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WHY HOLD AN INDEX FUND IN THE SMALL-CAP CATEGORY WHEN THE ROTATING FUNDS PERFORM SO MUCH BETTER?

April 26, 2017category fund funds hold index perform rotating small-cap

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WHY HOLD AN INDEX FUND IN THE SMALL-CAP CATEGORY WHEN THE ROTATING FUNDS PERFORM SO MUCH BETTER?

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Despite the recent data looking unfavorable, indexing tends to move in and out of favor almost like its own investing style. There will again be years like 1997 where the indexes outperform the best of the active managers even in that category.