The Investment Scientist

67% of Mutual Fund Winners Become … Losers!

Posted on: June 24, 2016

According to research by Dimensional Fund Advisors, Inc, only 33% of mutual funds that outperformed the market in the last five years continue to do so in the next five years.

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Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

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