6 Numbers Every Investor Should Follow

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Investor returns

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Morningstar calculates “investor returns,” which measure the average investor’s returns in a particular fund, versus its published returns. These returns reveal how much money investors actually make or lose in a fund based on when they buy and sell. “Generally, people tend not to time their decisions very well,” says Russel Kinnel, Morningstar’s director of mutual fund research.

Next: Fund flows


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