Sentences with phrase «performance of active mutual funds»

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.

Not exact matches

Bogle even updated one of his famous mutual fund performance studies to give a clear reason as to why so many people have made the switch from active funds to index funds:

Using monthly stock returns and balance sheet data for a broad sample of U.S. stocks and quarterly Berkshire Hathaway SEC Form 13F holdings during 1976 to 2011, along with open - end active mutual fund performance data during 1980 through 2009, they find that: Keep Reading

Because, a) long - short mutual funds are expensive, b) the nature of shorting a stock means getting limited upside but infinite downside, and c) active manager performance can wane over time as assets under management increase.

The phrase «past performance is not a guarantee of future results» has never rung more true for active mutual funds.

To test this idea, Ferri took the performance data of actual mutual funds and programmed a computer to create thousands of portfolios using three, five, and 10 active funds.

XIC is the appropriate benchmark for tracking the performance of active management, whether it is mutual funds or a portfolio of Canadian stocks.

Those fees will be taken out of the performance of the fund, so it's apples vs oranges to compare an active mutual fund you have purchased through an advisor with a do - it - yourself ETF.

The difference in MER being slighter over time and often the performance of a good mutual fund will be superior because of active management!!

By basing stock purchases and quantities relative to an underlying index it allows the mutual fund to minimize expenses related to active trading as well as mimic performance of historically proven indices.

As mutual - fund companies Legg Mason (NYSE: LM) and T. Rowe Price (Nasdaq: TROW) have tried to respond to attacks from index ETFs by creating active ETFs of their own, the SEC has taken extremely long times evaluating and performance due diligence on the fund applications.

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.

Mutual funds also typically have an element of «active management», with a fund manager making decisions about what securities to buy, while an ETF only replicates the performance of a market index.

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.