Mutual Fund Participant Performance Variance Factors

October 15th, 2015

This paper reviews the key reasons why the actual performance received by mutual fund shareholders can differ from the published fund performance.

In this white paper, you’ll find:

  • Mutual fund investor performance variance factors
  • Measuring investor performance with money weighted rates of return

http://firstrate.com/wp-content/uploads/2015/10/FirstRate-Mutual-Fund-Performance-WP.pdf