The expense ratio of funds matters. Back in 2010, Morningstar found that the best predictor of future returns was a low expense ratio. This beat every other indicator, including Morningstar stars.
When it comes to investing in mutual funds or exchange-traded funds (ETFs), one of the most important factors to consider and understand is the expense ratio. An expense ratio measures how much you’ll ...
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Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...
An expense ratio is the relationship of a fund’s total assets to other administrative and operating expenses. The expense ratio is taken from the fund’s gross return, cutting into potential profit ...
Exchange traded funds, or ETFs, are one of the most important financial instruments in modern stock markets. First created in the 1990s as a way for individual investors to access widely diversified ...
Recent expense ratio cuts on dozens of Vanguard ETFs highlight our reputation as a provider of low-cost funds. They also represent an opportunity to remind advisors of a critical variable in measuring ...
WASHINGTON, July 17, 2025 /PRNewswire/ -- Investment Company Institute (ICI) research released today finds that retirement savers in 401(k) plans saw average mutual fund expense ratios at historic ...
Note: The following is part of Morningstar's 2018 Portfolio Tuneup week. A version of this article appeared on June 23, 2016. To demonstrate how little most investors think about their investment ...
During its Board Meeting on 17 December 2025, the Securities and Exchange Board of India (SEBI) revised the expense ratio framework of mutual funds. It will now only include expenses directly related ...
There are a handful of financial terms out there that every investor -- regardless of their level of involvement or portfolio size-- should know inside and out. The expense ratio is one of those ...
Understanding these fees is the key to mutual fund investing Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, taxes and mortgages.