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Jason Zweig: Chasing Hot Returns In ‘Smart-Beta’ Funds Can Be A Dumb Idea

TedTed
in Fund Discussions
FYI: Many investors are searching for a refuge in the latest stock-market storm.
Ever since the financial crisis of 2008-2009, fund companies have been pushing “smart-beta” funds. These are bundles of companies that have tended to be less risky and more lucrative than the market as a whole, because of cheaper stock prices, higher dividends or other factors.
Regards,
Ted
http://blogs.wsj.com/moneybeat/2016/02/12/chasing-hot-returns-in-smart-beta-funds-is-a-dumb-idea/tab/print/

Comments

  • rforno
    Amusing that Zweig quotes Arnott, whose forrays into 'smart beta' have been so-so. *cough* PAUIX PAAIX etc.
  • Sven
    Totally agree on Arnott. His funds are pretty bad in both up and down markets. The only "Smart" thing is the hefty fee from those fund-of-funds.
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