Why Can't Most Funds Beat Their Benchmarks? - My Wealth Advisor
Why Can't Most Funds Beat Their Benchmarks

Why Can’t Most Funds Beat Their Benchmarks?

Using a representative sample of US-domiciled mutual fund returns from Morningstar, Dimensional’s newly released “2019 Mutual Fund Landscape” report documents the power of market prices by assessing fund returns over multi-year periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high fees and turnover on manager performance.

Dimensional has updated its Mutual Fund Landscape report, video and unbranded slides through 2018. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns after costs.

To download the full version of Dimensional’s “2019 Mutual Fund Landscape Report”, please click the button below:

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About the Author Doug Finley

Douglas Finley founded Finley Wealth Management, a Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in financial planning and investment management for high-net-worth individuals and families.

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