Sentences with phrase «of active mutual funds»

I'm surprised they didn't talk about fees and the fact that the index funds still beat 60 % of active mutual fund managers.

As many of our readers know, we don't think too highly of the active mutual fund industry.

Our own analysis of the active mutual fund universe shows more of a mixed story.

In other words, in the future hordes of active mutual fund companies may raise their dying products from the dead in the body of «ETFs».

First, the statistic that «only 20 % of active mutual funds beat their index» is entirely misleading.

We find strong evidence of decreasing returns at the industry level: As the size of the active mutual fund industry increases, a fund's ability to outperform passive benchmarks declines.

TFR is not a fan of active mutual funds, because of the sizable drag of management fees on overall performance, their high portfolio turnover, and their requirement to hold significant cash to cover drawdowns creating another performance drag.

Jason Zweig of The Wall Street Journal recently cited an S&P study which found three quarters of active mutual funds fail to beat their benchmark over the long haul.

DIVI uses Howard's behavioral research to identify the «high conviction» picks of active mutual fund managers, then selects high - dividend payers from the screen.

The S&P Indices Versus Active (SPIVA ®) Latin America Scorecard is a semi-annual report that compares the performance of active mutual funds in Latin America against passive benchmarks.

The Holy Grail for mutual fund investors is the ability to identify in advance, which of the active mutual funds (or ETFs nowadays) will outperform

The Value of Active Mutual Fund Management: An Examination of the Stockholdings and Trades of Fund Managers

To interpret this Exhibit, using the first line example, we see that 89.52 % of active mutual funds with a 10 - year track record and following a large cap growth strategy failed to outperform the S&P 500 Growth (the benchmark index for the group) over the same 10 - year measurement period.

The founder of Royce & Associates, Charles M. Royce, enjoys one of the longest tenures of any active mutual fund manager, still serving as its president and chief investment officer.

TFR is not a fan of active mutual funds, because of the sizable drag of management fees on overall performance, their high portfolio turnover, and their requirement to hold significant cash to cover drawdowns creating another performance drag.

As of 2016, most (65 %) of the active mutual funds had expense ratios in the range of 76 bps to 125 bps, whereas most of the passive index funds (73 %) had expense ratios below 50 bps.

Considering that market indices outperform around 85 % -90 % of active mutual funds, this means a much more enjoyable retirement.

1 The S&P Indices Versus Active Funds (SPIVA ®) Canada Scorecard, Year End 2015, by S&P Dow Jones LLC, indicated that over 80 % of active mutual fund managers could not beat their respective market index benchmarks for the 5 - year period ended December 31, 2015.

Historically, over 80 % of active mutual fund managers haven't been able to consistently outperform the indexes over the long term.1 That's why we believe an indexing strategy is a better way to invest.