Investors are doing well for themselves when it comes to fees. Over the last 20 years, the average fee paid by fund investors has more than halved—from 0.87% in 2004 to 0.36% in 2023. Because fees ...
The long-term trend of declining fund fees hit a plateau in 2024, with the asset-weighted average fund fee dropping just two basis points, according to Morningstar’s 2024 Fund Fee Study. Still, that ...
Even while fund managers increase their fees, investors building portfolios are overwhelmingly choosing the cheapest options and paying, on average, less than ever before. Funds fees have been ...
After years of steady decline, the average fee investors paid for ETFs settled at 0.16% in both 2023 and 2024, according to Morningstar’s new 2024 Annual U.S. Fund Fee Study. Conversely, fees for ...
Investors paid almost $3.4 billion less in fund fees in 2023, as the asset-weighted expense ratio of U.S. mutual funds and exchange-traded funds declined to 0.36%, down 3.4% year-over-year, according ...
Over the past 10 years, fund fees across the UK and mainland Europe have steadily decreased. This shift is largely driven by the introduction of lower-cost funds and the closure of pricier options.