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Prof G Markets · Friday, July 3, 2026

Fund Managers Trailing Benchmarks Amid Market Performance

Tom Lee noted that a significant percentage of fund managers, specifically 76% in large-cap growth and 60% in large-cap blend, are trailing their benchmarks this year. He suggests that many missed out on the semiconductor and DRAM rallies and may be chasing them in the second half.

personTom Lee

The tape

3 quotes
looking at large cap growth, 76% of fund managers are trailing their benchmark this year, which is a pretty historic number. On large cap blend, 60%.
Tom Lee
So today, I would say growth managers probably missed a lot of that semi and D-RAM rally.
Tom Lee
I think they're going to be chasing it in the second half, which is why I'd probably stay bullish.
Tom Lee
Heard on Prof G Markets — “Tom Lee's Case for S&P 8,000 Has One Big Catch, published Friday, July 3, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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Fund Managers Trailing Benchmarks Amid Market Performance — Heardvine