Roll over each statement to discover what investors get right and wrong
Index funds give me returns comparable with the market
Index funds provide access to the best opportunities in
the market
Index funds are cheaper
Index funds will help me minimize losses
57% have this misconception.
False
True
False
Index funds provide access to every opportunity in the market. They follow their benchmark index no matter what the markets are doing.
64% of investors have this misconception.
Index funds provide broad market exposure and have no built-in risk management.
Index funds are simply
replicating the performance of
a benchmark index and therefore typically have a
lower expense ratio.
55% of investors understand this.
recognize that
36%
recognize
55%
68% of investors understand this.
True
An index fund is designed to match or track a financial market index.
Tap on each statement to discover
what investors get right and wrong
Index funds
provide access
to the best opportunities
in the market
Index funds
will help me minimize losses
recognize
55%
Index funds
are cheaper
recognize that
36%
Index funds
give me returns comparable with the market
68% of investors
understand this.
True
An index fund is
designed to match
or track a financial
market index.
55% of investors understand this.
True
Index funds are simply
replicating the performance
of a benchmark index and therefore typically have a
lower expense ratio.
False
64% of survey investors
have this misconception.
Index funds provide
broad market exposure
and have no built-in risk management.
False
57% have this misconception.
Index funds provide access
to every opportunity in
the market. They follow their benchmark index no matter what the markets are doing.