Fund Lineup Turnover in 6 Charts
These factors help explain the changes to the fund offerings of a market or firm.
Funds come, and funds go. This lineup turnover within fund-family product sets can be disruptive to investors and their carefully planned portfolios, as investors consider new marketed offerings or are forced to find alternatives when fund companies merge or liquidate funds.
In our inaugural study on fund lineup turnover, “As the Fund World Turns,” we examined product-development practices across the globe through a new metric that we call lineup turnover.