Sentences with phrase «passive blend fund»
The largest percentage of consultants recommend plans with less than $ 1 billion in assets select a packaged active / passive blend fund when choosing target - date strategies.
https://www.planadviser.com/ Not exact matches
For all other segments, the preferred target - date fund structure is an active / passive blend.
While passive investments have performed well in recent years, active large - blend funds outperformed their passive counterparts nine out of 10 times from 2000 to 2009.
In the large - cap blended funds analysis, the Morningstar researchers found that the 10 - year trailing returns (as of Dec. 31, 2015) were 7.2 % for passive funds vs 5.9 % for active funds.