The John C. Bogle Reader by John C. Bogle & Barry Z. Posner

Author:John C. Bogle & Barry Z. Posner [Bogle, John C. & Posner, Barry Z.]
Language: eng
Format: epub
Publisher: John Wiley & Sons, Ltd.
Published: 2012-05-18T04:00:00+00:00

Appendix

TABLE 2.4 MARKETING OR MANAGEMENT?: RELATIVE RETURNS VERSUS NUMBER OF FUNDS (firms offering 15 or fewer funds are shaded)

Firm Equal-Wtd. % Outperformance*Number of Funds

Dodge & Cox 98 4

First Eagle 97 5

Calamos 91 8

So. Eastern / Longleaf 90 3

American Funds 79 26

Royce 79 14

Harris Associates 77 7

Vanguard 76 75

PIMCO 76 51

Franklin Templeton 71 100

T. Rowe Price 71 72

Janus 70 21

ING 69 60

Nuveen 65 36

American Century 64 54

WM Advisors 64 15

Davis 62 7

Fidelity 62 207

Waddell & Reed 61 45

USAA 61 31

Oppenheimer 60 48

MFS 59 61

Prudential 59 49

New York Life 58 22

US Bancorp 57 37

Columbia Mgmt 56 72

AllianceBernstein 55 57

Banc One 54 36

Neuberger Berman 54 14

Lord Abbett 53 27

Scudder 52 65

Van Kampen 52 43

Federated 52 37

Evergreen 51 57

Citigroup 50 57

Wells Fargo 50 39

Eaton Vance 49 73

Morgan Stanley Adv 49 50

Goldman Sachs 49 34

The Hartford 48 33

Putnam 47 54

John Hancock 47 35

Dreyfus 45 126

Delaware 44 56

Strong 44 42

Thrivent Fin’l 44 25

Trusco Cap 43 24

Merrill Lynch 40 58

Aim 39 62

Nations Funds 38 42

American Exp 37 60

BlackRock 36 32

Pioneer 33 24

JPMorgan 32 38

15 Funds or Less More Than 15 Funds

Summary Performance* Number of Funds Performance† Number of Funds

(Average) 77% 8 48% 52

*Over 10 years.

†Outperformance data are adjusted because Fidelity study ignored initial sales charges and B-class shares.

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