Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap Blend

Andy Rice News Leave a Comment

In my previous article on this evergreen topic of debate for advisors and investors, we’ve analyzed all U.S. Large Cap Blend, Growth and Value mutual funds, along with the most recent – Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap Blends — to see who wins the passive versus active debate. (See all the articles in this series on this landing page.)

In this comparison, we’ll venture into the broad Foreign Large Cap – better known as Large Cap International equities. Keep in mind I’m using Morningstar Direct as my source of screening, testing and research on return/expense data points.  

So how does the Foreign Large Cap Blend space fare in the debate? My points of fund screening include the following:

  • Morningstar Category = Foreign Large Blend
  • Equity/Style Box (Long) = Large Blend
  • Investment Area = Global Ex United States of America
  • Fund Inception Date = < 12/31/1999 (For a true picture of a 15-year return period comparison, as anything shorter than 10 years, I believe, can easily be misinterpreted.)
  • Fund Share Class = Institutional Only

 

To read the rest of my article, click HERE

Andy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), and WMS (Wealth Management Specialist). As an advisor, Andrew specializes in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.

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