Press information · Version 1 · 2026-07-25
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Closet Index Registry — source data through June 30, 2026
This registry publication completed September 1, 2026. Sensible Investor’s filing-based registry tracks 200 funds and publishes computed figures for the 200 records that clear its identifier-coverage gate. It measures filed net expense ratios, portfolio differences against defined index proxies, and fee-per-active-unit figures under public methodology version 1.8.
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Sensible Investor is an AdvisorWorld.com Inc. publication examining fund costs, portfolio overlap, closet indexing, and investor process. Its public research is built from filings with source dates and disclosed calculations.
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