4. Identify Goals

Investors Good At Hurting Themselves: Investor Returns vs Investment Returns

In 2009, Morningstar did a study comparing mutual fund returns vs investor returns. Here is what they got: Fund Category Fund Return Investor Return Investor Lag Large-Cap Blend -1.4% -5.7% -4.3% Large-Cap Growth -1.7% -7.7% -6.0% Large-Cap Value -1.8% -2.2% -0.4% Mid-Cap Blend 0.4% -3.0% -3.4% Small-Cap Blend -0.5% -6.9% -6.4% Europe/Pacific 3.1% 0.5% -2.6%…

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