Only 29% of U.S. Mutual Funds Outperform Benchmarks YTD, Below Historical Average

GateNews
According to Goldman Sachs, only 29% of U.S. large-cap mutual funds have outperformed their benchmarks year-to-date in 2026, falling significantly short of the 37% historical average. The underperformance comes as $166 billion has flowed into U.S. equity mutual funds and ETFs so far this year. Funds continue to increase exposure to semiconductors while cutting software holdings to their lowest levels since at least 2012.
Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.
Comment
0/400
No comments