As long as it follows the index, size isn't an issue. |
No one fund family has all the best types of funds. One fund family might be good with domestic equities but lousy with bonds and international funds. |
There aren't any universals. You need to look at your proximity to your relatives, your health?I tell clients it's unique to their own situation. |
There's huge overlap at a fund family. |
We might buy a little of the fund in personal accounts before we have those interviews. That way we track the performance and see how it's behaved in different market phases. |