The FSA Spy market buzz – 3 May 2024
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Fund research firm Morningstar pays a lot of attention to management charges and expenses, and share classes that charge excessive fees are typically assigned lower ratings.
The ongoing charges figure (OCF) for the retail share class of the Allianz fund is 1.54%, which is below the 1.70% average in the US dollar moderate allocation Morningstar category, according to DeFauw.
The OCF for the Franklin product is close to the mean at 1.69%. Neither fund charges performance fees, noted DeFauw.
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
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