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Summary of Where and Why Asset Size Matters

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Summary of Where and Why Asset Size Matters

Does size matter? Of course. And bigger isn't always better. As we've seen, as the big performers grow, their returns may become sluggish, weighed down by too many assets. They can lose their potency and become average. That's why bigger is not always better. Sometimes smaller is better, and sometimes the middle is just right.

What you have learned

  1. A Fund's Asset Size and Market Cap
  2. A Fund's Asset Size and Turnover
  3. How Funds (and You) Can Manage Asset Growth

Find out what you have learned