S&P Dow Jones Indices has published The Persistence Scorecard – Sept 2019 covering periods ending in 2018. It can be summarized with one quote “It is worth noting that only 0.91% of large cap and no mid-cap or small-cap funds managed … Continue reading
Monthly Archives: April 2019
PERFORMANCE of MUTUAL FUNDS
Dimensional Fund Advisors has just published their 2019 Mutual Fund Landscape_ Report. It details how few funds manage to beat their benchmarks over various investment horizons. The report is not as thorough and detailed as the Standard & Poors SPIVA … Continue reading
PRICE DISCOVERY and ITS DISCONTENTS
Dimensional Fund Advisors has released The Index Bogeyman which puts to rest the critique that index funds distort the price discovery process. TFM
