The US Funds That Beat the Market

The S&P 500 index is notoriously difficult for fund managers to beat, but some have managed to outperform it over the long-term

Holly Black 26 January, 2021 | 9:25AM
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US funds

The US stock market is a notoriously difficult one for investors to outperform. With more than 500 stocks listed on the S&P 500 and many of them fast-growth tech names, it’s harder to find hidden gems. 

Indeed, Morningstar research has shown that over the past 10 years just 1.5% of funds in the US Large-Cap Equity fund category have managed to beat their benchmark. It’s no wonder then, that just 40% of US funds make it to their tenth birthday.

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About Author

Holly Black  is Senior Editor, Morningstar.co.uk

 

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