Know your investments

Generally, Value Research publication readers maintain a decent level of knowledge about their investment portfolios. Given the resources we offer, staying informed is almost a given. While they may lack detailed analytics, they possess a solid understanding of the essentials, such as the value of their investments and the performance of individual funds. However, this savviness among our readers is not typical and not reflective of the average mutual fund investor. The latter group tends to accumulate funds rather than invest with a strategy, often through no fault of their own.

This article was originally published on December 06, 2023.