For the first time, the report will look at the following Average Fund Investors:

  • Active Funds
  • Passive Funds
  • Target Date Funds
  • Alternative Investment Funds
  • Growth Funds
    • Small Cap
    • Mid Cap
    • Large Cap
  • Value Funds
    • Small Cap
    • Mid Cap
    • Large Cap
  • Blended Funds
    • Small Cap
    • Mid Cap
    • Large Cap
  • 8 Different Sector Funds
    • Finance
    • Health
    • Technology
    • And more...

Purchase of the Full Study includes unlimited rights to use all of the charts and data in a firm's marketing materials, as well as the following information:

  • Analysis of investor returns versus the S&P 500 since 1985
  • One-year investor return data since 1985
  • An explanation of how investor returns are calculated
$795.00

 

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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.