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Fund Spy

The Year's Biggest Fee Cuts and Hikes

Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.

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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.

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Russel Kinnel has a position in the following securities mentioned above: ARTGX. Find out about Morningstar’s editorial policies.