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Fire Your Small Cap Mutual Fund Manager

We have found through research that 78% of small cap managers were unable to beat the index. The news is even worse for longer periods of time. Over the past 10 years, 84% of small cap managers were unable to beat the index. In the past, it was believed that actively managed funds by active managers could find companies that weren't being covered, find out the information, exploit that information by making investment decisions that they could profit from. This doesn't happen often anymore because there are more analysts now covering more companies and any investment manager can purchase a software now to get updated financial information on any publicly traded company. Fees are very high for actively managed small cap fund's, the average fee is 1.61%. Whereas, the index fund costs .06%. It will only become more difficult going forward in the future for active managers to consistently outperform their benchmark in the index.

Casey Smith


Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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