Passive investing is no longer the safe strategy. Blindly rushing into active strategies is not a winning strategy either. There is no substitute for due diligence on the fundamentals of individual stocks, and investors cannot always trust that professional fund managers do that diligence.
Only our mutual fund ratings benefit from our uniquely rigorous diligence of fund holdings. This holdings diligence provides insights into the fundamentals of the overall fund so investors can determine whether or not a fund justifies its fees by sufficiently allocating to quality stocks. This week, we’ve identified a mutual fund with below average fees and higher-quality holdings than its benchmark.
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