Cheap Funds Dupe Investors – Q1 ’18

Cheap Funds Dupe Investors – by David Trainer

Summary

  • Fund holdings affect fund performance more than fees or past performance.
  • Our research on holdings enables investors to find funds with high quality holdings (the best chances for outperformance) – AND – low fees.
  • Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks.

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