A recent article in Morningstar reports the findings of the firm’s annual Mind the Gap study in which it evaluates the cost to investors associated with the timing of investments.…
Tag: Investor Returns
Morningstar: Investors are Making Better Use of Their Funds
A recent article in Morningstar highlights the firm’s research into historical trends in fund investor returns which show, “times have been good lately, and we can see that in a…
Investors Spooked by the Market Tumble Should "Buy and Hold"
Highlighting the fact that future stock market movements are “unknowable” and that trying to predict them can be “dangerous,” a recent Wall Street Journal article quotes the legendary investor Peter…
The Biggest Failure of the Investment Management Industry
By Jack M. Forehand (@practicalquant) — The investment management business has improved dramatically in the past twenty years. The days of brokers selling high priced products to unsuspecting consumers that…
What are Investor Returns, Really?
There is some confusion around why the total investor return data published by Morningstar differs from the returns that investors are actually earning. Russ Kinnel, director of manager research for…