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If you read the last post, C shares and how they fit into my business, then some of the bullet points on this list will look awfully familiar to you. If you’ve read 10 things about A shares or 10 things about B shares, then again, some of the points will look eerily similar.

In case you missed it, about 5% of my client investment allocations are made up of Class C share mutual funds. So when it comes to mutual funds, its obvious that C shares are my favorite. That’s C as in Ciaran.

Continue Reading “10 things you need to know about Class C share mutual funds”

(I feel the need to write this post before getting to the top 10 things you need to know about Class C shares because I think its important to be as transparent as possible, especially, when writing about a product class that I use in my business.)

In a previous post back in July, I mentioned that sometimes I use C share mutual funds to build client portfolios. C shares make up less than 2% of my business, with the overwhelming majority of my client portfolios using ETF’s.

But, from time to time, I do come across prospective clients that don’t want ETF’s, for whatever the reason. Sometimes a prospect is fee conscious or is just very comfortable with mutual funds (usually the 2 characteristics go together).

Continue Reading “C shares and how they fit into my business”