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In the U.S., the Standard & Poor’s 500 stock index (S&P 500) is up 12.6% year to date 2012.

That is the good news. The bad?

Your mutual fund is likely not meeting or exceeding this benchmark.

Why the underperformance against investment benchmarks? 

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Index benchmarks for passive investment management are an ideal fit.

And quite easy to implement.

After all, with passive investing you are simply trying to replicate the market (as represented by the relevant index). So it is simple to find an index for comparative purposes.

But there are a few things to remember when benchmarking under a passive approach. 

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Mutual Fund Concerns: Operating Costs

On 09/22/2010, in Mutual Funds, by Jordan Wilson

In our last post, we reviewed transactional costs involving mutual funds.

Besides potential sales charges and brokers’ commissions, you must to pay annual fees for the cost of operating each fund on an ongoing basis. These costs can differ significantly between funds and should be reviewed carefully before investing in a specific fund.

In fact, I believe that assessing a mutual fund’s cost structure is a key to investing success.

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