Mullaney Keating & Wright

Independent Investment Professionals

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PERFORMANCE of MUTUAL FUNDS

Dimensional Fund Advisors has just published their 2019 Mutual Fund Landscape_ Report.  It details how few funds manage to beat their benchmarks over various investment horizons.  The report is not as thorough and detailed as the Standard & Poors  SPIVA  reports (available on request) but is a good start to understanding the growing popularity of index and other passive funds.

TFM