Model Fund Portfolio Update: How to Deal With the Issue of Fund Closings
by James B. Cloonan
My semiannual update of the Individual Investors Fund Portfolio details a number of changes. This includes not only changes to the portfolio itself, but also to the criteria and the recommendation process.
In this article
- How We Deal With Fund Closing
- The Revised Criteria
- Portfolio Performance
- Recommended Changes: Our Rationale
- Fund Availability: Keeping a Foot in the Door
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