SwirlyPretzel
SwirlyPretzel
24mo

Momentum Mutual Funds?

Recently got to know about the momentum strategy and a mutual fund related to it : Quant Momentum Mutual Fund

Anyone having experience with it ?

Excited about it as well as little doubty about it as in how will it perform in bear market ?

24mo ago
SquishyQuokka
SquishyQuokka
24mo

Yeah it is sketchy unless they can short stocks with downward momentum. Else there is a heck of a cash drag in bear markt and urgency to go long can eat into returns.

JazzyNarwhal
JazzyNarwhal

Mutual funds cannot short sell. Certified MF distributor and insurance advisor here.

JazzyNarwhal
JazzyNarwhal

Also that's not how momentum funds work. They don't need to stay in cash.

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