In the five year period ended August 31, 2016, only 9.5% of actively managed large-cap domestic equity funds beat the S&P 500. Meanwhile, the Best Ideas Newsletter portfolio has generated nearly 33 points of outperformance since its inception in May 2011.
This page is available to subscribers only. To gain access to members only content (including this research piece), click here to subscribe. With a subscription, you'll have access to all of our premium commentary, equity reports, dividend reports and Best Ideas Newsletter and Dividend Growth Newsletter, as well as receive discounts on all of our modeling tools and products. Financial advisers and institutional investors have even more to choose from!