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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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DALBAR defends its analysis that mutual fund investors underperform the index

beebee
edited October 2017 in The Bullpen
I like a good fight. Especially when it centers on mutual fund investors.

It pits Advisor Perspectives' Micheal Edesess and Wade Pfau in one corner and DALBAR's in the other as they defend and discuss whether mutual fund investors under perform their investments.

DALBAR provides a service to the investing community regarding historical analysis of investor returns since 1994.

Pfau and Adesess says DALBAR's math is wrong, stated here in these articles:
a-warning-to-the-advisory-profession-dalbar's-math-is-wrong

investors-do-not-underperform-their-investments

DALBAR defends their work as stated here,
dalbar.com/QAIB, The click on "Truths about QAIB"

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