Do funds outperform the S&P 500?

But, in a number of cases, as the tables below show, funds have outperformed notably over the shortest (one year) and longest (seven years) time periods examined. Therefore, gains in excess of the S&P 500 and the passive strategies tracking the index, can be achieved.

Are Fidelity Mutual Funds outperforming the S&P 500?

In comparison with the broader markets, fidelity mutual funds have given a commendable performance in the first half of this year. We have thus selected three such fidelity mutual funds that have outperformed the S&P 500 index in the year-to-date (YTD) period.

Are S&P 500 index funds equal weight?

The only exception to this is the “equal weight” S&P 500 fund, which is significantly more expensive but offers the feature of additional diversification. It is the only established equal-weight S&P 500 index fund available to mutual fund investors. What Are S&P 500 Index Funds?