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The Short Answer

How Can You Outperform Your Fund's Return?

Morningstar's Investor Return metric shows how well mutual fund investors have timed their purchases and sales.

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Q: How can a fund's investor return be higher than the fund's return? I understand why the return borne by investors over a certain holding period would be lower than the fund's published return, after accounting for fees, trading costs, etc.--but not higher.

Karen Wallace does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.