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Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
Episode 237

Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

Also, two Vanguard ETF picks and the firms trying to knock off the cheapest fund provider.

Investing Insights

October 13, 202311m 12s

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Show Notes

Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.

Fund Fees History  

Fund Flow Trends

Falling Fund Fees  

What is Happening with Retirement Accounts?

Is There a Shift in the Financial Advice Industry?

Why Investors May Not See Savings  

What is a ‘Greenium’?

Vanguard Wins Cheapest Average Fund Fees

How Low Can Fund Fees Go?

Two Fund Picks

 

Read about topics from this episode.  

Morningstar's U.S. Fund Fee Study

Can Vanguard Still Compete on Fees?

The Link Between Flows and Fund Ratings

When Should You Own the Underlying Components Rather Than a Fund-of-Funds?

 

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3 of the Best Robo-Advisors, and One of the Worst

Stocks to Consider as the U.S. Pushes to Reclassify Cannabis

 

Read what our team is writing:

Ivanna Hampton

Bryan Armour

 

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Topics

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