JMF Capstone Wealth ManagementActive Funds Whiff Again – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Active Funds Whiff Again https://www.jmfcapstone.com/2016/04/04/active-funds-whiff-again/ https://www.jmfcapstone.com/2016/04/04/active-funds-whiff-again/#respond Mon, 04 Apr 2016 09:00:28 +0000 http://evolvemypractice.com/?p=2698 The year-end 2015 S&P Active Versus Passive (SPIVA) scorecard provides yet another example of why—at least when it comes to the overall results of active management relative to appropriate benchmarks—the past is in fact prologue. Following are some highlights from the recently released report: Domestic Equities Last year, 66.1% of large-cap managers, 56.8% of midcap...

The post Active Funds Whiff Again appeared first on JMF Capstone Wealth Management.

]]> The year-end 2015 S&P Active Versus Passive (SPIVA) scorecard provides yet another example of why—at least when it comes to the overall results of active management relative to appropriate benchmarks—the past is in fact prologue. Following are some highlights from the recently released report:

Domestic Equities

  • Last year, 66.1% of large-cap managers, 56.8% of midcap managers, 72.2% of small-cap managers and 61.9% of real estate investment trust managers underperformed the S&P 500, the S&P MidCap 400, the S&P SmallCap 600 and the S&P U.S. Real Estate Investment Trust index, respectively.

Read the rest of the article on ETF.com.

The post Active Funds Whiff Again appeared first on JMF Capstone Wealth Management.

]]> https://www.jmfcapstone.com/2016/04/04/active-funds-whiff-again/feed/ 0