Mark and Tom delve further into the new Dalbar study and show the returns of an average asset allocation fund compared to various benchmarks and IFA Index Portfolios. Proper asset allocation can be key to investor success, so knowing how to structure a portfolio (what to include in what amounts based on an investor’s risk capacity) can make a big difference in returns.

Asset Allocation Fund vs. Comparative Indices

Average Asset Allocation Investor vs. IFA Index Portfolios

IFA Index Portfolio 50

PDF of Slides in this segment