Studies by industry group, DALBAR
, suggest that
over the last 20 years, equity mutual fund investors
have captured only 52% of the return of the
US stock market
, as represented by the S&P 500 Index.
Bond investors fared even worse according to this study.
The members of Stringer asset management
have dedicated our careers to helping investors
close the gap between the opportunities that the
financial markets present and the returns
that investors actually realize.