However, an S&P news release said that the
Standard & Poor’s Indices Versus Active Funds
Scorecard (SPIVA) found that mid- and small-cap funds are
still lagging their respective benchmarks. Through
September, the S&P MidCap 400 has outperformed 72.1%
of mid-cap funds, and the S&P SmallCap 600 has bested
72.3% of small-cap funds. Sector funds have
outperformed indices in six out of eight sectors through
the first nine months of the year, S&P said.
Over longer periods indices are also outperforming a majority of actively managed funds. Over the past three years, the S&P 500 has outperformed 69.4% of large-cap funds, the S&P MidCap 400 has beaten out 69.1% of mid-cap funds, and the S&P SmallCap 600 has outperformed 71.7% of small-cap offerings.
Over the last five years, the S&P 500 has
beaten 63.6% of large-cap funds, the S&P MidCap 400
has outperformed 77.5% of mid-cap funds and the S&P
SmallCap 600 has edged out 75.1% of small-cap
More information is here .
« Employers Maintain Level of Work Life Assistance