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Mar 27, 2022 · The latest report marks 12 consecutive years the average actively managed large-cap fund underperformed the S&P 500, noted Todd Rosenbluth, CFRA senior director of ETF and mutual fund...
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Dec 2, 2022 · Still, every year, some actively managed funds do outperform the indexes. If you own one that does, you may not care about all the others that fail to do so.
Mar 21, 2022 · Each award-winning fund has beat its benchmark — the S&P 500 for stock funds — for the past one, three, five and 10 years, showing it outperformed in recent market conditions as well as over the...
Nov 24, 2021 · That goes some way to explain why only 17% of all U.S. large-company funds outpaced the S&P 500 over the 10-year period ending in June, according to data from S&P Dow Jones Indices. Herewith, a...
Jul 6, 2024 · According to data from Morningstar Direct, just 18.2% of actively managed funds whose primary prospectus benchmark is the S&P 500 managed to outperform the index in the first half of this year....
Jul 6, 2017 · Our 3 favorite actively managed funds outpace the S&P 500 index on a one-year, three-year, five-year and 10-year annualized return basis.
May 23, 2024 · Active funds are generally lousy. In the past five years, 79% of large-cap funds lagged the S&P 500, says the S&P Dow Jones Indices SPIVA Scorecard. And their longer-term track record is...
