Research Library
U.S. Fund Fee Study--Average Fund Fees Paid by Investors Continued to Decline in 2016
By Patricia Oey | 23 May 2017
Morningstar's study of U.S. funds finds that investors paid lower fund expenses in 2016 than ever before. The asset-weighted average expense ratio across funds was 0.57% in 2016, down from 0.61% in 2015 and 0.65% three years ago. This decline stems from strong investor demand for lower-cost funds, principally passive funds and institutional share classes that carry lower fees. This is a positive trend, as mutual fund costs have a dollar-for-dollar impact on the returns investors ultimately realize.
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