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Recently Dalbar reported that the average equity mutual fund investor experienced returns of 5.5% in 2014 compared to the S&P 500 Index return of 13.69% more than 8% less.
Dalbar also reported that the average fixed income mutual fund investor received a return of 1.16% in 2014 while the Barclay’s U.S. Aggregate Bond Index returned 5.97%. In terms of magnitude, this is even worse as fixed income mutual fund investors received more than 5 times less in returns than the index.
Robert C. Lawton, AIF, CRPS is the founder and president of Lawton Retirement Plan Consultants, LLC. Mr. Lawton has over 30 years of retirement plan consulting and administration experience and has … Read full bio
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