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Q1. Invesco Charter A famously advertises their superior performance relative to the S&P 500 over several decades. True, but the key to that performance was
Q1. Invesco Charter A famously advertises their superior performance relative to the S&P 500 over several decades. True, but the key to that performance was their early returns. You would have under-performed the S&P 500 had you invested with them after the 1970s until today.
True/False
Q2. If you have a choice between a fund with front loads or a fund with 12b-1 fees, always choose funds with 12b-1 fees because they are smaller
True/False
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