And the Winner Is…

December 1998
Journal of Financial Planning;Dec1998, Vol. 11 Issue 6, p13
Academic Journal
This article focuses on a study on five-year returns by Morningstar Well, which revealed that indexes beat out actively managed funds most of the time domestically. Large blend funds as a group never beat out the Standard & Poor's 500 Index, for example. With the exception of mid-capitalization value, large and mid-capitalization outperformed their respective indexes less than half the time. Small value and small blend beat the index half the time or better. Bond funds were a mixed bag against their indexes. International funds fared much better. All but the European category beat the indexes more than half the time, with emerging markets doing the best.


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