The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Study Deals a Fresh Blow to Active Funds Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, October 08, 2009

Study Deals a Fresh Blow to Active Funds

by: InvestmentWires Staff, 

In Thursday's Wall Street Journal Fund Track column, Sam Mamudi picks up on a Morningstar study which found that, in several cases where an active fund trumps its index on an absolute basis, the extra risk it took didn't justify the returns.

Although roughly half of actively managed funds outperformed their Morningstar indexes over the past three years, 37 percent outperformed on a risk, size- and style-adjusted basis. Morningstar found similar figures for five and 10-year returns.

"It's not enough to beat an index in a way that [assumes more risk]," the Journal quoted Travis Pascavis, director of equity indexes at Morningstar, as saying.

Others quoted in the article include Morningstar director of research Russ Kinnel and Matt Hougan, senior editor of the Journal of Indexes.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use