Exploring the Relationship Between Fund Expenses and Fund Characteristics

Are higher fees for active mutual funds justified by higher returns? Our research dug into this question and revealed that they don’t necessarily lead to higher category-relative outperformance. In this report, our analysts provide insights on how fees relate to fund performance across asset classes, categories, and fee characteristics.

Our analysis found that:
  • A look at the relationship between fees and various fund characteristics
  • An analysis of specific funds' performance by fee quintile
  • A summary of what these findings mean for active mutual fund managers going forward

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