Browsing Tag
expense ratios
15 posts
Key Role of 401(k) Auto-Enrollment, Employer Matching Highlighted in Study
New research from ICI and BrightScope says these mechanisms are critical to encouraging workers to save for retirement
‘Historic’ Expense Ratio Reduction at Vanguard as of Feb. 1
Largest manager of bond mutual funds and ETFs says move will save investors more than $350 million in 2025
401(k) Mutual Fund Fees Have Fallen Dramatically Since 2000
New ICI research shows lower fees have helped savers earn higher returns, balances in retirement
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
Mutual Fund Expense Ratios Fell, But How Far?
In 2021, average index equity mutual fund expense ratios were 0.06%, compared with 0.27% in 1996.
Vanguard Enhances its Target Retirement Series
Moves announced today to merge funds and launch new trust with higher equity allocation for retirees expected to lower investor costs by $190 million
Mutual Fund Expense Ratios Continue Decades-Long Decline
What’s a fee; what’s an expense? Does a difference really matter? Thankfully, both are in decline, at least…
Investors Saved Nearly $6 Billion in Mutual Fund Fees in 2019
Research behemoth Morningstar found the average mutual fund expense ratio dropped from 0.48% to 0.45% in 2019. This…
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter…
5 Important Points About 401k Plan Fees
The Investment Company Institute is out with a roundup of its 401k research, which highlights five points—we’ll call…