Mutual funds have specific objectives that limit the investment
choices that fund managers can make. Essentially, the fund manager
must adhere to the mandate of the fund, no matter what market
conditions prevail. If the fund manager believes there are better
investment opportunities in other countries, sectors, or different
size firms at a given time, he/she may be unable to shift the
portfolio to benefit the client. Wrap plans face a similar disadvantage
in that historical static asset allocation models are used to
make portfolio decisions. Portfolios managed under wrap programs
often do not get adjusted to changing economic conditions if or
when needed.
Due to the large total dollars invested in a mutual fund, a fund manager typically must avoid smaller companies (in terms of market capitalization) because smaller companies have poor liquidity. The smaller companies historically are the highest performing sector of the market.