Mutual Funds — what’s not to like?


  • High fees
  • Lack of transparency (what are they holding)
  • Trading rules (how long you have to hold them before they don’t extract a penalty)
  • Only bought or sold at the end of the day
  • A track record no better, and usually worse than indexes over time
  • Sometimes ugly tax consequences (e.g., having the value drop considerably over time and getting stuck with a capital gains tax)

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