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 · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
For example, a manager who, let's say, ran a more nimble $500 million small cap fund and may have done that very well, may struggle to replicate that edge when the fund has grown, if they're now at $5 billion in assets, $10 billion in assets, because at that size, they simply can't move in and out of small cap positions without moving the market.
But for index funds, manager tenure matters far less.
Basically, the index is the manager in a sense.
So that is one more thing that makes passive investing so attractive because you don't have to worry about manager tenure in the same way.
Next, we want to examine the question of what do I actually own, or is the fund doing what it says it's going to do?
Fund names can be misleading.
A fund called a balanced growth might be 80% stocks or it might be 50% stocks, and you don't know until you look.
A technology fund, for example, might have 40% of its assets in just a few companies, or a diversified large cap blend fund might have massive sector concentration in financials, for example.
The name is really marketing.
It's the holdings that are reality.
A couple of things that you want to check here.
First, top holdings and any concentrations in those holdings.
What are the 10 largest positions in the fund, and what percentage of the fund do they represent?
If you have a case where the top 10 holdings are something like 70% of the fund, you're a lot more concentrated than you might otherwise think.
This matters, especially if you hold multiple funds, because you could be doubling up on a lot of those same names without even realizing it.
And then you also want to check the sector allocation.
So every funds, their fact sheet or their Morningstar page is going to show you the sector weights.
So compare those to the benchmark because you may have a blend fund that's 35% in technology when the benchmark is 28%.
So that means it has a meaningful tax
tilt, which might be intentional and fine, and if you're paying for that active management, maybe even desirable, but you should at the very least know that it's there and that you're differing from the market in that important way.
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