Amanda Kish

speaker

243 appearances 2 recordings 1 series first heard May 2026 last heard 1 Aug

Amanda Kish’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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Motley Fool Hidden Gems Investing · How to Analyze Funds, and You May Retire Sooner Than Planned · 2 May 2026 podcast

What you want to see is that consistency across market cycles in both good and bad environments and not necessarily hanging everything on a single banner year.

So the timeframe that you should look at for actively managed funds, I would want to see a full market cycle if possible.

So again, both good and bad market environments, but ideally somewhere around seven to 10 years.

So if you're looking at Morningstar returns, you're going to be focusing more on the five-year return number or that 10-year return number.

Three years is typically too short to get a good sense.

Again, if you want to see those returns benchmarked against the category, not the S&P 500.

So for index funds, the performance evaluation factor is a little bit simpler.

So you can look at tracking error here.

And that measures how closely the fund actually replicates its index.

So a good index fund should track its index almost perfectly.

And that tracking error will tell you if there is any deviation.

And that's something that Morningstar reports.

Yes.

As you mentioned, this point applies only to taxable accounts.

If we're talking about 401 or IRA, you can largely tune this out.

But in a taxable brokerage account, this is a big deal.

Every time a fund sells a holding at a gain, it distributes those capital gains to shareholders and you're going to owe taxes on them, even if you didn't sell a single share and you never saw that cash.

So high turnover funds or funds that have experienced large redemptions, which would then force them to sell holdings, can generate significant taxable distributions.

And there's two ways that you can assess that tax efficiency.

So the first signal is portfolio turnover.

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