Image for Summary of Using Focused Funds

Summary of Using Focused Funds

(5 of 5)

Summary of Using Focused Funds

To ask the question posed in the introduction: should you buy a focused fund?

Besides the matters of experienced management, reputation, performance, expenses, and risk, you should also consider whether these funds even meet your investment objectives. As could be said for any investment, they are not for everyone. Suitability is a matter that should be considered with the utmost seriousness. If you are not sure how to address their suitability for you, a trip to an investment advisor might be a good idea.

What you have learned

  1. What Are Focused Funds?
  2. Why Would You Want a Focused Fund?
  3. What to Look For in a Focused Fund

Find out what you have learned