A close look at the 489 mutual funds that opened for business last year reveals the reversal of a long-term post-crisis trend.
The percentage of new fund offerings made up of alternative strategy funds fell over six points to 15.8%, while equity funds saw their allocation grow almost nine points to 45.4%. This shift may have been in response to the growing confidence in equity markets prior to 2015. Understanding these shifts may help advisors and their clients on deciding when to use alternatives.
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