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Retirement Plan Fiduciary Mistake: Focusing Solely on Past Investment Performance
Conrad Siegel Actuaries Link to more items from this source
Sept. 20, 2022

"In times of extreme market volatility such as we are experiencing currently, past performance could turn on a dime. It's not uncommon for non-index funds to perform several percent below their benchmark due to their security selection and sector weightings. We have seen category ranking moves from mid-30's to mid-70's within one quarter. Looking solely at past investment returns may lead to premature decisions which could negatively impact a plan's long-term investment strategy."

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