Mutual Fund Investors Aren’t Invited To The Super Bowl

Below is a synopsis of this investment report:

  • Mutual funds are some of the most aggressive advertisers during bull markets, and they often target major sporting events due to the psychology of being associated with “winners”.
  • Not only does the SEC permit such advertising practices, they actually allow mutual funds to make their investors pay for their marketing and distribution costs using assets within their funds.
  • The Investment Committee refuses to pay for mutual fund executives to attend the Super Bowl, which is one of the many reasons that we do not use these products in our investment strategies.


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