MME: Celebrate or Sob? How to Discuss Performance

"At the halfway mark of the year, a handful of mutual funds have managed to top Morningstar's rankings with total returns to date of over 22%, while at the other end of the spectrum, some funds slipped well past -15% in total returns," according to a recent story in Money Management Executive.

 

How does being at the top or bottom of the performance charts for a period of time impact your story and your opportunity for marketing it? 

 

Thank you Money Management Executive for including my thoughts.

 

Click here for the full story.