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The Wealth

  Dimension

blog by

Stuart Pierson

  • Stuart Pierson

which funds outperform

The Mutual Fund Landscape (2019)


Dimensional Fund Advisors' 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs and expenses.


REPRINTED WITH PERMISSION - Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. There is no guarantee investment strategies will be successful. Investing involves risks, including possible loss of principal. Diversification does not eliminate the risk of market loss.


#MutualFund #Dimensional #PiedmontCapital

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Stuart Pierson | Fiduciary Financial Advisor | Masters in Taxation | Wealth Management | Retirement Planning | Investment Management | Piedmont Capital Asset Management LLC | Charlottesville|Middleburg|Warrenton|Washington,DC|Blog