How Strong Differs From Most Load Mutual Funds

 

Most Mutual Funds
Strong
No Direct Access To The Portfolio Manager/Decision Maker Direct Access To Your Portfolio Manager
Remains Invested Even During Bear Markets May Decide To Have High Percentage Of Cash Or Income-Producing Investments During Potential Bear Market Periods, Seeking To Invest When Prices Are Attractive
Fees, Charges, & Expenses Not Always Easily Known Objective Of Keeping Costs Low, and Performance High
Investment Positions Disclosed To Investors Only Four Times Per Year Client Receives Monthly Custodian Statements, And Online Access To Portfolio Holdings
Risk Of Taxes On Realized Gains, Without The Ability To Discuss Harvesting Losses With Portfolio Manager We Look For Ways To Reduce Income Taxes, And Apply Certain Techniques To Do So
Low, Institutional Trading Costs Low, Institutional Trading Costs
Commissions Charged To The Account When Purchasing a "Load" Mutual Fund. Could be 4-6%. Also 12.b.1 Fees May Be Charged In Addition No Commissions Paid To Strong Or 12.b.1 Fees Charged To Clients By Strong

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