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Who Still Offers B Shares & Best Bond Funds

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Feb 19, 2010 9:01 pm

I wouldn’t except for the fact that some Fund Fact Sheets include them, and a lot of my clients/prospects look them up if they aren’t on the fact sheet I give them…How do you get around this if/when people point out a morningstar rating?

Feb 19, 2010 9:16 pm

Fire the client.

Feb 19, 2010 10:27 pm
donte_drink&drive:

I wouldn’t except for the fact that some Fund Fact Sheets include them, and a lot of my clients/prospects look them up if they aren’t on the fact sheet I give them…How do you get around this if/when people point out a morningstar rating?

Hopefully you can articulate the fact that performance (which make up a majority of the star rating) is related to risk taking. Some times managers take risks that pay off only to revert to the mean later on. Sell the strength of the manager and/or philosophy rather than the 'star' rating which rewards managers who take risks.
Feb 20, 2010 9:38 pm

Ben Stein is a douche bag.

Feb 21, 2010 1:50 am

[quote=iceco1d]Ben Stein is the man.
[/quote]

Ben Stein is the man, but he’s wrong.  That’s why he never finished his economics graduate degree.  Law school anybody can graduate.

Feb 21, 2010 2:16 am

[quote=Moraen]

[quote=iceco1d]Ben Stein is the man.

[/quote]Ben Stein is the man, but he’s wrong. That’s why he never finished his economics graduate degree. Law school anybody can graduate.[/quote]