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The Acid Test: Good Governance


Q: How has your core portfolio -- IDEX Great Companies America (IGAAX ) -- performed so far this year and longer term?A: Longer-term, if you look at it since inception, we've outperformed the S&P 500 by about 15%. This is since 1998. So over the long run, we've done very well. In terms of this year, on a year-to-date basis (through June), the total return was down 0.11%, which is 0.7 percentage points better than the index and 0.49 percentage points better than the category. And our current numbers are not set for the next quarter, but we're still outperforming the index by 0.15 percentage points, and 0.11 percentage points better than the category. (The source here is Morningstar.)


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