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Dr. Sunil Wahal on hidden fund costs

Bogleheads® Live

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Unmasking Mutual Fund Costs

This chapter explores hidden costs in mutual funds, including trading costs and externalities that impact overall returns. It emphasizes the need for financial literacy to navigate these complexities, using examples like Apple stock to illustrate how prior transactions can affect future pricing. Additionally, it questions the efficacy of active versus passive management strategies while highlighting the challenges of finding transparency in fund costs.

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