Advisor Insights

Mind the Gap 2018

Russel Kinnel

These are good days for investors. The last bear market was nearly a decade ago. Socking money away in mutual funds and then watching it grow has worked quite nicely.

We see the proof not only in strong market returns but also in solid Morningstar Investor Returns. Investor returns, or dollar-weighted returns, measure return on investments for the typical investor by factoring in cash flows and fund size. When the markets move up steadily, investors are part of a positive feedback mechanism that encourages continued investment.

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