Download Our Latest White Paper on Mutual Funds

Download Our Latest White Paper on Mutual Funds












We have just released a new white paper: The Hidden Cost Burden of Mutual Funds.

Our investment committee has released this white paper as a way to share information about some important factors related to mutual fund investments and some lower cost alternatives to mutual funds. The white paper explains:

  • More than 8 of the transaction costs associated with mutual funds
  • Calculations of important variables in mutual funds
  • Historic performance tracking of mutual funds


Downloads are available to social media users on Facebook:

Mutual Funds White Paper

or you can download through our website on the Fee Schedule page by scrolling down to the bottom and clicking the link to

Download the White Paper.


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