Expert Panel

Morningstar: playing chess with thematic funds rarely leads to profit

Pavel Danilyuk
Pexels
Thematic funds have grown significantly in size, number, and prominence globally over the past five years. Despite recent underperformance, these funds seem to maintain a lasting role in investors’ portfolios. Higher costs, greater volatility, and the slim odds of success do not deter investors from chasing popular investment trends.
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