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Personal Finance and Investing

bucolic_frolic

(52,129 posts)

2. Index funds without an index

Reply to question everything (Original post)

Sun Jul 27, 2025, 07:33 AM

Jul 27

It's hard to find managed funds with a distinct objective or strategy. The descriptions are so broad as to be worthless. "The fund seeks to invest in undervalued companies with upside potential." Read further and learn the fund is managed by 4 financial advisors. They're tight-lipped too. Plus most funds own some degree of the 30 largest stocks in the world or a large percentage of the fund is in the biggest US tech stocks.

This is not investing. It's warehousing. I would argue it's not a lot different from an interval fund.

90% of stocks ain't going very far.

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Highlight:

Wall Street's Big, Bad Idea for Your 401(k) - Jason Zweig [View all] question everything Jul 26 OP

The one truth that the financial industry isn't telling is that the contract you sign for services with your financial in2herbs Jul 26 #1

Index funds without an index bucolic_frolic Jul 27 #2