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9 Funds Whose Expense Ratios Have Risen in Recent Years

Cash outflows and performance adjustments have pushed these funds' expense ratios up.

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A version of this article was published in the June 2021 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.

A rising stock market tends to boost fund assets and cause fees to drift lower, but for various reasons certain funds unfortunately buck that trend. Let’s take a closer look at some funds that have boosted their expense ratios in the past couple of years.

Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.