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Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

Author
Morningstar
Published
Fri 13 Oct 2023
Episode Link
http://www.morningstar.com

Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.

Fund Fees History  

Fund Flow Trends

Falling Fund Fees  

What is Happening with Retirement Accounts?

Is There a Shift in the Financial Advice Industry?

Why Investors May Not See Savings  

What is a ‘Greenium’?

Vanguard Wins Cheapest Average Fund Fees

How Low Can Fund Fees Go?

Two Fund Picks

 

Read about topics from this episode.  

Morningstar's U.S. Fund Fee Study

Can Vanguard Still Compete on Fees?

The Link Between Flows and Fund Ratings

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?

 

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Read what our team is writing:

Ivanna Hampton

Bryan Armour

 

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