Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at


Michael from CA posted over 4 years ago:

I like your article. I hope I can learn more about mutual funds and ETF


Roger from FL posted over 4 years ago:

"The primary advantage a MF can give you over an ETF, of course, is active management."
From Table 4, Performance of the 50 Most Widely Held Funds, I see that in 2010 only 16 of the 50, or 32% beat or matched the S&P 500.
My conclusion is that this kind of "active management" is not desirable.

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