Not exact matches
«In the long run, a portfolio
of well - chosen stocks and / or
equity mutual funds will always
outperform a portfolio
of bonds or a money - market account.
For a long time running, the Franklin Resources» (BEN) joke was that the underlying
equity position
of the company actually
outperformed the management's
mutual fund selections.
Based on research *, only 17 %
of US
equity mutual funds and 18 %
of fixed income
funds have survived and
outperformed their benchmarks over the past 15 years.
7
of 10 Largest global
equity mutual funds match or outperform index, Including the # 1 performing Cundill Value Fund and # 2 performing Ivy Foreign Equity Fund — with lower vola
equity mutual funds match or
outperform index, Including the # 1 performing Cundill Value
Fund and # 2 performing Ivy Foreign
Equity Fund — with lower vola
Equity Fund — with lower volatility
Let's turn our attention to the «evidence» presented in a chart yesterday that shows 9 out
of 10 largest Canadian
equity mutual funds outperform the blended index.
[The list below] shows the percentage
of actively managed
equity mutual funds that failed to
outperform their respective benchmarks for the five - year period ending December 31, 2009.
Currently, Birla Sun Life Frontline
Equity Fund has been consistently
outperforming its peers and has emerged as one
of the most popular large - cap
mutual funds.