About this episode

This episode explores the findings of Morningstar's Mind the Gap study regarding investor returns and the factors that affect them.

If you bought and held a mutual fund or ETF, what return should you earn—and why do some investors earn less? In this episode, we unpack the fascinating findings from Morningstar's Mind the Gap study and explore the difference between total returns and actual investor returns. You'll learn what the "investor return gap" is, why it exists, and how timing decisions, emotional reactions, and behavioral biases quietly erode performance over time. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/bdd2tz84

Topics covered

• investor returns
• behavioral finance
• performance erosion
• mutual funds
• ETFs
• retirement planning

Keywords

• investor return gap
• total returns
• behavioral biases
• emotional reactions
• timing decisions

Mentioned in this episode

Organizations: Morningstar

Products: mutual fund, ETF

Books & works: Mind the Gap study

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