Not Staying On Top of Fund Changes Could Cost You Plenty

Staying on top of fund changes is a critical piece of quality client management.  Don’t let clients bring these changes to your attention.  Why did FBP Contrarian Value (FBPEX) increase its large cap value exposure from 43% to 86%; or Jennison Equity Income (SPQAX) reducing LCV exposure from 66% to 14%?  Were you aware that Timothy Strategic Growth (TSGAX) increased its expense ratio from 1.09% to 2.58%?  How about Principal’s Mid Cap Blend’s (PEMGX) category relevance falling from a solid R-Squared of 91% to a questionable 70%?

Each month, last month’s database is merged with this month’s database looking for changes of this nature and more.  The complete list of month/y archived changes is only available to subscribers.