The annual SPIVA Persistence Scorecard, published by S&P Dow Jones Indices (July 2014), shows that very few funds can consistently stay at the top. Of 687 funds that were in the top quartile as of March 2012, only 3.78% managed to stay there by the end of March 2014.
Meridian Financial LLC
Meridian Financial provides clarity and simplicity to give our clients greater control.
