Post #3100 by DragonTales on the Mechanical Investing board

Investment Strategies / Mechanical Investing ❤

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A while ago (maybe back on the MF boards?), there was some conversation about shadow index funds, those that closely mirrored an index fund, but charged way more fee, for what amounted to the same product.

My in-laws had APGYX in an advisor-run account, and upon looking at the semi-annual report and holdings, it seems quite similar to SPY.

I wanted to run it through the shadow index comparison, but I've lost the link. If someone has it handy, I'd appreciate it.

Tails

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