Mutual Fund Participant Performance Variance Factors

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

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

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