Taxes are not an issue if the fund is held in pretax funds. High turnover can increase trading costs but the yields should be net of those costs so perhaps they had a good run.student wrote: ↑Wed Mar 13, 2024 8:03 amIf they recommend one to buy different stocks regularly, there will be high turnover and the taxes........fvaldes wrote: ↑Wed Mar 13, 2024 8:00 amI think this "report" is for actively picking stocks.. and conveniently only reports the results from 1993 to 2002. And of course, no mention of fees.southernlucky wrote: ↑Wed Mar 13, 2024 7:49 am If you can provide the ticker of the RJ fund a comparison can be done.
That said I am an index investor for life.