How well is my securities portfolio performing compared to others?
Securities portfolios frequently contain a large amount of proprietary products. The more they contain, the lower the returns compared to the return generated by the index. The reason for this is that proprietary products are usually actively managed funds, which charge far higher fees than index funds or ETFs, yet frequently perform worse. How well is your securities portfolio performing compared to the index and other investors? Get a free-of-charge securities portfolio check now.