Mutual funds seek to align strategies with specific market segments, outlined for investors in the fund's prospectus. Many popular funds focus on a broad index, such as the SP-500 or Russell-2000, while others concentrate on income, sector ormarket capitalization. Capitalization funds work especia...
All of these funds have better risk-return profiles than the S&P 500, which is signaled by their capture ratios above 1.0. Look at the down capture column.None of the funds with great long-term success has a down capture over 100.For the most successful funds, the average downside capture...
International Opportunities,Global ReachandEmerging Markets Opportunitiesfunds. The first three had been hard closed, while the last had been soft-closed. Under the terms of the reopening, the funds are open to additional purchases by existing shareholders but also tonewshareholders...
Despite the lack of convincing evidence that active investment fund managers add value, the number of actively-managed US mutual funds has increased substantially over the last 25 years. While non-sector diversified mutual funds have received much attention, sector funds, except real estate mutual fu...
After the December 2018 sell-off, which wiped-out the S&P 500’s entire year gain, attempts to normalize rates stopped. And when the CV-19 crisis hit in March, we were back to ZIRP. Bond funds in general have enjoyed a nearly 40-year bond bull market with rates generally declining. ...
funds that track to SP500 volatility, this value is (or close to) 1.00 %/yr. FHR is higher or lower based simply on the ratio of annualized standard deviation of the fund to that of the SP500 over the same evaluation window. FHR is effectively in units of percentage per year, %/yr...
Putting your money in an S&P 500 index fund costs very little in fees and typically means at least matching, if not outperforming, most of the expensive actively managed funds out there. A 2022 Morningstar analysis found that during the previous year, only 31.9% of actively managed U.S. la...
Putting your money in an S&P 500 index fund costs very little in fees and typically means at least matching, if not outperforming, most of the expensive actively managed funds out there. A 2022 Morningstar analysis found that during the previous year, only 31.9% of actively managed U.S. la...