Sentences with phrase «of active mutual funds beat»

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

Not exact matches

Active trading is hard, even the mutual fund portfolio managers can not beat the market net of fees, and you should not trade if you do not know what you are doing.

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.

And some mutual funds, especially those that are truly active funds instead of closet index funds, actually have a chance of beating the index and can do so over extended periods of time.

It begins with my best attempt at laying out the case for passive investing: I explain the problems with mutual funds and active stock - picking strategies designed to beat the market, and I encourage investors to focus on the things they can control rather than basing their financial lives around the pursuit of an unlikely goal.

A word of caution: if you go the active management route, all you can do is put the odds in your favour; there is no guarantee that a mutual fund will beat the benchmark.

The SPIVA data shows that the longer active funds try beating the passive S&P 500 index the more dismal the record of actively managed S&P 500 mutual funds becomes.

Let's not forget, passive can beat active can beat truly active for long periods (hence the more recent performance of ETFs vs. mutual funds vs. hedge funds)... as frustrating as it can be, it's important to remember there's little correlation between the work you put into your portfolio & your actual short - term returns.

The S&P Indices versus Active Fund Scorecard (SPIVA) record shows how flimsy the claim is: the percentage of mutual funds beating the TSX Composite index over a 5 - year period was 42 % in 2004, 31 % in 2005, 11 % in 2006 and 8.5 % in 2007.

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

Most equity active mutual funds do not beat the index so I am a fan of ETF's or index mutual funds.

Active mutual fund managers can't even beat passive funds, yet Bennett espouses individual market timing of stocks for the average Joe, and says the mind can not conceive otherwise?