Bogle Investment Management

Mutual Fund News

Quant Funds’ Strong Run Continues

December 8, 2014

Funds that use quantitative stock-picking models are on a roll. A list of 50 U.S.sold quant funds compiled by Morningstar beat more than 80% of their respective peers over the trailing three years through Dec. 2, and the group outperformed its respective peers in 2011, 2012, 2013, and has done so again thus far in 2014.

View PDF

Six Small Cap Funds with Headroom

December 1, 2014

Small-cap stock funds with capacity can be hard to find, especially after a more than five-year bull market in which smaller fare have fared better than larger.

View PDF

The Quant Comeback

March 11, 2014

With the strong results of quant funds last year, some clients may be inclined to jump in. But for best results, pick management teams that have long records for delivering winning results.

View PDF