New Perspectives on the Active versus Passive Debate

Nanigian, David
November 2014
Journal of Financial Planning;Nov2014, Vol. 27 Issue 11, p36
Academic Journal
The author considers passive and actively-managed mutual funds. He observes that for a variety of reasons including size a fund that claims it is actively managed may actually be fairly passive. He cites research that shows the more money managed by active funds, the better passive funds perform and vice versa.


Related Articles

  • Why Fund Investing Is Not Like American Idol. Wang, Penelope // Money;Nov2006, Vol. 35 Issue 11, p88 

    The author discusses star fund managers and thinks it's unrealistic to expect them to outperform every year. Suggestions of when to look elsewhere for a manager are given, including selling if he starts chasing whatever's hot, having so many assets that he buys stocks he doesn't really care...

  • Primecap Odyssey Aggressive Growth. Kathman, David // Morningstar FundInvestor;Mar2007, Vol. 15 Issue 7, p4 

    This article features the Primecap Odyssey Aggressive Growth (POAGX) fund. POAGX is managed by the Primecap team, which is composed of long-term managers who were chosen by Mornigstar as the Domestic-Stock Managers of the Year for 2003. Rapidly growing companies that are temporarily out of favor...

  • Hidden costs in your stock fund. Wollenberg, Yvonne Chilik // Medical Economics;3/19/2004, Vol. 81 Issue 6, p22 

    Presents the results of the study conducted by the organization of investment advisers, Zero Alpha Group, regarding stock funds. Exclusion of trade costs when mutual funds report expense fees; Need for actively managed funds to cover brokerage commissions and other trading costs; Possibility...

  • Checking on the 'insiders'  // Accountancy;Nov79, Vol. 90 Issue 1035, p10 

    This article reports on the regulations on reporting requirements of people with access to investment strategies of mutual funds in the U.S. Under the rules, investment advisers and others will have to report stocks they have dealt with on their own account.

  • Freewheeling funds offer a walk on the wild side. Pethokoukis, James M. // U.S. News & World Report;08/07/2000, Vol. 129 Issue 5, p71 

    Reports on the benefits of investing in a mutual fund run by a freewheeling stock picker. Comparison of investment managers from different investment firms; Risks taken by the managers; Effects of the market on the success of mutual funds as of August 2000; Differences in the stocks chosen by...

  • 'Domestic demand will drive South African growth' Davis, Matt // Money Marketing;9/29/2005, p14 

    Reports on the entrance of South Africa on sustainable low-interest and low-volatility environment, asserted by Old Mutual South Africa trust manager Richard Hasson. Increase exposure of the fund to stocks capitalizing on growing domestic demand; Citations of the expansion strategy of the...

  • Intermediaries' rise begins to skew the balance between ownership and control. James, David // BRW;09/01/97, Vol. 19 Issue 33, p58 

    Reports on the change in the balance of ownership and control of companies due to mutual funds occurring across Western markets. Fund manger as intermediary for mutual funds that have established an arm's-length ownership; Similar trends in Australia; Comments from Graeme Pocknee of Mt Eliza...

  • Internet, technology charge ahead. Halverson, Guy // Christian Science Monitor;4/12/99, Vol. 91 Issue 94, p16 

    Presents news about stocks and investing as of April 12, 1999. The popularity of Internet and technology stocks; Gain of the average stock fund; Decline of small capitalization stocks, precious metals and real estate; Top-performing funds.

  • To B or Not to B. French, Kristen // Financial Planning;Mar2005, Vol. 35 Issue 3, p45 

    Deals with the sale of back-end load shares in the U.S. mutual fund market. Move by several fund companies to stop issuing B shares in the market; Decline of investor demand for B shares; Implications of eliminating B shares on the mutual fund industry.


Read the Article


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

Try another library?
Sign out of this library

Other Topics