The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

An institutional fund is a collective investment vehicle used by institutions like companies, offering tailored investment ...

The long-term trend of declining fund fees hit a plateau in 2024, with the asset-weighted average fund fee dropping just two basis points, according to Morningstar’s 2024 Fund Fee Study. Still, that ...

Declining fund fees continue to line investors’ pockets. We estimate that investors saved $5.9 billion in fund expenses last year compared with 2023. Heavy inflows into the cheapest funds nudged the ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

Fees on mutual funds and exchange-traded funds have continued their decades-long decline, fueled by investor demand for lower-cost products, the rise of index investing, and the ongoing shift away ...

The pressure on asset managers to cut fund fees further may be less acute than it once was. That is a conclusion from Morningstar’s latest study of fund expenses, which shows that the pace of fee cuts ...

Vanguard founder John Bogle repeatedly warned, “The miracle of compounding returns is overwhelmed by the tyranny of compounding costs.” He wasn’t talking about semiliquid funds, but he could have been ...

If you’re parking cash in a money market fund while waiting for recent market volatility to subside, you might be paying dearly for that safe spot. Many money market funds still carry high expense ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

You invest in a mutual fund expecting 8% annual returns but only see 7%. The culprit? A hidden cost called the expense ratio. Yes, it costs money to make money. Most mutual funds come with annual ...

Garfield Township, Michigan - January 06, 2026 - PRESSADVANTAGE - Stephen Twomey has released an educational resource ...