Tag: past performance is no indicator of future performance

ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS

June 22, 2013

Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Continue Reading »

Daniel Wallick & Gregg Fisher Transcript 6/21/2013 #952

June 21, 2013

CONSUELO MACK: On this week’s WealthTrack, the active versus passive debate! Two seasoned investment pros argue the case for and against. In a surprising twist, Vanguard Principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Their arguments are next on Consuelo Mack WealthTrack!

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What percentage of your investments are in actively managed funds, what portion are in passive index funds or ETFs? If you are like most investors, the mix is pretty one sided. As you can see from this pie chart from Vanguard, 74% of assets under management in domestic and international stock mutual funds are actively managed and only 26% are in passive funds, although that number is growing.