosting their performance with relatively big bets on private companies such as Uber and Pintere...
Jun 20, 2016
5 ‘Sneaky’ Mutual Fund Behaviors That Erode Returns: Kenneth Kim
“Infectious Greed.” “Mutual Funds Exposed.” Juicy supermarket tabloid headlines? Hardly. They’re two financial books written by Kenneth A. Kim, PhD., one of ...
The Fiscal Times
Aug 19, 2014
Why Your Hot Mutual Fund Probably Won’t Stay That Way
Any investor who's read the fine print of his or her mutual fund prospectus is familiar with the phrase "past performance is no guarantee of future results,"...
Jul 13, 2014
The Past Performance Of A Mutual Fund Is Not An Indicator Of Future Outcomes ... 96% Of The Time
It's almost impossible to ignore past performance when picking a mutual fund to invest in. Indeed, past performance is often the first thing a mutual fund wi...
Jun 28, 2014
The Many Ways Your Mutual Fund Can Overcharge You
Millions of investors use mutual funds in their investing. Yet whether you own mutual funds directly through fund companies, use a broker to buy them for you...
May 8, 2014
How the mutual fund graveyard can hurt investors
The tendency for mutual fund companies to drop poorly performing funds when calculating historical return data is a major problem for unsuspecting investors,...
Apr 13, 2014
Beware of closet indexing
If you own some mutual funds, they may be less diversified than you think, not likely to outperform their benchmark indexes and overcharging you -- thanks to...
Mar 24, 2014
Why You Shouldn't Buy a Highly-Rated Mutual Fund
Say a mutual fund makes a "best buy" list or is highly rated. Should you buy it? The latest round of research, which confirms decades of academic findings, s...
Mar 17, 2014
Are You Paying Too Much For Mutual Funds?
When it comes to your investments, you may be paying twice as much for half of the service. I see managed account options where you pay fees of 2.5 percent a...
Mar 13, 2014
Mutual Funds: Does Size Really Matter?
Open-ended mutual funds have a great track record of expanding to mammoth sizes quickly as investors flock to these growing funds. But it is possible for fun...
Jun 13, 2013
Wishing Upon A Star Manager Doesn't Work
Did you see that!? Another amazingly bright mutual fund manager burned out. After a streak of greatness, his fund’s performance went pitch black. Missed it? ...