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Old 03-14-2024, 06:29 PM
Caymus Caymus is online now
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Quote:
Originally Posted by Boomer View Post
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
You should name a few of the funds.