How Clean Is Your Fund?

“Clean” mutual fund shares have the potential to create better outcomes for all investors by protecting their hard-earned savings from obscured, conflicted, and bloated fees. But there are competing definitions of what “clean” really means, so Morningstar has developed simple guidelines for the cleanest share classes.

Our guidelines are meant to help investors truly know what they’re paying for. Download our infographic to learn:
  • The kinds of payments that create conflicts
  • Where, and to whom, money should flow in truly clean share classes
  • What payments and fees pass our clean-share standards