Talk of The Villages Florida - View Single Post - Question(s) About Mutual Funds Bought Through Advisors
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Old 03-14-2024, 04:50 PM
Boomer Boomer is offline
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Thanks, manaboutown and Caymus,

I have the top ten holdings of funds in my friend's advisor's report, but I want to take a scalpel to those to dissect them for as much as I can find out about the fees. An earlier search gave me only partial information for some and others I could not find at all. I probably didn't try hard enough.

I have done this throughout the years -- for my own info as manager of the Boomer Fund -- by using those sources you mentioned, but I will take another look. (I used to sometimes copy Will Danoff's homework by looking at Contrafund's top ten holdings.)

I must sound like a woman obsessed. I have to find out what's inside those mutual funds in fees. The AUM is the easy part. But are the internal fees fair fees? I also wonder if incentives come in other forms, not exactly commissions.

Maybe I should take up crafts or day-drinkin' instead of delving into mutual fund costs............yeah, right, like that's gonna happen.

Boomer
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Last edited by Boomer; 03-14-2024 at 04:56 PM.