RIA Group Promotes Active Management

February 24, 2009 • Page 2 of 3

Evolution All Cap Equity (PEVEX),

Evolution Managed Bond (PEMVX),

Evolution Market Leaders (PEVSX),

KCM Macro Trends Fund (KCMTX),

PMFM Core Advantage Portfolio Trust (ETFRX),

PMFM Managed Portfolio Trust (ETFFX),

PSI Core Strength (DXCSX),

PSI Macro Trends (DXMTX),

PSI Total Return (DXTRX),

Sierra Core Retirement Class R (SIRRX),

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1 Comment

Comments

Joel 15 years ago

Difficult task...

While it is easy to identify actively managed funds with excellent past performance, it has proven notoriously difficult to identify future active portfolios that will beat an appropriate index-based portfolio benchmark. I hope NAAIM has published a "sample active portfolio" as well as a low-expense passively managed portfolio to benchmark against. This could prove quite useful in analyzing the effectiveness of their approach at various times in the future.