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