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Smart Beta ETFs seek to avoid this issue of overweighting the most expensive stocks by using alternative weighting or selection criteria.
According to a report this week by JPMorgan, 67% of active funds performed worse than their benchmark in Q3. Half of those funds (34%) lagged their benchmark by at least 2.50%.
There are a number of reasons why you might sell a bond before it matures, but we’re going to focus on an important opportunity bond investors have today to enhance returns through roll yield.