Mind the Gap 2024: An Analysis of Investor Returns with Morningstar Analysts

There’s a persistent gap between reported total returns and the actual returns investors experience. In fact, we estimate that the average dollar invested in the US market earned 6.3% per year over the last 10 years, which is nearly 1.1% per year less than the average fund’s total return. Join Morningstar analysts Jeff Ptak and Christine Benz as they walk through our latest Mind the Gap report. In this webinar, we’ll share key factors that can impact the gap and practical approaches to help optimize your clients’ investment returns. Our analysts will discuss: - How returns break down across asset classes  - How return gaps trend over time across categories  - The impact of dollar-cost averaging —or investing a set dollar amount—on a regular schedule