The Fall of Funds: Why Some Funds Fail

Full fund closures can have significant negative consequences for investors. For example, investors may be forced to sell at an inconvenient time or pay costs, such as taxes or fees. To better understand fund closures and their potential impact, we explored the factors leading to fund liquidations and mergers.

Download this report to learn:
  • What patterns tend to precede a full fund closure
  • Why fund closures can’t be fully explained by performance track records
  • Why the fear of closure may be misplaced