The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: AB versus Blackrock
FSA compares two US equity products: the AB American Growth Portfolio and the BGF US Flexible Equity Fund.
FEES
The ongoing charges (OCF) of the AB fund’s retail share class is 1.75%, which is lower compared to the Blackrock fund’s retail share class OCF of 1.81%, according to Wolfstetter. The median OCF for the retail share classes of US equity funds is 1.7%.
On the flipside, the AB fund’s clean share classes are more expensive, with an OCF of 1.17%, compared to the Blackrock fund’s OCF of 1.06%.
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