Explore trends in portfolio composition, performance, and more. See how active equity funds measure up against industry benchmarks. With this due diligence tool, you can compare managed ...

Davis receives additional support from Shilpee Raina, a former analyst on JPMorgan Equity Income ... as its benchmarks, leading to superior risk-adjusted performance. Stock selection, as opposed ...

The Vanguard Extended Market Index Fund is a low-cost way to garner access to stocks outside the S&P 500. Learn more about ...

Leverage the Bloomberg Public Market Equivalent (PME) model to benchmark your private equity portfolio to public equity performance. Use our traditional PE benchmark to compare private equity fund ...

As the calendar year 2024 draws to close, ETMutualFunds did some analysis of the performance and found that around 70% equity mutual funds have outperformed their respective benchmarks in 2024 so far.