Funds that Beat the S&P 500…

February 1998
Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p17
Academic Journal
This article presents information on the study conducted by CDA/Wiesenberger about the years in which funds beat the Standard & Poor's (S&P) 500 index. In 1997, only 25 percent of the funds had beaten the S&P as of October. The worst year was 1995, when only 16.6 percent of them did better than the S&P. The best year was in 1993, when 65.9 percent of the funds outperformed the benchmark. The funds studied excluded sector, international and fixed income.


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