The Debate Continues

February 1999
Journal of Financial Planning;Feb1999, Vol. 12 Issue 2, p16
Academic Journal
The article reports that the long-term battle between index funds and actively managed funds in the U.S. have been a draw, according to CDA/Wiesenberger, a mutual fund tracking service. From January 1978 to 1998, actively managed funds outperformed Standard & Poor (S&P) 500 funds by 31 basis points, with active funds showing an annualized return of 15.66 percent compared with 1525 for S&P funds. Large cap domestic growth did even better, besting S&P funds 12 out of 20 years by an annual average of nearly one percent.


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