My Sunday Washington Post Business Section column is out. This morning, we look at The mutual funds and managers to avoid.

Both the print and online versions shared the same headline.

Here’s an excerpt from the column:

“Many factors determine how well your investment returns do. The big ones are (1) how your holdings are allocated among asset classes, (2) whether you are an active or passive investor, and (3) your approach to risk management.

Today, I want to focus on active investors — meaning those of you who primarily employ mutual funds where equity managers select stocks for you. Let’s talk about active fund managers and, more specifically, which ones to avoid.”>

Hey, that graphic looks familiar!
click for ginormous version of print edition




The mutual funds and managers to avoid
Barry Ritholtz
Washington Post, May 6, 2012

Washington Post Sunday, May 6, 2012 page G6 (PDF)

Category: Apprenticed Investor, ETFs, Investing

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

4 Responses to “Mutual Funds & Managers to Avoid”

  1. Mike in Nola says:

    Policy Wonks? Like in Newport Beach?

  2. Orange14 says:

    Your fired mutual fund manager, Bruce Berkowitz, seems to have rebounded nicely this year. My IRA is thankful that I have stayed the course despite the disappointing 2011.

  3. Sunny129 says:

    #4 should be FEES and Expenses involved in managing your investments either passive or active!

    Very few Mutual Funds’ managers add value for the ‘level of fees’ they charge when compared with passive investing.

    ETFs both index and active are the way of future for those who have decided to take their financial destiny in their own hands. Rest deserve their ‘karma’ in trusting their hard earned money to ‘Madeoffs’ of Wall St. shenanigans. Financial illiteracy is more prevalent than admitted even by the so called sophisticated investors.

  4. EdDunkle says:

    Most of the people I know (middle class, not wealthy) have been completely traumatized by the 2008 crash and want nothing to do with equities. They are cashing in their IRAs to buy “cheap” real estate for cash or are simply keeping all of their money in FDIC insured savings accounts.