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LESSON 5 · Invest Without Fear

PAUSE TO THINK

How many mutual funds consistently beat the S&P 500 index over a 15-year period?

Fewer than 10%.

According to the S&P SPIVA scorecard, over 90% of actively managed U.S. large-cap funds underperformed the S&P 500 over 15 years. The longer the time frame, the worse active managers look compared to simple index funds.

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