Tag Archives: Morningstar

Back to Basics – Active Versus Passive Investing

Investing Performance. Most active investors underperform against the index they’re competing against. For example, the 2014 SPIVA (which is basically the Standard & Poor’s scorecard that shows how well actively managed funds perform against various indices) showed that 86.44% of active large-cap mutual fund managers failed to match the S and P 500’s performance over a 1 year period. Continue reading

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