… strategies and experience that give them a pretty good chance of continued success. That hasn't always been the case. Asset bloat causes a number of problems for a fund manager. It reduces the exposure a fund can gain to smaller, less-liquid …
… John Avery places similar trades to other Fidelity managers and thus ends up making the fund act like a fund with more asset bloat than it would appear from the $5 billion assets under management. Or it could be by design, as Avery runs the fund …
… lofty 1.84% expense ratio, which is more expensive than the vast majority of its rivals. The fund has suffered from asset bloat , high fees, and weak stock selection. Although the fund has only two rivals with longer track records, the competition …
… markets where Matthews funds for Asia seem to provide some advantages. Any other advantages? OEFs also suffer from asset bloat & related problem of having to sell off assets at the worst time in a declining market (which CEFs & ETFs may not …
… the fund ranks in the top 2% of its peer group over the past 15 years. Although the fund hasn't shown any signs of asset bloat yet, it's a monster. With more than $32 billion in net assets, it's the largest actively managed mid-cap blend …
… 13511,00.htmlDoes Your Small-Cap Fund Suffer From Asset Bloat ?Supporting PlayerSupportingComanagers Jenifer Taylor ..... tiny positions. Closed since January 2010 to stave off asset bloat , this fund has consistently been among the category …
… significant portion of their net worth in their funds.The firm will quickly close funds to new investment to stave off asset bloat and remain true to its investment approach.Hotchkis' high-yield specialists have been able to give the fund an …
… and open a new one. Apparently he did back in May. He opened a new Total Return Fund IV, PTUZX. And to prove that asset bloat does matter, PTUZX is up over 3.07% since inception on 5/26 while PTTDX is down over 2%. Meanwhile Gundlach …
… to these fears. The fund's portfolio became less concentrated and less reliant on small caps--classic signs of asset bloat . (At $17.1 billion, it is the third-largest active mid-cap fund.) But there's less to worry about than …
… than his peers. He also invests overseas to a greater extent. Further, his nearly 500-stock portfolio may suggest asset bloat , but this sprawling nature isn't atypical. The fund held about as many stocks in the 1990s when it was smaller …