The Year's Biggest Fee Cuts and Hikes
Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.
The article was published in the March 2014 issue of Morningstar FundInvestor. Download a complimentary copy of Morningstar FundInvestor here.
It's time to check your fees. Fund companies are updating expense ratios, and you'll want to take a close look at your fund fees to see how they've changed. At this writing many if not most funds have updated expense ratios through 2013. Because 2013 was a great year for stocks, quite a few equity funds are reporting lower fees. Many bond funds had small losses or small gains, and therefore we're seeing fewer changes.
Russel Kinnel has a position in the following securities mentioned above: ARTGX. Find out about Morningstar’s editorial policies.