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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
Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.
September 25
At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.
September 18
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