Looking at the fund lineup, Boston Common products have not lasted with top-tier asset managers, with their five-year success ratio at 0%, meaning that only 0% of its products have both survived and beaten their respective category median. The Boston Common portfolio management team has lacked continuity over the past five years, denoted by elevated levels of turnover, which bears watching. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
How Retirees Can Avoid the ‘Tax Torpedo’
Some retirement researchers are challenging the traditional thinking on tax efficiency, Social Security, and drawdowns.