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Registered Rep. March 30, 2006 John Churchill |
Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar. |
Registered Rep. May 1, 2006 John Churchill |
Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study. |
Entrepreneur January 2006 Scott Bernard Nelson |
World View Seeking a well-rounded portfolio? There's never been a better time to take a portion of your investments global. The simplest solution is to find a good, low-cost international index fund. |
AskMen.com Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
Registered Rep. April 1, 2008 Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
The Motley Fool July 28, 2004 Bill Mann |
Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles. |
Registered Rep. December 9, 2011 Stan Luxenberg |
Investors Not so Bad at Picking Active Funds After All Academic researchers have decided that fund investors as a group make foolish choices. |
Financial Planning October 1, 2008 April Recksiek |
Index Battle Investors who want to build an index-based portfolio have two viable mechanisms: index-based mutual funds and exchange-traded funds (ETFs). |
The Motley Fool May 18, 2007 Amanda B. Kish |
What Warren Buffett Thinks About ETFs The investment guru weighs in on the debate over index mutual funds vs. ETFs. |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
The Motley Fool February 25, 2009 Selena Maranjian |
Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings. |
BusinessWeek August 27, 2009 Tara Kalwarski |
Time to Take Action? There's a surprisingly strong case to be made for buying into actively managed funds. |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
The Motley Fool July 6, 2009 Dan Caplinger |
You Shouldn't Have Missed These Winners Since it's impossible to predict with any certainty exactly which category may be tomorrow's big winner, the best strategy for most investors is to own some of everything by owning mutual funds in different categories. |
Financial Planning May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
The Motley Fool August 20, 2009 Selena Maranjian |
Beware of Survivorship Bias Over long periods, the stock market has tended to average about 10% in annual gains. There's a problem with such long-term studies, though: survivorship bias. |
Financial Planning December 1, 2007 Donald Jay Korn |
Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money. |
Financial Planning August 1, 2010 Israelsen & Lindsley |
Pay to Play? The minimum initial investment of a mutual fund represents the first pay-to-play hurdle for potential investors. |
The Motley Fool May 3, 2005 Shannon Zimmerman |
A Big Change at Vanguard Indexing whiz Gus Sauter passes the baton. Should you care? |
Registered Rep. March 31, 2015 John F. Wasik |
The Case For Fixed Income Active Management Does it still make sense to have a high-profile, actively managed bond fund in your clients' portfolios? |
The Motley Fool March 14, 2011 Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
The Motley Fool September 21, 2004 |
How Are Your Stocks Really Doing? One thing we don't seem to pay much attention to is how our investments are doing compared with the market's averages. If you're not going to take the time to measure your results, consider investing in an index mutual fund. |
The Motley Fool July 22, 2004 |
How Are Your Stocks Really Doing? We live in a society that doesn't seem to pay much attention to how our investments are doing compared with the market's averages. |
Investment Advisor April 2007 Robert F. Keane |
Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash. |
The Motley Fool October 6, 2010 Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
Real Estate Portfolio Sep/Oct 2003 Christopher M. Wright |
Q&A with Burton Malkiel Princeton University professor Burton G. Malkiel, author of the classic text, "A Random Walk Down Wall Street," shared his thoughts on investment strategy, the capital markets and REIT investing. |
The Motley Fool November 19, 2009 Selena Maranjian |
Don't Let a Little Underperformance Spook You Even the best funds will disappoint you. |
Financial Planning September 1, 2013 Craig L. Israelsen |
Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top? |
Financial Advisor December 2004 Christopher P. Parr |
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype? |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool May 7, 2007 Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
Financial Planning September 1, 2008 Allan S Roth |
Core and Casino There are two extreme schools of thought when it comes to investing. On one side is active investing, while on the other is low-cost passive investing. In the middle lies a method that uses a bit of both, known as the core and explore approach. |
The Motley Fool December 11, 2006 Dan Caplinger |
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies? |
The Motley Fool January 13, 2007 Doug Short |
Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box. |
The Motley Fool March 10, 2008 Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they? |
The Motley Fool April 27, 2007 Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Is what we know about active and passive investing wrong? This just stresses how important it is to take the time to research your funds before you buy -- to make sure you're buying those funds with the best chance of being winners. It can be done! |
Financial Planning May 1, 2011 Temma Ehrenfeld |
Indexing Works Even fans of index funds often believe they do worse than funds with active managers during bear markets. |
The Motley Fool October 13, 2009 Dan Caplinger |
Beat the Odds With These 3 Low-Risk Investments Most actively managed funds do badly, but there are some winners. |
The Motley Fool November 6, 2006 Tim Hanson |
Don't Try to Beat the Market It's entirely possible to be a hands-off investor and still put the long-term wealth-building power of the stock market to work for you. The secret? Index funds. |
Registered Rep. March 2, 2015 John F. Wasik |
How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight. |
Registered Rep. January 3, 2008 John Churchill |
Morningstar's "Best Of 2007": A Dubious Distinction? Morningstar announces the three winners chosen as "Mutual Fund Managers of the Year." But with many studies showing one year's hot managers often don't perform as well the following year, is it a distinction anyone really wants? |
The Motley Fool December 15, 2005 Seth Jayson |
Dueling Fools: Socially Responsible Investing Bear Rebuttal Socially responsible investing through funds is a crapshoot -- just like investing in mutual funds in general. It may not be good investing, and it may not rise to your standards of social responsibility. |
The Motley Fool June 9, 2009 Dan Caplinger |
Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years. |
The Motley Fool January 14, 2011 Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do. |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect. |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
The Motley Fool March 14, 2006 Shannon Zimmerman |
Investment Strategery Investors, when it comes to diversification, don't forget about strategy -- especially when investing in mutual funds. |
The Motley Fool August 3, 2004 Shannon Zimmerman |
Fund Fight When faced with the question of whether to invest in either (a) index funds or (b) actively managed picks, there's no need to settle for a zero-sum solution. You can invest in both. |
BusinessWeek April 28, 2011 Sree Vidya Bhaktavatsalam |
This Crash Protection Doesn't Pay Despite turmoil, bear market funds are the worst performers. |