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The Latest
Data & Research
Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13
The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5
The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20
The average fee was nearly 20 basis points higher than the top-performer.
February 13
Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6
Nearly all bested the broader market at roughly a third the price of the average fixed income product.
August 17
Although many underperformed the broader market, just over half posted double-digit gains.
August 7
Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.
July 31
Fixed-income products designed to minimize interest rate risk are among the leaders.
July 24
The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.
July 17