Discover why most mutual fund portfolios lag behind market benchmarks according to Dezerv’s latest insights.
Why 65% of Mutual Fund Portfolios Struggle
Why 65% of Mutual Fund Portfolios Struggle According to findings from Dezerv’s Wealth Monitor app, approximately 65% of mutual fund portfolios fall short of outperforming market benchmarks. Sandeep Jethwani, Co-founder of Dezerv, remarked, “Following an examination of 200,000 portfolios, we were astounded to discover that investors lacked awareness regarding their portfolio’s failure to surpass benchmarks. Through our innovative XIRR tracking feature, investors can now monitor the actual performance of their portfolios.
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