The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and 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.
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