The report reviews US mutual fund and ETF performance vs. benchmarks, showing impacts of survivorship, fees, turnover, and persistence through 2024.
Meme stocks can be volatile and often underperform. Diversification offers exposure while reducing risk—making meme stocks best kept in moderation.
Derivative income funds offer high yields but lag returns and tax efficiency, with only 65% of returns preserved after taxes vs. 85% for large blend funds.
