David O’Leary and Brian O’Neill

Decorative pattern

Market Insights

Active or Passive

The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term. The inevitable conclusion would have been that everyone should buy low-fee, index-tracking exchange-traded funds […]

By David O'Leary and Brian O'Neill |April 29, 2009

5 min read

Decorative pattern

Market Insights

Active or passive

The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term. The inevitable conclusion would have been that everyone should buy low-fee, index-tracking exchange-traded funds […]

By David O'Leary and Brian O'Neill |April 1, 2009

5 min read

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