To: SeekAndFind
Over the past 25 years, only 38.6% of active funds have outperformed the broader S&P 500 on an annual basis. Does that include bond funds and balanced bond/stock funds? If so, they aren't aiming to beat the S&P 500. They give up return to cut down on risk.
3 posted on
12/06/2014 11:47:37 AM PST by
KarlInOhio
(The IRS: either criminally irresponsible in backup procedures or criminally responsible of coverup.)
To: KarlInOhio
Usually they are talking about funds that will generally be tracked against the S&P as a benchmark. Bond funds are benchmarked differently.
6 posted on
12/06/2014 8:20:54 PM PST by
Vermont Lt
(Ebola: Death is a lagging indicator.)
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