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Financial Fitness Forever by Richard Buck, Paul Merriman

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APPENDIX DThe Best Mutual Funds

I have been teaching investors how to use Vanguard and Dimensional Fund Advisors funds for more than a decade. Here I’ll show how they compare.

The most important favor that long-term investors can do for themselves is to invest in the right kinds of assets, or asset classes. Examples of asset classes are stocks and bonds. More specific examples are U.S. large-company value stocks, emerging markets stocks, high-yield bonds, and short-term corporate bonds.

Dimensional Fund Advisors, a mutual fund company in Santa Monica, California, studied the returns of 44 institutional pension funds with about $450 billion in assets over various time periods averaging nine years. The study concluded that more than 96 percent ...

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