Month: July 2024

Comparing Active and Passive Funds

Comparing Active and Passive Funds

The purpose of this blog is to document what fee’s can look like in a 20 year investment.  This is using a hypothetical Active fund with a 5.5% Front Load. Source for calculations was the following website https://www.nerdwallet.com/article/investing/mutual-fund-calculator The below table is showing a fund that actually beat the S&P 500.  As you can see…

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