Fundos mútuos que superaram o S&P?
Fundo Rowe Price de pesquisa de ações dos EUA(ticker: PRCOX) está neste clube exclusivo, tendo superado – juntamente com uma equipe de cerca de 30 analistas de pesquisa – o índice S&P 500 nos últimos cinco anos em uma base anualizada. US Equity Research é um fundo cinco estrelas com medalha de ouro da Morningstar.
Fundo Rowe Price de pesquisa de ações dos EUA(ticker: PRCOX) está neste clube exclusivo, tendo superado – juntamente com uma equipe de cerca de 30 analistas de pesquisa – o índice S&P 500 nos últimos cinco anos em uma base anualizada. US Equity Research é um fundo cinco estrelas com medalha de ouro da Morningstar.
O fundo com melhor desempenho na lista foi oFundo de crescimento PGIM Jennison US de US$ 116 milhões, gerenciado por Blair Boyer, Natasha Kuhlkin e Kathleen McCarragher. A estratégia subiu 53,47% em 2023, após perda de 39,83% em 2022.
Berkshire Hathaway(NYSE: BRK.A) (NYSE: BRK.B) é uma ação lendária no mundo dos investimentos. Liderada pelo icônico Warren Buffett, a holding diversificada superou muitas vezes o desempenho do índice S&P 500 desde 1965.
Fundos focados | Retorno de 5 anos (%) | Índice de referência (%) |
---|---|---|
Fundo HDFC Focado 30 | 18.96 | 17h45 |
Fundo de Ações com Foco Prudencial ICICI | 19.04 | 17.61 |
Fundo de ações focado na Nippon Índia | 18.09 | 17.61 |
Fundo Focado em Quant | 20.04 | 17h45 |
O scorecard da S&P Dow Jones Indices compara o desempenho de fundos mútuos administrados ativamente com os principais índices. Constatou que, ao longo de um ano, 51,08% dos fundos mútuos geridos ativamente tiveram um desempenho inferior ao S&P 500 e 48,92% dos fundos geridos ativamente superaram o S&P 500.
Pontos chave.Menos do que 10%dos gestores ativos de fundos de grande capitalização superaram o S&P 500 nos últimos 15 anos.
Pontos chave.Warren Buffett recomenda regularmente um fundo de índice S&P 500. O S&P 500 tem sido um investimento rentável ao longo de todos os períodos consecutivos de 20 anos desde a sua criação. O S&P 500 teve um retorno médio anual de 10% nas últimas três décadas.
Fundo Vanguard de Crescimento e Renda (VGIAX)
As metas de investimento duplas do VGIAX ajudaram-no a vencer o mercado de ações geral em 2022 e 2023. Nos últimos 10 anos, o retorno médio anual deste fundo está quase no mesmo nível do S&P 500. Da mesma forma, seu rendimento de dividendos dos últimos 12 meses corresponde aproximadamente a o amplo mercado.
- Fundo Nippon India Large Cap (17,09% CAGR)
- Fundo Mirae Asset Large Cap (16,99% CAGR)
- Fundo Prudential Bluechip ICICI (16,78% CAGR)
- Fundo SBI Bluechip (16,61% CAGR)
- Fundo HDFC Top 100 (16,59% CAGR)
Qual fundo imita o S&P 500?
ETF | Relógio | Retorno anualizado de 5 anos |
---|---|---|
ETF Vanguarda S&P 500 | VOO | 15,65% |
ETF iShares Core S&P 500 | IVV | 12,48% |
SPDR S&P 500 ETF Trust | ESPIÃO | 12,36% |
As ações de pequena capitalização estão superando seus pares de grande capitalização na tarde de quarta-feira, depois que o Federal Reserve manteve sua taxa básica de juros estável, enquanto o presidente do Fed, Jerome Powell, informa o público em uma entrevista coletiva.
- Fortinet, Inc. (NASDAQ:FTNT)...
- Lam Research Corporation (NASDAQ:LRCX) Número de titulares de fundos de hedge: 69. ...
- (NASDAQ:SNPS) ...
- (NASDAQ: MPWR) ...
- Fair Isaac Corporation (NYSE: FICO) ...
- Palo Alto Networks, Inc.
- ICICI Prudential BHARAT 22 FOF Crescimento direto. ...
- Plano direto de opção de crescimento do fundo Quant Small Cap. ...
- Nippon India Small Cap Fund - Plano Direto - Plano de Crescimento. ...
- Crescimento direto do fundo HSBC Small Cap Fund. ...
- Opção de crescimento direto do fundo HDFC Small Cap. ...
- Crescimento direto da Motilal Oswal Midcap.
Nome do esquema | NAV direto | Retorno 1 Ano (%) Direto |
---|---|---|
Fundo do Mercado Monetário Edelweiss | 25h25 | 3,78 |
Fundo de Poupança Franklin Índia | 41,45 | 3,86 |
Fundo do Mercado Monetário HDFC | 4.649,96 | 4.05 |
Fundo Prudencial do Mercado Monetário ICICI | 306,58 | 3,93 |
Nome do Fundo | Retorno de 3 anos | Retorno de 5 anos |
---|---|---|
Fundo Kotak Small Cap (G) | 29,1% | 26,8% |
Fundo Prudencial de Infraestrutura ICICI (G) | 41,3% | 26,4% |
Fundo de Manufatura e Infraestrutura do Banco da Índia (G) | 31,8% | 26,4% |
Fundo Aditya Birla Sun Life Digital Índia (G) | 20,9% | 25,9% |
Nome do Fundo | Retorno de 5 anos | Retorno de 10 anos |
---|---|---|
Esquema de ações emergentes Kotak (G) | 22,5% | 22,7% |
Fundo Quant Large e Mid Cap (G) | 24,0% | 22,5% |
Fundo de valor HSBC (G) | 20,8% | 21,0% |
Fundo de Crescimento da Nippon Índia (G) | 25,1% | 20,7% |
| Relógio | Desempenho de 10 anos |
---|---|---|
1 | SMH | 824,3% |
2 | XLK | 514,2% |
3 | IXN | 434% |
4 | YAY | 340,4% |
Nome do Fundo | Categoria | Risco |
---|---|---|
Fundo Bandhan Tax Advantage (ELSS) | Equidade | Muito alto |
Fundo Prudencial de Descoberta de Valor ICICI | Equidade | Muito alto |
Fundo Motilal Oswal Large e Midcap | Equidade | Moderadamente alto |
Fundo JM Flexicap | Equidade | Muito alto |
Colocar seu dinheiro no S&P 500 fará com que você ganhe mais dinheiro
Simplesmente colocar todo o seu dinheiro no ETF do índice S&P 500, SPY, e esquecê-lo quase sempre produzirá retornos mais elevados do que pagar um consultor financeiro para aconselhamento.O S&P 500 supera a maioria das carteiras de consultores financeiros na maioria das vezes.
Qual é o melhor fundo mútuo para investir em 2023?
Fundos mútuos | Retorno de 1 ano (%) |
---|---|
Fundo HDFC Multi Cap | 40.19 |
Fundo Kotak Multicap | 39,77 |
Fundo Motilal Oswal Large e Midcap | 38.05 |
Fundo ITI Multi Cap | 38,54 |
Embora seja muito difícil, o mercado pode ser derrotado. Todos os anos, alguns gestores apresentam números melhores que os índices de mercado. Uma pequena fração consegue fazê-lo durante um período mais longo. No horizonte dos últimos 20 anos,menos do que 10%dos fundos geridos ativamente nos EUA venceram o mercado.
Na verdade, pode levar a perdas indesejadas. Os investidores que investem apenas no S&P 500 ficam expostos a inúmeras armadilhas: Investir apenas no S&P 500 não proporciona a ampla diversificação que minimiza o risco. As crises económicas e os mercados em baixa ainda podem provocar grandes perdas.
A estratégia 90/10 exigealocando 90% do seu capital de investimento para fundos de índice S&P 500 de baixo custo e os 10% restantes para títulos governamentais de curto prazo. Warren Buffett descreveu a estratégia numa carta de 2013 aos acionistas da sua empresa.
Buffett observou que, após sua morte, o administrador da herança de sua esposa foi instruído a colocar90% de seu dinheiro em um fundo de índice de ações com taxas muito baixas e 10% em títulos governamentais de curto prazo. 1 Isto é o que chamamos de “estratégia de investimento 90/10”.
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