Sentences with phrase «comparable index»

It's well known that the majority of actively managed mutual funds under perform comparable index funds over any period longer than a few years.

In many cases, ETFs are dramatically cheaper than comparable index mutual funds.

Of course there are actively managed funds that out - performed comparable index funds.

He found that over five - year periods, the probability of a five - fund portfolio beating comparable index funds was 16 %.

This process has worked well for actively managed ETFs, many of which now trade at bid / ask spreads equivalent to spreads observed on comparable index ETFs.

The data represents the percentage of active funds that underperformed comparable indexes in each category for 5 - and 10 - year periods ended in 2014.

PERFORMANCE The knock on this group of funds has always been that they tend to underperform the closest comparable index fund.

As I recently wrote, approximately 70 percent of actively managed funds (those who pay actual people to pick the investments) underperform comparable index funds (which just copy a market barometer such as the S&P 500).

Beta looks at how cyclical a stock is compared with the comparable index.

Almost all fund managers can point to the years they outperformed index funds, but almost no manager can point to outperforming their comparable index fund every year, and few can point to outperforming that index fund over 10 - and 20 - year periods.

For example, if you'll be buying shares once per month and you choose an ETF that charges a $ 7.95 trading fee every time you make a purchase, but a comparable index mutual fund has no such fee, the index mutual fund is likely the better choice.

Although ML Wealth believes its selection process identifies ETFs with high liquidity, low expenses, and low tracking error, ML Wealth's selection process does not guarantee the quality of a particular ETF or that it will 1) be profitable, 2) properly track any comparable index, 3) trade in a liquid fashion, or 4) trade at or above its publicly - posted net asset value.

The DALBAR study found that investors in both stocks and bonds experienced much lower returns than the comparable indices.

Since 2005, investors would have achieved better results with a reference portfolio of ETFs and, in the last several years, higher returns with a comparable index fund.

Because ETFs are «unmanaged,» however — you might say they run on autopilot — ETFs entail lower annual fees than comparable index - based mutual funds, and far lower fees than actively managed mutual funds.

Just because a fund finished in the top half or even top quarter of other funds doesn't necessarily mean it beat a comparable index fund.

This explains a good deal of the secret sauce of index funds — the average actively managed fund has an expense ratio 10 to 15 times higher than that of a comparable index fund.

Most funds do not outperform their comparable index over the long term.

Because they are «unmanaged,» however — you might say they run on autopilot — ETFs entail lower annual fees than comparable index - based mutual funds, and far lower fees than actively managed mutual funds.

If people do significantly less well managing defined contribution assets on average than a comparable index fund, then they should not be managing their own assets, much less concentrating into a small number of stocks.

Hi Mike, I have confused myself again... if the expense ratios are so much lower on the ETF funds than comparable Index Funds, why would you ever buy or invest an Index Fund?

Almost all fund managers can point to the years they outperformed index funds, but almost no manager can point to outperforming their comparable index fund every year, and few can point to outperforming that index fund over 10 - and 20 - year periods.

The groups» earnings growth and shares tend to outperform their comparable index over that time.

So, show the client how to make a comparable index of the client's own records, which will give the client as much useful information for doing business daily, as do its financial records, as well as provide continuous preparation for e-discovery and trial.