The FSA Spy market buzz – 22 September 2023
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
HEAD-TO-HEAD: Fidelity vs Loomis Sayles
FSA compares the Fidelity America Fund and the Loomis Sayles US Growth Equity Fund.
Fees
The Fidelity fund has ongoing charges (OCF) of 1.05%, while the Loomis Sayles’ fund’s OCF is 1%.
Tsymbaluk said that both funds are more expensive than the US equity fund peer median of 0.85%.
“The median is quite low because the US is an efficient market, which makes it a very competitive area,” she added.
Related Stories
Promoted Content
-
China’s post-pandemic growth gathers pace
-
Nuveen broadens income sources via private capital and real assets
-
Taking a thematic approach to harness disruption
-
How ETFs offer an active way to drive sustainable returns
-
Riding the wave of alternative income amongst HNWIs in APAC
-
Impact opportunities: investing to limit biodiversity loss
-
Tech WELLcovered | Work reimagined
-
Accessing Asian 5G innovation: three key portfolio themes
-
Conditions in the high yield market
-
Your Questions Answered by Federated Hermes Impact Opportunities
