Morningstar: Big funds have better prerequisites for neat returns

An analysis by investment consultancy Morningstar has found a correlation between a fund’s asset size and its risk-adjusted net return.
Photo: M. Spencer Green/AP/Ritzau Scanpix/AP
Photo: M. Spencer Green/AP/Ritzau Scanpix/AP
by MARTIN FUGLSETH KOLDEN, translated by daniel pedersen

A Morningstar analysis dubbed ”When Small Isn’t Beautiful” has concluded that – when it comes to fund size and returns – ”Goliath beats David.”

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