Although U.S. stocks have risen in value in their native currency over that period, U.S.
equity index funds saw negative returns when measured in Canadian dollars.
Not exact matches
U.S.
Equity Funds enjoyed a record - breaking surge of fresh money during the second week of March, as investors shrugged off an impending U.S. rate hike and the internal struggles of Trump's administration and chased a rally that
saw the benchmark Dow Jones Industrial Average
Index climb more than 400 points in a day.
The iShares Russell 2000
Index Fund (NYSE: IWM) is up 4.5 percent in the past month, but if September lives up to historical billing as a sour month for
equities, it would not be surprising to
see traders hammer ETFs such as IWM and select small - cap names.
We haven't
seen such journalistic conviction about the demise of a market mainstay since Businessweek pronounced the «Death of
Equities» in 1979 (the S&P 500 has since risen almost 19-fold).1 Even Warren Buffett, who amassed a fortune through active investing and entrusts Berkshire Hathaway's vaunted
equity portfolio to two hedge
fund managers, has recently recommended buying an
index tracker.
We haven't
seen such journalistic conviction about the demise of a market mainstay since Businessweek pronounced the «Death of
Equities» in 1979 (the S&P 500 has since risen almost 19-fold).1 Even Warren Buffett, who amassed a fortune through active investing and entrusts Berkshire Hathaway's vaunted
equity portfolio to two hedge
fund managers, has recently recommended buying an
index tracker.
Active U.S. and International / Global
Equity funds saw outflows of $ 35.6 billion in August, while index equity exposures attracted net inflows of $ 28.8 bi
Equity funds saw outflows of $ 35.6 billion in August, while
index equity exposures attracted net inflows of $ 28.8 bi
equity exposures attracted net inflows of $ 28.8 billion.
It's not just black - box program trading that destabilizes the
equity markets, as we have
seen, but perhaps even more,
index fund «program trading» as retail investors move more and more into
index funds.
For all the gory details of the
index methodologies used for the
funds discussed in this post,
see the MSCI Methodology Book: MSCI US
Equity Indices
But, speaking generally, an all
equity portfolio comprising an S&P 500
index fund worked terrifically in a secular
equity bull market, such as we
saw from 1982 - 2000.
As you can
see from the following chart, which shows the percentage of
index fund assets as total assets in
equity mutual
funds from 1985 to 2007.