TITLE

And the Winner Is…

PUB. DATE
December 1998
SOURCE
Journal of Financial Planning;Dec1998, Vol. 11 Issue 6, p13
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
1401006

 

Related Articles

  • Stocks.  // Money;Mar2010, Vol. 39 Issue 2, p113 

    The article presents statistics on the 2010 percentage of total return on the stock indexes such as the Standard & Poor 500 and the Dow Jones Industrial Average.

  • Spinoff Gets Spot on Index. Wade, Will // American Banker;6/30/2008, Vol. 173 Issue 125, p13 

    The article reports that Standard & Poor's Corp. added the stock of the mortgage processing company Lender Processing Services Inc. (LPS) to the S&P midcap 400 index. LPS is replacing Radian Group Inc. on the index. The move will be completed when LPS spins off from Fidelity National Information...

  • If You Like to Bet Big, Here Come Hot-Rod Index Funds. Creswell, Julie // Fortune;9/7/1998, Vol. 138 Issue 5, p182 

    Focuses on three United States index-fund families known as hot-rod funds. The funds' use of futures and options to track or to move inversely to indexes like the Standard & Poor's 500 stock index; Their advantages and drawbacks; Details of Rydex Series Trust Funds; Potomac Funds and ProFunds.

  • Here's cold comfort. Pethokoukis, James M. // U.S. News & World Report;10/18/99, Vol. 127 Issue 15, p90 

    Discusses third-quarter 1999 performance of United States mutual funds. Decline of the average Standard & Poor's (S&P) 500 index fund; Fund sectors that outperformed the S&P; Contributions to the decline of stock funds, including interest rates; Bond returns.

  • Does Indexing Still Work? Quinn, Jane Bryant; Ehrenfeld, Temma // Newsweek;9/1/2003, Vol. 142 Issue 9, p39 

    Index mutual funds behave no better, but no worse, than any other mutual fund when the market falls. "Managed funds" are run by stock pickers who make bets on which stocks will do the best. But "index funds" run on autopilot, tracking the rise and fall of a particular market index. If index...

  • Pensions & Investments' indexes.  // Pensions & Investments;5/17/2004, Vol. 32 Issue 10, p8 

    The monthly indexes of the periodical "Pensions & Investments," track changes in the Standard & Poor's 500 stock index, Frank Russell Co.'s Russell 3000 stock index, Morgan Stanley Capital International Europe Australasia Far East index, J.P. Morgan Non-U.S. Government bond index and Citigroup...

  • Asia Stocks Well Supported.  // Emerging Markets Monitor;1/31/2005, Vol. 10 Issue 40, p5 

    Presents information on the stock exchange markets of several countries in Asia as of January 31, 2005. Hang Seng of Hong Kong; Sensex of India; Taiex of Taiwan.

  • Index funds: Still good. Quinn, Jane Bryant; Ehrenfeld, Temma // Newsweek;4/13/1998, Vol. 131 Issue 15, p53 

    Argues that stock index funds are a better investment than mutual funds that do not outperform the market. Standard and Poor's index as the one followed by many funds; Other indexes; Reasons for poor performance of money managers.

  • Navigating markets in the age of index funds. van Essen, Emily // Futures: News, Analysis & Strategies for Futures, Options & Deri;Nov2008, Vol. 37 Issue 12, p54 

    The article focuses on the impact of the massive influx of capital into commodity futures from index funds on some basic market relationships in the U.S. Long only commodity funds (LOCF) have come to dominate the futures industry through both their sheer position sizes and the constant swirl of...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics