Performance reflects results for the hypothetical index asset allocation portfolios during the corresponding time period, and are net of reinvested index dividends.
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Not only did the average actively managed mutual fund underperform its comparable index fund net of fees, but it was also almost impossible to identify actively managed mutual funds that could outperform their benchmarks on a consistent basis.
According to Rothstein Kass in a recent study, an index of women-led funds produced a net return of 9%, compared to a global index return of a mere 3%.
Avi Gilburt is author of ElliottWaveTrader.net, a live Trading Room featuring index and stock wave analysis for active traders.
Understand that the performance for Morgan's index is a total return, net of all expropriations and currency crises.
He bought zero coupon bonds in 2004 and 2005, when others thought inflation would crush them, and returned 11% and 12%, net of fees, versus the Lehman Aggregate Index's 4% and 2%.
Using stock charts to interpret price and volume action on the major indexes and on leading stocks is an invaluable way to assist with market direction analysis, because charts show the net sum of all the bulls and bears in an index or in a stock.
According to an index from the firm Rothstein Kass, female hedge fund managers produced a return of nearly 9% through the third quarter of 2012 (based on 67 hedge funds with female owners or managers), while their male counterparts, according to the HFRX Global Hedge Fund Index, choked out a mere 2.69% net return through September.
Investors who maintain a balanced portfolio of 60 percent in global equity index funds and 40 percent in fixed income index funds should see about a 5.0 percent annualized net of fees over 10 years.
By contrast, with a traditional index mutual fund, "you're always buying at the net asset value, " Mr. Goldie notes.
Figures from the U.S. Bureau of Labor Statistics show that the Consumer Price Index stood at 2.9% at the end of September, net of the volatile food and energy markets.
If the net value of all active management is less than zero, then the logical choice is to do all index funds, all the time.
To increase the odds of higher net returns, I like to seek out low-cost investment vehicles such as DFA funds, Vanguard index funds and ETFs.
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Because the strong cost cutting undertaken by corporate America , Asia and Europe we also see record net income gains that have driven a rally of over 90% in the MSCI All-Country World Index of 45 nations.
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