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Do managed funds outperform the S&P 500? By The-Adviser.com - |
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SERVICES WHY US |
New York - Generally, if small capitalization stocks (i.e.,
the Russell 2000 index) are relatively undervalued when compared to large capitalization
stocks (i.e., the S&P 500 index), actively managed mutual funds may outperform the
S&P 500. Of course, when large capitalization stocks are favored, the S&P 500
simply shines.
Consider the following historical points:
When considering designing a portfolio of mutual funds, remember that index funds have a big advantage - lower fees. Consider that between 1986 and 1996, index funds outperformed the average mutual fund by approximately 2% points. Approximately 1% of this difference represented fees charged by actively managed funds.
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