Think Smart with TMFG

Finding Out the Truth Behind Active Mutual Funds


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Advisors Rob McClelland and Mike Connon take a behind-the-scenes look at active mutual funds. Why is it that mutual funds continue to underperform their benchmarks? You may be surprised to know that many funds do not survive; many close or consolidate. You may have put your money into one fund only to find out that it has completely changed its parameters without you even realizing it. Of those funds that do survive, only 23% beat the market 10 years out, and on the fixed income side, only 31% 10 years out beat the market, and the numbers only go down from there.  Join us today as we take a deep dive into the active mutual fund industry and review the recent study “The Mutual Fund Landscape".
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Think Smart with TMFGBy The McClelland Financial Group of CI Assante Wealth Management Ltd.

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