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A Fund That Trounces The S&P 500

FYI: Though it’s easy to find a stock fund that beat the S&P 500 index, even over periods of 10 years or longer, buying such a fund seldom results in continued outperformance. But I’m going to tell you about a mutual fund that’s different. Let’s call it “Fund X” for now and later I’ll do the big reveal on the fund and toss in a key lesson.
Regards,
Ted
http://blogs.wsj.com/totalreturn/2014/12/23/a-fund-that-trounces-the-sp-500/tab/print/?mg=blogs-wsj&url=http%3A%2F%2Fblogs.wsj.com%2Ftotalreturn%2F2014%2F12%2F23%2Fa-fund-that-trounces-the-sp-500%2Ftab%2Fprint&fpid=2,121

M* Snapshot Of VTSMX: http://quotes.morningstar.com/fund/vtsmx/f?t=VTSMX

Lipper Snapshot Of VTSMX: http://www.marketwatch.com/investing/fund/vtsmx

VTSMX vs. VFINX: http://www.marketwatch.com/tools/mutual-fund/compare?Tickers=VTSMX+VFINX&Compare=Returns

Comments

  • This is a completely, completely bogus article and comparison, and he almost admits as much. Okay, I did not include divs, blah blah, gimme a friggin break.
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