Recent posts tagged ‘expenses’

More target date “bubbles”

By on March 2, 2011 4:01 pm

In my February 4 post, I complained about what I perceived as mischaracterization of the performance of target date funds because of reporting that focused on the spectacularly poor results of a few small, unusual outlying target date funds (TDFs).

Well, last week a Government Accountability Office report on TDFs was released, and I’m starting to get a whiff of similarly slanted reporting on a different subject: accusations that these funds are charging “outrageous fees.”

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Yes, Virginia, we really are client-owned

By on March 25, 2010 11:32 am

While listening to groups of investors recently as part of some research, we learned something that was, to us, a bit disappointing.

And thereby hangs a tale.

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