Index Funds

Performance of Currency-Neutral S&P 500 Index Funds

January 19, 2014

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Many investors would like to get exposure to US stocks in their portfolio even if they believe that the US dollar is in a secular decline against other major currencies. In theory, currency-neutral funds appear to offer the best of both worlds: exposure to one of the world’s most dynamic stock markets without the baggage of the risk of a depreciating currency. However, if you look at the eight year performance history of currency-neutral funds since they were first introduced in 2006, a different reality emerges.

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