About Mutualfundreform.com

The financial sector that has the most contact with the investing public–the mutual fund industry–has largely evaded pressures to reform.

This is a serious omission since the $3 trillion mutual fund industry plays a critical role in determining the financial well-being of millions of Americans. The industry’s problems, range from conflicts of interest to lack of transparency, hidden fees and expenses and how they severely affect retirement planning. The net impact of these anti-customer business practices impair the ability of millions of Americans to build a secure financial future.

As a result of the Lost Decade of investment returns, it’s time for fund companies to adopt a new customer-centric business approach. They have to decide whether their primary beneficiaries are their mutualfundreform-logowholesaler sales forces or their shareholders. They cannot serve both.

Why Fund Reform Matters to Investors

Fund reform matters because high fees, in the form of the fund’s expense ratio, are often more important than the fund’s return. When fees are recurring, they have a negative compound effect. This means shareholders lose more money as time goes by.

We also believe that in an era of low returns, investment professionals should adopt the fiduciary standard and practice transparency. Both of these are the foundations for good marketing.

For individual investors, this site believes that educated investors get better returns.

Your comments are always welcome at epstein.chuck@gmail.com



  1. John A Haslem
    November 8, 2015 at 8:04 pm — Reply

    Hi Chuck, Your new site is great! Say, how could I get pdf’s of your site’s past articles on mutual fund revenue sharing? thanks, jack

    • Chuck Epstein
      November 8, 2015 at 10:59 pm — Reply

      Hi John: You can get screen shots of the articles on my site that deal with revenue sharing or I can send you PDFs of the Word articles I wrote on the subject. I also covered revenue sharing in my book, “How 401(k) Fees Destroy Wealth and What Investors Can Do to Protect Themselves.”

Leave a reply

Your email address will not be published. Required fields are marked *