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Index funds are supposed to closely track their bogey—return the index minus their expenses. In this study of 68 mutual funds and ETFs mimicking the S&P 500, a number of funds either outperformed or underperformed the index. Expenses and active management are responsible.
Say your 10-year performance for large-cap growth comes in at -4.5. You'll look bad if you're benchmarked against the S&P 500. You'll look fantastic benchmarked to Morningstar or MSCI. Comparing yourself with the wrong index can heavily influence clients' evaluation of your performance. Here's why and what to do about it.
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