Truth About Mutual Funds Marketing Book

by **Rep** » Fri Oct 23, 2009 8:38 am

Years ago I ran across a marketing book about mutual funds to pass out to prospects that discusses real fees and expenses, etc. of funds. Had its own website. Looking for it now but cant find it. I know that a lot of advisors used it at one time.

Anyone familiar with this or know where i can find it? thnx

by **Bob H** » Fri Oct 23, 2009 8:40 am

Why do you need a book? Just talk to them.

by **Bradly T.** » Fri Oct 23, 2009 9:25 am

What do you mean the "real" fees and expenses? Aren't they clearly disclosed on fact sheets and in the prospectus - illustrated rates of return are the client's true net number...unless they are held in a fiduciary plan or VA or managed account where additional fees are charged in addition to the fund management fees. Now trying to identify the costs of hedge or private equity funds or limited partnerships CAN be challenging!