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Investment Planning

Why Most Mutual Funds Can’t Outperform Their Benchmarks

High mutual fund fees, frequent trading, and an inability to outguess the market make it difficult for most managers to outperform their benchmarks. Investors should consider a fund’s underlying market philosophy, robustness of portfolio design, and attention to total costs. The attached Mutual Fund Landscape Report by Dimensional Fund Advisors explores this topic.

2019 Mutual Fund Landscape Report


The opinions expressed in the reprinted article are those of the author, and do not purport to reflect the opinions or views of CPWM, LLC, its affiliates, or any of their respective employees. Full disclaimer found here.

Source: Dimensional Fund Advisors