2018 Mutual Fund Landscape

Dimensional has updated its Mutual Fund Landscape report through 2017. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns after costs.

Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear 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.

Download complete article (PDF)

We’d Love To Hear From You

Name *