Don Phillips: The case for indexing has been significantly overstated.
This screen turns up solid funds with lower valuations than the S&P 500 Index.
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.
Also, Bogle Small Cap Growth reopens, Peltz joins Legg Mason board, and more.
For most funds, a recent upsurge in volatility probably doesn't signal a dramatic departure from established strategies. In some cases, however, there may have been a change for the worse.
Some things, but perhaps not what you think.
But passive equity and alternative strategies continue to draw interest.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...