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.
• 05/06/2015 • Edit
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