Josh Scandlen Podcast

How Mutual Funds Hidden Costs Hurt Your Portfolio

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Mutual Funds: everyone owns them.  And nowadays, it's SO easy to analyze them.  You can just go to a place like finance.yahoo.com or morningstar.com and get an unlimited amount of info, at your fingertips, for free! The internet has been fantastic for the democratization of the investment world, bringing information to the masses, not unlike William Tyndale translating Bibles. However, there is one area of mutual funds that no matter the research you do, you will still be in the dark; the actual trading costs a mutual fund incurs.  Try going to the SEC website and look up trading costs for the fund of your choice.  You'll find nothing. Try going to Morningstar.  Nope, not there either. Call the fund company maybe?  Sorry.  They don't have that information.  So, you may be inclined to think that because the information can't be found, it's not that important.  Well, you'd be wrong to make that assumption.  In this video, and the accompanying article from my blo