Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund.
Our research on holdings enables investors’ to find funds with high quality holdings – AND – low fees.
The radically higher number of US equity mutual funds (4,700+) versus ETFs (380+) is not indicative of better stock selection from active management. On the contrary, the vast majority of actively-managed funds do not justify the higher fees they charge. They do not, in terms of stock selection and expected returns, add value versus passively managed benchmarks.Read More