Vanguard and Fidelity active stock funds: both generally beat their same-style Vanguard index funds

IF 4.4 3区管理学 Q1 OPERATIONS RESEARCH & MANAGEMENT SCIENCE

Annals of Operations Research Pub Date : 2024-11-21 DOI:10.1007/s10479-024-06196-x

Edward Tower

引用次数: 0

Abstract

This chapter contrasts the return of Vanguard and Fidelity active stock mutual funds with the same-style portfolio of Vanguard’s index funds over the ten years through 2022. Vanguard’s equally weighted portfolio of domestic active funds generally excess-returns the Vanguard same-style index fund portfolio, as does Fidelity’s equally weighted active-fund portfolio.

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先锋（Vanguard）和富达（Fidelity）的主动型股票基金总体上都优于同类先锋指数基金

本章对比了截至2022年的十年间先锋和富达主动股票共同基金与先锋指数基金相同风格投资组合的回报。Vanguard的同等权重国内主动型基金投资组合的回报率通常高于Vanguard的同类指数基金投资组合，富达的同等权重主动型基金投资组合也是如此。

本文章由计算机程序翻译，如有差异，请以英文原文为准。

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来源期刊

Annals of Operations Research 管理科学-运筹学与管理科学

CiteScore

7.90

自引率

16.70%

发文量

596

审稿时长

8.4 months

期刊介绍： The Annals of Operations Research publishes peer-reviewed original articles dealing with key aspects of operations research, including theory, practice, and computation. The journal publishes full-length research articles, short notes, expositions and surveys, reports on computational studies, and case studies that present new and innovative practical applications. In addition to regular issues, the journal publishes periodic special volumes that focus on defined fields of operations research, ranging from the highly theoretical to the algorithmic and the applied. These volumes have one or more Guest Editors who are responsible for collecting the papers and overseeing the refereeing process.