April 2018
Mutual Fund Landscape Report
Jeff Troutner
Equius Partners

Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Their objective is to document the power of market prices by assessing fund manager performance relative to index benchmarks. 

This year’s study updates results through 2016. The evidence shows that a majority of fund managers in the sample failed to deliver benchmark-beating returns after costs.

We believe that the results of this research provide a strong case for relying on market prices.

Please click on the booklet below to download the PDF.

Created with Sketch. David Booth Chairman and Co-CEO, Dimensional Fund Advisors “This investment philosophy is about more than returns—it’s about a great client experience that can really help people relax.”