The Performance of U.S. Equity Funds Compared to Benchmarks

The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST.  Paul will make a one hour presentation on "The Case for Small Cap Value:  The Good, the Bad and the Ugly.” This presentation will include some interesting new tables that give a new perspective to this productive equity asset class.

After Paul speaks, Chris’ presentation will focus on 2 Funds for Life in retirement and how to select the Best In Class ETFs.
One of Paul’s favorite Truth Tellers, Ben Carlson, has recently written, "The Luckiest Generation”.  Paul reads highlights from the article.  It turns out “The Luckiest Generation”  faced a lot of serious headwinds.  Then Paul suggests the steps we should take if we aren’t so lucky.

The annual SPIVA Report is one of the most important studies in the industry on mutual fund performance.  While many may wish to read the whole report, 
Paul focuses on the tables on pages 9, 10, 13, 14, 17 and 19.
Those who take the time to review this information will hopefully reconsider holding any actively managed funds in their portfolio.