Tag: mutual fund

Fund Fees are Decreasing – How are You Keeping Track?

On March 26, 2020, the Investment Company Institute (ICI) announced that the average expense ratios of US domiciled equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds have declined substantially over a period of more than 20 years. The report titled, “Trends in the Expenses and Fees of […]

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Survey Results: Investment Dealer Challenges

Did you know that during a survey of mutual funds done in 2019, it was discovered that over a five-week period, there was an average of 2,000 changes a week to the attribute data of mutual funds? And a recent review of Canadian investment dealers revealed that as a result, dealers have a challenge in […]

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