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The Untold Truths About Indexing

What mutual fund companies don't tell investors that negatively impact results

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Linden Thomas Mid-Cap Quality Growth vs. Vanguard Mid-Cap Index
Cumulative Return 2006-2019

Linden Thomas and Company Mid-Cap Quality Growth vs. Vanguard Mid-Cap Index

Illustrated above using Linden Thomas and Company’s 9 quality earnings screens and backtested over time, a $1,000,000 Institutional-Direct portfolio outperformed the market-cap index mutual fund between 2006-2019 by 283.76%, or $2,837,592.

Earning Quality, Cost & Ownership Do Matter!


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