Sentences with phrase «average equity fund»

An excellent historical return, meanwhile the average equity fund investor -LSB-...]

Instead, they owned highly selective portfolios, mostly 34 stocks or less, vs. the 160 in the average equity fund.

# 1 Don't Worry About «Beating The Market» The research firm Dalbar shows that the average equity fund investor consistently underperforms the market.

In 2015, the average equity fund investor lost 2.3 %, lagging the S&P by 3.7 percentage points.

The average equity fund in the U.S. reported an annual rate of return of 10 % for the 25 years to 2005.

``... the average equity fund pays approximately 0.30 % of assets a year [in trading costs].

While the market surged 734 % over the entire period, and the average equity fund moved by 589 %, the asset allocators increased only 384 %, about half the gain of the averages (all figures are dividend adjusted).

The average equity fund has earned 7.3 percent.

To put that in even starker relief, each dollar invested in the index 20 years ago would now be worth $ 4.95; in the average equity fund, it would be worth $ 4.06; and the average equity fund investor's dollar would be worth $ 1.45, representing just 11 percent of the growth provided by the market index.

The average equity fund investor?

For the 20 years ending December 2010, the S&P 500 Index averaged 9.14 % a year, but the average equity fund investor earned only 3.83 % a year.

An excellent historical return, meanwhile the average equity fund investor -LSB-...]