. In 2022, the average for equity mutual funds was 0.44%, according to the Investment Company Institute.
"The idea was to really get a balanced portfolio and to get a mix of developed markets, S&P 500, emerging markets, and just the total overall stock market," Quan said. , a mix of securities from regions including Canada, Europe, and Japan. Gaining exposure to this fund helps balance his exposure to US stocks which he gets from a few funds he holds. is his next biggest holding. This fund tracks the S&P 500 index, giving him access to 500 of the largest US companies. .
"Ironically enough, I want to say that COKE has grown the most over the time as an individual stock," Quan said."But the S&P 500 has definitely been, I would say, the most steady and consistent over time."
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