Most Mutual Funds Do Not Outperform

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Fund Manager Experience Does Not Predict Outperformance Experience by itself does not predict whether or not a mutual fund manager will outperform in the future. Though mutual fund managers who have been the sole manager of their funds have as a group outperformed the…

 

What You Can Expect at the AAII Investor Conference

Those of you who regularly read my weekly commentary know that I attend conferences and other industry events. (So far this year, I’ve been to two conferences, one four-day seminar and various luncheons and I have even more upcoming events on my calendar.) The presentations are generally informative, but it’s the personal interaction that’s the…

 

Value Investing Is Not Dead

Value investing was described as “losing its effectiveness” by The Wall Street Journal on Monday. The article was published approximately two months after Goldman Sachs issued a report entitled, “The Death of Value?” A quick glance at the recent numbers shows why such commentary is being written. For the 10-year period ending June 30, 2017,…

 

The August 2017 AAII Journal is Now Available Online

  Feature Article: Exchange Traded Funds » The Individual Investor’s Guide to Exchange-Traded Funds 2017 Detailed return information and data on more than 500 exchange-traded products, including an overview of the ETF industry. Exchange-Traded Funds » The Four Groups of ETFs by Elisabeth Kashner Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it…