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

The Canadian Money Roadmap

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

May 22, 2024

Evan Neufeld, CFP®

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. 

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