Ask Terry Questions Managed funds.

Managed funds.

By Terry Savage on April 28, 2018 | Investments

Do mananged funds, given a fee is involved, do as well as index funds? Thank you, Terry.

Terry Says

Not over the long run according to statistics.  But if you pick the right fund, you might "beat" the market indexes.  Just that you have very long odds of picking the right managed fund!  Take a look at these stats:

Tough for active managers to beat their benchmarks consistently
Fund category Benchmark Percentage of funds that outperformed in the subsequent year
Large-cap S&P 500 33.93%
Mid-cap S&P MidCap 400 30.39%
Small-cap S&P SmallCap 600 35.25%
International S&P 700 36.68%
Here's a link to the full CNBC report.

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