Doing Something or Doing Nothing

Doing something or doing nothing: Which produces better returns? Jeffrey Ptak, Managing Director for Morningstar Research Services, wanted to test a simple question: What would happen if these active managers just stopped trading?

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DISCLOSURES:

This video and its contents are for informational purposes only and do not constitute personalized investment advice or guarantees of financial performance. The findings presented are based on the referenced research study ("These Fund Managers Could've Gone Fishin' and Earned Double the Return" by Jeffrey Ptak, April 2025) and illustrate past performance, which does not guarantee future results. The analysis assumes specific asset class allocations and does not incorporate investor-specific factors. Always consider individual circumstances, goals, market conditions, and available investment strategies.

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

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.