indexing Archives - Investment Watch Blog

Active fund managers trail the S&P 500 for the ninth year in a row in triumph for indexing

March 16, 2019 11:03 am

via CNBC: Active managers who claim that they would do better during periods of heightened volatility are going to have to find another argument. For the ninth consecutive year, the majority (64.49 percent) of large-cap funds lagged the S&P 500 …

Fundamental indexing when prices are rich and 6 stocks generate 98% of 2018 S&P 500 gains

October 25, 2018 10:46 am

by Daendrew 98% of S&P 500 gains come from just 6 companies. https://www.cnbc.com/2018/07/10/amazon-netflix-and-microsoft-hold-most-of-the-markets-gain-in-2018.html When you take that into account, it is even more impressive that SFLNX, the Schwab Fundamental US Large Company Index Fund has held up the way it …