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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
“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.
January 22
Nearly all of the fixed-income funds held short term debt.
January 15
More than half of them track the industry’s top-performing category.
December 18
Despite the exodus, all of the mutual funds and ETFs on the list posted net gains for the year.
December 11
“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.
December 4