Why I use ETF's continued
September 26, 2007 I wrote a blog on why I use ETF's (Why I use ETF's, 9/26/07) and introduced nine of the best large cap, domestic equity mutual funds, NPRTX, RYSRX, CLVFX, HRCVX, RFNFX, MFQTX, HIACX, IJCSX, and JSVAX.
I wanted to update you on how well the mutual funds did relative to the SPY in one of the most dramatic investment climates in the past ten years. Only three outperformed the SPY in the past six months.
Two things to consider: All performance appears to be highly correlated and what is the fee difference.
Active management adds risk to your portfolio, it does not model well, and it costs performance. That is why I use ETF's for my clients.
I wanted to update you on how well the mutual funds did relative to the SPY in one of the most dramatic investment climates in the past ten years. Only three outperformed the SPY in the past six months.
Two things to consider: All performance appears to be highly correlated and what is the fee difference.
Active management adds risk to your portfolio, it does not model well, and it costs performance. That is why I use ETF's for my clients.
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