Dimensional Fund Advisors: Do Mutual Funds Outperform Benchmarks?


Do Mutual Funds Outperform Benchmarks?

Dimensional’s analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their success.

Here’s the short (2:36 minutes) video for your viewing pleasure.

SAGE Serendipity: The New York Times has a great collection of 2-3 minute video’s called SCIENCETAKE.  Presented by science writer James Gorman, these short videos include topics such as ‘How Empathetic Is Your Dog?’ or ‘Inside The Nose of an Elephant’. Here is a collection.  Enjoy!

Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.