Mullaney Keating & Wright

Independent Investment Professionals

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MUTUAL FUND PERFORMANCE PERSISTENCE

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 to remain in the top quartile at the end of the five-year measurement period.”¬† Copious details available in the report.

TFM