{"id":2066491,"date":"2017-06-16T12:52:33","date_gmt":"2017-06-16T07:22:33","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2066491"},"modified":"2017-06-16T12:52:33","modified_gmt":"2017-06-16T07:22:33","slug":"pms-update-april-2017","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2017\/06\/16\/pms-update-april-2017\/","title":{"rendered":"State of PMS &#8211; April 2017"},"content":{"rendered":"<p>This is an update to our continuing coverage of the performance of portfolio management services. Read the <a href=\"https:\/\/stockviz.biz\/2016\/12\/16\/state-pms-november-2016\/\" target=\"_blank\">first one<\/a> for an intro.<\/p>\n<h3>Monthly performance diffusion<\/h3>\n<p><a href=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31.png\" alt=\"\" width=\"1200\" height=\"700\" class=\"alignnone size-full wp-image-2066511\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31.png 1200w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31-300x175.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31-768x448.png 768w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31-1024x597.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.Monthly.2017-05-31-500x292.png 500w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<h3>Cumulative Returns<\/h3>\n<p><a href=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31.png\" alt=\"\" width=\"1200\" height=\"900\" class=\"alignnone size-full wp-image-2066501\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31.png 1200w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31-300x225.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31-768x576.png 768w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31-1024x768.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/PMS.MutualFund.2017-05-31-400x300.png 400w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n<p>Median PMS performance continues to drag Small and Midcap mutual funds. However, Equity Intelligence seems to be in a league of its own:<\/p>\n<p><a href=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31.png\" alt=\"\" width=\"1200\" height=\"900\" class=\"alignnone size-full wp-image-2066521\" srcset=\"https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31.png 1200w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31-300x225.png 300w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31-768x576.png 768w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31-1024x768.png 1024w, https:\/\/portalvhds29z8xdrqhczq.blob.core.windows.net\/wordpress\/2017\/06\/EI.MutualFund.2017-05-31-400x300.png 400w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is an update to our continuing coverage of the performance of portfolio management services. Read the first one for an intro. Monthly performance diffusion Cumulative Returns Median PMS performance continues to drag Small and Midcap mutual funds. However, Equity Intelligence seems to be in a league of its own:<\/p>\n","protected":false},"author":2,"featured_media":2065851,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471,9],"tags":[3771],"class_list":["post-2066491","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing-insight","category-your-money","tag-pms","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2066491","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=2066491"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2066491\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2065851"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2066491"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2066491"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2066491"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}