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According to data from Morningstar Direct, just 18.2% of actively managed funds whose primary prospectus benchmark is the S&P 500 are outperforming the index in the first half of this year.
Here are the best S&P 500 index funds, including mutual funds and exchange-traded funds. Top S&P 500 index funds in 2024. Fund (ticker) 5-year annual returns. Expense ratio. Minimum investment.
Schwab S&P 500 Index Fund (SWPPX) – Expense ratio: 0.02 percent. SPDR S&P 500 ETF Trust (SPY) – Expense ratio: 0.095 percent. State Street S&P 500 Index Fund Class N (SVSPX) – Expense ratio ...
The S&P 500 index is set to cap off a banner year. Investing in the S&P 500 through an exchange-traded fund (ETF) is generally a smart move as the index has historically returned an annual average ...
Data regularly updated by Standard & Poor's indicates that over the course of the past five years, 77% of large-cap mutual funds available to U.S. investors underperformed the S&P 500. Things don ...
It’s common to see mutual funds or ETFs based on different investment styles where the fund manager sticks ... broad market indexes such as the S&P 500. ... end up outperforming active ones over ...
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