Investors Capture Less Than Half of Returns

Posted on July 8th, 2015 at 4:28 PM
Investors Capture Less Than Half of Returns

From the Desk of Jim Eccleston at Eccleston Law LLC:

In an analysis, Morningstar data showed investors in bond funds underperformed the “unconstrained” managers of investments and traditional fixed-income funds within the last decade. This largely is due to investors, going in and out of investments at the wrong time.

In the last decade, investors captured only 44% of the 4% return generated by managers in nontraditional bond funds. The average investor captured a gain of just 1.75%.

While some are concerned by the analysis, others are skeptical. Critics deem the analysis useless due to changing factors. Some funds simply did not exist ten years ago and the strategy of others might have been adjusted throughout the past decade.

The attorneys of Eccleston Law LLC represent investors and advisers nationwide in securities and employment matters. Our attorneys draw on a combined experience of nearly 65 years in delivering the highest quality legal services.

Related Attorneys: James J. Eccleston

Tags: Eccleston Law LLC, James Eccleston, eccleston, Eccleston Law, Morningstar

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Thank you for your professional assistance with this matter. You are very good at what you do.

John T.


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