DiscoverThe Canadian Money RoadmapInvestment Fund Performance: Costs, Turnover, and Long-Term Success
Investment Fund Performance: Costs, Turnover, and Long-Term Success

Investment Fund Performance: Costs, Turnover, and Long-Term Success

Update: 2024-05-22
Share

Description

In this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). 

This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. 

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

🗣️ I want to hear from you! Record your comment or question here and you could be featured on an upcoming episode of the podcast

Get your money organized - Your Full Financial Picture Spreadsheet


Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Investment Fund Performance: Costs, Turnover, and Long-Term Success

Investment Fund Performance: Costs, Turnover, and Long-Term Success

Evan Neufeld, CFP®