PHONE: 414-223-1099 TOLL-FREE: 1-800-236-1096
SEND US A QUESTION OR COMMENT FOR OUR NEXT SHOW

When Should I …consider actively managed funds?

When Should I ...?

Although typically costing more than passive index funds, active management sometimes can have an edge, including:

  1. When you need experienced stock pickers, when securities are not all moving in the same direction, such as the later growth stages of a business cycle when undervalued stocks are harder to find
  2. When you invest in sectors that are more difficult to cover with an index, such as small-cap and international stocks

Active funds allow managers more flexibility to adjust for potential risks. Still, investors need to carefully research managers whose performance has the potential to be worth their fees.

Contributing: Mike Hoelzl

Learn more:
When Should I …consider passive index funds?
What You Need to Know About the Passive vs. Active Management Debate, from the Financial Industry Regulatory Authority
“Active vs. Passive Managementin Mutual funds, from the Financial Industry Regulatory Authority
A place for active management, a Money Talk Video with Marc Amateis
Talking Money: Active management, a Money Talk Video with Kyle Tetting
Correlation: How investment balance can shift, a Money Talk Video with Kyle Tetting

As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals. In an ongoing feature, investment advisors from Landaas & Company provide answers.
Click here to see other responses.
Click here to ask your own “When Should I…?”
(initially posted Aug. 30, 2017)

Send us a question for our next podcast.
Follow us on Twitter.
More information and insight from Money Talk
Money Talk Videos
Landaas newsletter subscribers return to the newsletter via e-mail.


Text Size:  A  A  reset

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can be rendered only after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.
Landaas & Company performs investment advisory services only in those states where it is licensed, or excluded or exempted from state investment advisor licensing requirements. All responses to inquiries made by prospective customers to this internet site will not be made absent compliance with state investment advisor and investment advisor rep licensing requirements, or applicable exemptions or exclusions from licensing.
Please contact the firm for more information.
MEMBER FINRA MEMBER SIPC MSRB REGISTRANT

Powered By: mindspike design
ADDRESS: 411 E. WISCONSIN AVENUE, 20TH FLOOR MILWAUKEE, WI 53202
© 2024 Landaas & Company