Much Like a Mutal Fund – But Less Transparent
By Staff Reporters
Recently, we received this query from a physician-investor. So, we went right to the innovator of this financial product for the answer.
A collective trust is similar to a mutual fund that only sells to institutional investors like 401-k and 403-b plans. Because a collective trust doesn’t take on retail investors, it’s exempt from some regulatory requirements, so beware!
But, not having to deal with retail investors also makes the costs lower.
The BlackRock EAFE Equity Index Collective Trust invests in stocks in developed countries, tracking the MSCI EAFE index.
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Filed under: Alternative Investments, Financial Planning, Investing Tagged: | BlackRock, BlackRock EAFE Equity Index, Collective Trust, Financial Planning for Physicians, financial products, MSCI EAFE index, mutual fund, Mutual Funds