The Mu­tual Fund Uni­verse

Financial Planning - - Portfolio -

From 1998 to 2017, here’s how 2,482 funds per­formed in cal­en­dar years. Only the old­est share classes were in­cluded in this anal­y­sis.

Source: Steele Mu­tual Fund Ex­pert; cal­cu­la­tions by author

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