Join educated investors who get actionable, evidence-based wealth management insights delivered directly to their inbox.
Subscribe

Active Funds Whiff Again

The year-end 2015 S&P Active Versus Passive (SPIVA) scorecard provides yet another example of why—at least when it comes to the overall results of active management relative to appropriate benchmarks—the past is in fact prologue. Following are some highlights from the recently released report:

Domestic Equities

  • Last year, 66.1% of large-cap managers, 56.8% of midcap managers, 72.2% of small-cap managers and 61.9% of real estate investment trust managers underperformed the S&P 500, the S&P MidCap 400, the S&P SmallCap 600 and the S&P U.S. Real Estate Investment Trust index, respectively.

Read the rest of the article on ETF.com.


Our Offices
©2018 Arnett Carbis Toothman Wealth Advisors LLC