The Fund Landscape

This annual report documents the power of market prices by assessing the performance of US-domiciled mutual funds and exchange-traded funds (ETFs) relative to benchmarks over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high fees and turnover on manager performance. Returns data updated through 2023.

To request a copy of this report, please reach out to us at info@beaconhillprivatewealth.com.

Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives.  We serve clients in the state of New Jersey and across the country.

Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and featured on the Fee-Only Network. 

We welcome the opportunity to learn more about your unique circumstances and share how Beacon Hill adds value to our clients' lives.  Ready to talk?  Simply schedule a phone call or virtual meeting using our Calendly booking tool.

RISKS 

Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Diversification neither assures a profit nor guarantees against a loss in a declining market. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value