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Trending: Top Three Emerging Markets Equity Funds
Daniel Cross
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These funds specifically invest in emerging market economies with the largest being China...
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The average equity mutual fund expense ratio has dropped from 1.04% in 1996 to 0.63% in 2016, while bond fund expense ratios have dropped from 0.84% to 0.51% over the same time frame. That’s great news for investors because lower expenses means more money stays in your pockets. Given the proliferation of target-date funds using these products, investors want to understand the cheapest options available to them since they often translate into greater risk-adjusted returns.
In case you are wondering whether mutual funds are right for you, read why mutual funds, in general, should be a part of your portfolio.
What type of returns an investor sees on their investment will always be a guessing game. Choosing low-fee funds is the easiest way to control costs and improve your chances at greater risk-adjusted returns.
To gain a better understanding of how mutual fund expenses are trending, click here.
For more information on TDFs, check out our Target-Date Funds section.
Ticker | Name | Expense Ratio | AUM | YTD Return | Since Inception Avg. Ann. Return | Manager Tenure |
---|---|---|---|---|---|---|
VTIVX | Vanguard Target Retirement 2045 Fund | 0.16% | $21.6 billion | 15.40% | 7.97% | 4 |
SWYHX | Schwab Target 2045 Index Fund | 0.08% | $28.2 million | 18.69% | 15.92% | 1 |
FIOFX | Fidelity Freedom Index 2045 Fund | 0.15% | $1.7 billion | 19.09% | 10.25% | 8 |
TLMRX | TIAA-CREF Lifecycle Index 2045 Fund | 0.35% | $984 million | 14.98% | 10.47% | 8 |
To understand what to consider when choosing a TDF, click here.
Be sure check out our News section to keep track of the recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Daniel Cross
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These funds specifically invest in emerging market economies with the largest being China...
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In this article, we will take a closer look at the upcoming initiatives...
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Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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The average equity mutual fund expense ratio has dropped from 1.04% in 1996 to 0.63% in 2016, while bond fund expense ratios have dropped from 0.84% to 0.51% over the same time frame. That’s great news for investors because lower expenses means more money stays in your pockets. Given the proliferation of target-date funds using these products, investors want to understand the cheapest options available to them since they often translate into greater risk-adjusted returns.
In case you are wondering whether mutual funds are right for you, read why mutual funds, in general, should be a part of your portfolio.
What type of returns an investor sees on their investment will always be a guessing game. Choosing low-fee funds is the easiest way to control costs and improve your chances at greater risk-adjusted returns.
To gain a better understanding of how mutual fund expenses are trending, click here.
For more information on TDFs, check out our Target-Date Funds section.
Ticker | Name | Expense Ratio | AUM | YTD Return | Since Inception Avg. Ann. Return | Manager Tenure |
---|---|---|---|---|---|---|
VTIVX | Vanguard Target Retirement 2045 Fund | 0.16% | $21.6 billion | 15.40% | 7.97% | 4 |
SWYHX | Schwab Target 2045 Index Fund | 0.08% | $28.2 million | 18.69% | 15.92% | 1 |
FIOFX | Fidelity Freedom Index 2045 Fund | 0.15% | $1.7 billion | 19.09% | 10.25% | 8 |
TLMRX | TIAA-CREF Lifecycle Index 2045 Fund | 0.35% | $984 million | 14.98% | 10.47% | 8 |
To understand what to consider when choosing a TDF, click here.
Be sure check out our News section to keep track of the recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Daniel Cross
|
These funds specifically invest in emerging market economies with the largest being China...
Jayden Sangha
|
In this article, we will take a closer look at the upcoming initiatives...
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...