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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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Each year seems to bring an ever increasing number of new exchange traded funds (ETFs).

2011 was no exception.

Some say many of the new ETFs are not necessary, but I like the increase. 

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Mutual Fund Management

On 09/30/2010, in Mutual Funds, by Jordan Wilson

After evaluating performance, a review of fund management should be completed.

Why?

For two reasons.

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