Large Cap Equity Managers – The Struggles Continue

In 2015, amid plunging oil prices and a strengthening U.S. dollar, the S&P 500 Index delivered a total return of 1.38%. Nonetheless, in 2015, 66.11% of large-cap equity managers, under-performed the S&P 500.

In 2015, amid plunging oil prices and a strengthening U.S. dollar, the S&P 500 Index delivered a total return of 1.38%. Nonetheless, in 2015, 66.11% of large-cap equity managers, under-performed the S&P 500. The figures are equally unfavorable when viewed over longer-term investment horizons. Over the five-year period ended 2015 and beginning 2011, 84.15% of large-cap managers lagged the S&P 500 Index.  For the 10-year investment horizon beginning 2006, 82.14% of large-cap managers under-performed the S&P 500 Index.

In ANTYA’s view, investors are well-advised to lower investment management costs by subscribing to our Astute Asset Allocation based portfolios.

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