Not really. The only folks that were hurt are those that had TDF’s in taxable accounts. And that’s true of both Fidelity and Vanguard.Both are bad but in the Fidelity case a least they treated all shareholders equally badly. In the Vanguard case they burned the little guy to pander to their big multi-million dollar clients. Works better in front of a jury. If they can win at least one case it will be a warning to all fund managers that they need to be less careless, so you tackle the most promising case.
Statistics: Posted by rkhusky — Tue Dec 26, 2023 3:58 pm — Replies 155 — Views 14906