The Standard Edition, formerly known as the Full Study will look at the following Average Fund Investors:

  • Equity Funds
  • Equity Index Funds
  • Fixed Income Funds
  • Asset Allocation Funds

Purchasers of the Standard Edition will receive the following:

  • Unlimited rights to use all of the charts and data in a firm's customized communications
  • 2018 Year in Review
  • Analysis of investor returns versus the S&P 500 since 1999
  • One-year equity, fixed income, and asset allocation investor return data since 1985
  • An explanation of how investor returns are calculated

If you enjoy reading the Standard Edition (formerly named, Full Study) of QAIB each year, check out the Premium Edition, now with even more great content!

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