JMF Capstone Wealth ManagementPassive Investing Without Indexes – 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 Passive Investing Without Indexes https://www.jmfcapstone.com/2016/05/02/passive-investing-without-indexes/ https://www.jmfcapstone.com/2016/05/02/passive-investing-without-indexes/#respond Mon, 02 May 2016 09:00:58 +0000 http://evolvemypractice.com/?p=2751 Most investors believe all passively managed funds within the same asset class should have the same, or at least very similar, returns. However, while all index funds and passive structured asset class funds are similar in the way that rectangles and squares are similar, they are also very different. All squares are rectangles, but not...

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]]> Most investors believe all passively managed funds within the same asset class should have the same, or at least very similar, returns. However, while all index funds and passive structured asset class funds are similar in the way that rectangles and squares are similar, they are also very different. All squares are rectangles, but not all rectangles are squares.

Similarly, while all index funds are passively managed, not all passively managed structured asset class funds attempt to replicate the returns of popular retail indexes like the S&P 500 or the Russell 2000.

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