We have completed an extensive research study of mutual fund costs and returns for the period 2000 – 2016. This post highlights some key findings which we are now using to present updated and improved estimates of fund ownership costs. The technical paper with detailed results is here.
We've released a few minor, but helpful changes to the Cost Analysis Report Funds' Actual Returns for the preceding 12 months, both pre-tax and after-tax, shown in the top table are now calculated under the [...]
The new Personal Fund Portfolio Analysis Tool enables you to perform an aggregated cost analysis of an entire fund portfolio using the same algorithms and same up-to-date fund data as are used for the familiar [...]
We've added some new information to the main Fund Cost Report -- the name of the fund's closest applicable benchmark market index, along with the fund's correlation, tracking error and difference in returns relative to [...]
We've released a few minor but helpful updates to the Cost Analysis Report: In the Last Year's Itemized Costs of Owning This Fund table and Basic Fund Profile table, we further break down the management [...]
Paul Adams and Cory Shepherd of Sound Financial Group interviewed me recently on their Your Business Your Wealth podcast. I had a great time speaking with them. Listen in! https://sfgwa.com/2020/02/25/podcast-episode-174-the-hidden-costs-of-investing-an-interview-with-dr-stefan-sharkansky/
Forbes has an article on February 29, 2020, "Study: High Fund Expenses, Turnover Have Negative Effect On Performance" by Lawrence Carrel, about our recent research study. Carrel's piece is a well-written summary of our work. [...]