Active vs Passive Investing: How to Choose an Actively Managed Fund

Start with a core of Index Funds

The S&P500 is an example of a “large-cap blend”

Small-, Medium- and Large-cap

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Growth vs Value

“Momentum” vs “underpriced”

General characteristics of Value and Growth stocks. (As always, there are exceptions.)
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Sector exposure

Socially responsible investing

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Performance measures

Star Rating



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Risk Measurements


Standard Deviation

Sharpe Ratio

Fund manager tenure

Don’t forget about the expense ratio

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