The expense ratio reflects the percentage of the fund's assets that are used to cover management costs and other administrative fees. Investors should make note of the expense ratio before purchasing ...

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.

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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 ...

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 ...

Investment word of the day: If you plan to invest in mutual funds, it becomes important to understand that there are certain costs associated with them. Mutual funds levy certain operating expenses to ...

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 ...

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 ...

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 ...

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 ...

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 ...