Search
 

Investment fees and expenses declined in 2011

A new report by ICI Research shows that, on average, expense ratios incurred by investors in long-term mutual funds declined in 2011.

By Paula Aven Gladych | Updated on April 23, 2012

A new report by ICI Research shows that, on average, expense ratios incurred by investors in long-term mutual funds declined in 2011. It also found that expense ratios of money market funds fell 3 basis points from 2010 to 2011 as the great majority of funds waived expenses to ensure that net returns to investors remained positive in the current low interest rate environment.

In 2011, the average expense ratio paid by investors in funds of funds—mutual funds that invest in other mutual funds—declined 4 basis points to 83 basis points. The report found that since 2005, the average expense ratio for investing in funds of funds has fallen 18 basis points.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Recommended Stories

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2024 ALM Global, LLC. All Rights Reserved.