Can You Win Big by Not Losing Big? Almost

Riepe, Mark W.; Swerbenski, Bill
December 2005
Journal of Financial Planning;Dec2005, Vol. 18 Issue 12, p20
Academic Journal
The article looks at whether avoiding the bottom-quartile bucket on a yearly basis was sufficient to propel a mutual fund into the top-quartile ranks over a five-year period. All domestic equity funds as classified by Morningstar beginning at year-end 1996 have been examined. The funds were grouped into their style category as assigned by Morningstar. In fact, with lots of bottom-quartile finishes, it is hard to win any long-term performance battles with the peers. And a mutual fund that always avoids the bottom quartile would not result in a ticket to the top quartile of the five-year performance charts.


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