We have just released a new white paper: The Hidden Cost Burden of Mutual Funds.
Our investment committee has released this white paper as a way to share information about some important factors related to mutual fund investments and some lower cost alternatives to mutual funds. The white paper explains:
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More than 8 of the transaction costs associated with mutual funds
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Calculations of important variables in mutual funds
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Historic performance tracking of mutual funds
Downloads are available to social media users on Facebook:
or you can download through our website on the Fee Schedule page by scrolling down to the bottom and clicking the link to