Avoiding Costly “Closet” Index Funds

Posted on February 26, 2014 by investsense

I am a member of the Paladin Registry, a select group of attorneys and investment advisers dedicated to educate investors so that they can better protect themselves against investment fraud and other questionable activity by the investment industry. You can review some of my articles at http://www.paladinregistry.com.

I just posted a new article discussing the unnecessary costs associated with so-called “closet” index funds, funds that charge fees that are often 3-4x higher than true index funds while providing similar, in some cases lower, returns. You can review the article at http://www.paladinregistry.com/blog/investing-2/avoiding-costly-closet-index-funds/

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About investsense

I am an ERISA/securities attormey, CFP Emeritus, and Accredited Wealth Management Advisor. I am also a former securites compliance director, I provide forensic investment analyses to help 401(k)/403(b) plan sponsors and other investment fiduciaries avoid legal liability exposure and protect their financial well-being. I am the creator of the Active Management Value Ratio metric, which analyzes the cost-efficiency of investments for investment fiduciaries and attorneys.
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