How Much is Active Fund Management Worth?

You've probably heard fund managers promise to beat the market. They point to their track record as proof they're worth the fees. But how much, if anything at all, should you actually pay for that promise?

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DISCLOSURES:

Please pause the video to read all important disclosures related to performance data, including the limitations of hypothetical or back-tested results, the assumptions used, and other inherent risks. Charts and tables shown in this video may also be accessed in the 'Videos' section above.

These videos are provided for informational purposes only and should not be construed as a solicitation, recommendation, or endorsement of any particular security, product, or service, nor should they be considered investment or tax advice. Investing involves risks, including potential loss of principal, and there is no guarantee that any investment strategy will be successful. Past performance is not indicative of future results, and no investment decisions should be based solely on the content of these videos.

Appearances by non-affiliated individuals, as well as third-party quotes, references, or likenesses, do not constitute an endorsement of Index Fund Advisors, Inc. or any specific service, strategy, or advisor. Third-party information is provided for informational purposes only and is not guaranteed by IFA.

This video may include content generated or enhanced using artificial intelligence (AI).

Hypothetical or back-tested performance is provided solely for illustrative purposes and does not represent actual trading or the performance of any specific client account. Hypothetical performance is achieved through the application of models or strategies applied in hindsight and is subject to significant limitations. Assumptions used in calculating hypothetical performance may not reflect actual market conditions or material economic and market factors that could affect results.