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2019 Mutual Fund Landscape Report

Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high fees and turnover on manager performance. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns after costs.


For more information, read 2019 Mutual Fund Landscape_ Report.pdf.