The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
HEAD-TO-HEAD: Capital Group versus Neuberger Berman
FSA compares two US equity products: The Capital Group AMCAP Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
FEES
The Capital Group fund’s retail share class has ongoing charges (OCF) of 1.65%, while the NB fund’s OCF is 3.01%, according to data from FE Fundinfo.
The Capital Group offering is competitively priced relative to its peers, while the NB fund is more expensive. The peer median for US equity products sold to Hong Kong investors is 1.76%, FE Fundinfo data shows.
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