It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up.
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This quote is just one of 9 total Christine Benz quotes in our collection. Christine Benz is known for saying 'It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up.' as well as some of the following quotes.
In general, in any sort of tax-deferred account, you have a little more leeway to look at fund types that might be undesirable for your taxable account. If you're going to own a high-turnover, aggressive growth fund, for example, putting it in a tax-sheltered wrapper is a good idea. By the same token, a high-yield bond fund might be a good thing to put in a tax-deferred account.
I would say it's a dueling trend that retail mutual fund companies are starting hedge fund like vehicles to retain that talent. That is a weapon in a fund company's arsenal.
This quote is just one of 9 total Christine Benz quotes in our collection. Christine Benz is known for saying 'It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up.' as well as some of the following quotes.