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Lewis Braham: What To Expect When Your Fund Merges With Another Fund

TedTed
in The Bullpen
FYI: When shareholders of USAA International read the mutual fund’s next annual report, they might wonder what the heck just happened. Morningstar rates it five stars for its stellar long-term performance, but the fund recently fired MFS, the subadvisor largely responsible for that track record, and replaced it with two relatively unknown firms.
Regards,
Ted
https://www.barrons.com/articles/mergers-of-asset-managers-are-on-the-rise-what-it-means-for-investors-51570229675?mod=djem_b_Weekly Feed for Barrons Magazine
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