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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.
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