Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
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Breakfast with Benjamin A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
- Can mutual funds become too big to stay competitive? A couple of Vanguard and Fidelity whoppers raise questions about when it is time to close a fund to new investors. “Fidelity is typically slow to close funds, which puts long-term holders at risk over the pursuit of new money/fees.”
- The more the Fed talks, the more confused the bond market becomes. This is not good because the bond market is supposed to be the smart one. There are some serious communication issues between traders and the Fed.
- The latest in the category of tax-season downers is that the IRS might stop you from leaving the country if you owe back taxes. Powerful bureaucracies.
- It is still possible to give your home to your children tax-free. The IRS doesn’t like it when you transfer your house to a relative and then continue to live there.
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