S&P: Indices repeatedly outperform actively managed funds
"The belief that bear markets strongly favor active management is a myth," says Srikant Dash, global head of research and design at Standard & Poor's....
Hard to Keep Up Performance
Standard & Poor's latest mutual fund persistence scorecard, released in mid-August, found that through June 30, very few funds were able to consistently repeat top half or top quartile performance.
Growth Funds Beat Benchmarks in First Quarter
Actively managed growth funds convincingly beat their corresponding Standard & Poor's indices during the first quarter of 2006, while value-oriented funds generally lagged their benchmarks,...
ETF Takes a New Look at Dividends
New fund incorporates forward earnings estimates in underlying index
Funds That Keep The Winning Streak Alive
Standard & Poor's released its latest scorecard measuring the consistency of top mutual fund performers over three and five consecutive years. The semiannual scorecard also...
The Red Carpet for Dividend Aristocrats
Standard & Poor's Dividend Aristocrats are getting the royal treatment. State Street Global Advisors is introducing the SPDR Dividend ETF, a new exchange-traded fund that seeks...
Emerging Markets ETFs Come Into Their Own
Investors see attractive values
Mid- and Small-Cap Funds Still Lag Indexes Through Third Quarter
Actively managed mid- and small-cap mutual funds continued to underperform their relative Standard & Poor's benchmarks through the first nine months of 2005, where as...
Mid- and Small-Cap Funds Continue to Underperform Indices in First Half 2005
Actively managed mid- and small-cap mutual funds continued to lag their relative Standard & Poor's benchmarks during the first half of 2005, while large-cap portfolios...
It Pays to Buy Exchange-Traded Funds in Bulk
Feb. 3, 2005 -- One advantage of investing in mutual funds -- the ability to buy small amounts of shares -- doesn't carry over when...