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Why Direct-Sold Funds Often Beat Those Peddled By Advisors

TedTed
in The Bullpen
FYI: (Click On Article Title At Top Of Google Search)
The Disciplined Growth Investors Fund is an endangered species. You can’t buy it at a broker or fund supermarket—only from its management company. Nor will you see it advertised anywhere. But like the timber wolf or Bengal tiger, it’s a thing of beauty. The fund has beaten 97% of its peers in Morningstar’s moderate allocation category in the past three years with a 13.1% annualized return.
Its success is no accident. A study published last August in the Journal of Finance found that actively managed stock funds sold directly to shareholders outperform their broker-sold peers by 1.15 percentage points a year.
Regards,
Ted
https://www.google.com/search?newwindow=1&site=&source=hp&q=Why+Direct-Sold+Funds+Often+Beat+Those+Peddled+by+Advisors+barron's&oq=Why+Direct-Sold+Funds+Often+Beat+Those+Peddled+by+Advisors+barron's&gs_l=hp.3...3470.10525.0.11167.10.10.0.0.0.0.80.676.10.10.0.msedr...0...1c.1.64.hp..10.0.0.xiz74fvZaiY
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