The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Rekenthaler: Stock Funds Poised For a Bump as 2008's Impact Fades Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, September 20, 2013

Rekenthaler: Stock Funds Poised For a Bump as 2008's Impact Fades

News summary by MFWire's editors

It will become much easier to sell stock funds in six weeks, as the five year performance period will change dramatically, Morningstar's John Rekenthaler writes.

Now Morningstar's U.S. Large Blend category has an average annualized return over the past five years of 0.57 percent but once October 2008 disappears from the five-year record, the U.S. large blend category improves to 11.49 percent, Rekenthaler's charts show. Not too shabby.

Unsurprisingly, investors tend to buy asset classes that give an overwhelming visual impression of consistent success, Rekenthaler writes, so this bodes well for stock funds.

To read more, click here here

Edited by: Casey Quinlan

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2018
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use