What's Behind Fund Closures?

Unexpected fund closures can hit investors hard: saddling them with the cost of closing a fund, an unexpected tax bill, and the opportunity cost of re-allocating assets. Is there any way an investor could see a closure coming? In this report, we analyze the types of funds that see the most closures and the characteristics that may signal this outcome.

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What’s inside:
  • Our analysis of the fund closures of the past 15 years
  • How age, assets under management, and performance indicate potential closure
  • A look at the fund providers that close the most funds
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