MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Friday, September 20, 2013 Rekenthaler: Stock Funds Poised For a Bump as 2008's Impact Fades 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. Printed from: MFWire.com/story.asp?s=46119 Copyright 2013, InvestmentWires, Inc. All Rights Reserved |