Model portfolios offer a substantial cost advantage over their mutual fund counterparts: The median fee for a model portfolio is even cheaper than the 20th percentile of fees for a similarly allocated mutual fund. In this paper, we unpack how the model portfolios universe breaks down across active and passive options, providers, and strategies.
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Our analysis of fees across model portfolios and mutual funds
Which segments of the space are experiencing the most growth
The ins and outs of various asset managers’ model portfolio offerings