Passively-managed equity funds have exploded in popularity in recent years, thanks to the perception that they charge lower fees while providing market returns with market risk.

The true story is much more complicated, as performance, fees and portfolio turnover can vary widely among funds billing themselves as “passively managed.” Jensen Investment Management advises investors to lookbeneath the hood, and make sure the strategy they seek is actually the strategy they get.

Download your copy of Active Share Update: Choices Abound in Active & Passive – and starting receiving the NAPA Net Daily – absolutely FREE!

We’ll send you a link to download your copy of Active Share Update: Choices Abound in Active & Passive. We’ll also send you the NAPA Net Daily e-newsletter, bringing the latest retirement plan industry news and insider commentary directly to your inbox every day.

Post a Comment

Your email is never published nor shared. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>