Sentences with phrase «percent of active fund»

In 2017, for example, only 43 percent of active fund managers outperformed their passively managed peers, and that was a major improvement from the 26 percent that accomplished the feat in 2016.

And the 30 percent of active fund managers who outperform one year, are unlikely to repeat that outperformance the next.

Rebalance annually, and you're likely to outperform 60 - 70 percent of active fund managers.

There's a few outliers in there, but generally you're seeing more than 60, 70, 80 percent of active funds trailing their benchmark.

Here is a breakdown of the percent of active funds that failed to outperform their benchmark for the five - year period July 2004 - June 2009, as reported in the latest S&P Indices Versus Active Funds Scorecard.

Not exact matches

MEA lost 6.7 percent of its active members in 2015, but the real problem is its failure to fund obligations to staff pensions and post-retirement health care.

The same one percent incremental return, however, might also be achieved, and with far higher reliability, by discarding high - fee active funds in favor of passive indices.

The Standard & Poor's Index vs. Active (SPIVA) mid-2014 report says that more than 70 percent of actively managed funds lost to their respective benchmarks over the previous five years.

As noted, about 90 percent of all active equities funds didn't beat their benchmarks in the year ended in June.

Twenty - six percent of active managers are building multi-asset-class funds.

Some $ 30 billion in assets (about 11 percent of active equity funds) will be targeted, with $ 6 billion rebranded BlackRock Advantage funds.

Forty - nine percent of active U.S. stock funds beat their composite passive benchmark in the 12 - month period ended June 30, 2017, whereas only 26 % had done so the year before.

If the additional costs of active management run roughly two to three percent annually, then the active manager clearly faces a huge hurdle just to match the results of a passive alternative such as an index fund.

Overall, taxpayers pay for only 25 percent of the pension fund's benefits, with investment income (69 percent) and pension contributions from active judges (8 percent) paying for the rest, she said.

TransUnion researchers recently found some nine million credit - active consumers would experience «payment shock» if the federal funds rate rose 0.25 percent — the majority of all credit - active consumers, however, would see monthly payments increase a paltry $ 6.45.