The expense ratios of both actively and passively managed equity mutual funds in the United States decreased significantly between 2000 and 2022. In 2022, the expense ratio of actively managed equity mutual funds amounted to 0.66 percent, while the cost ratio of passively managed funds was equal to 0.05 percent.
Expense ratios of equity mutual funds worldwide from 2000 to 2022, by fund management type
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$199 USD / Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you Mutual funds
Overview
6
- Premium Statistic Net assets of regulated open-end funds worldwide 2012-2022
- Premium Statistic Total net assets of mutual funds worldwide 2013-2022, by country
- Premium Statistic Largest asset managers worldwide 2024, by value of assets
- Premium Statistic Market size of worldwide regulated open-end funds in global capital markets 2011-2022
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2022
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2022
Regional distribution
6
- Premium Statistic Net assets of regulated open-end funds worldwide 2022, by region
- Basic Statistic Distribution of assets regulated open funds globally 2022, by region
- Premium Statistic Number of regulated open-end funds worldwide 2013-2022, by region
- Premium Statistic Mutual fund assets in selected countries worldwide 2022
- Basic Statistic Number of mutual funds in the U.S. 1997-2022
- Premium Statistic Breakdown of total net assets of UCITS funds in Europe Q1 2023, by asset type
Fund types
5
- Premium Statistic Number of regulated open-end funds worldwide 2020-2022, by product type
- Premium Statistic Net assets of regulated open-end funds worldwide 2010-2022, by asset type
- Premium Statistic Share of net assets of regulated open-end funds worldwide 2010-2022, by fund type
- Basic Statistic Share of market securities held by mutual funds in the U.S. in 2022, by security type
- Premium Statistic Net sales of regulated long-term funds worldwide 2019-2022, by country
Fund performance
6
- Premium Statistic Leading fund managers worldwide 2024, by AUM
- Premium Statistic Best performing global stock funds worldwide 2023
- Premium Statistic Best performing international diversified large-company funds worldwide 2023
- Premium Statistic Best performing regional and single-country mutual funds worldwide 2023
- Premium Statistic Best performing emerging markets diversified funds worldwide 2023, by one-year return
- Premium Statistic Best performing alternative mutual funds worldwide 2023
Fund expenses
4
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2022
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2022, by fund management type
- Premium Statistic Expense ratios of bond mutual funds in the U.S. 2000-2022, by fund management type
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2022, by fund type
Further related statistics
18
- Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Actual front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Total net assets of mutual funds worldwide 2007-2014, by region
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Net new cash flow to index mutual funds in the U.S. 2000-2022
- Number of mutual funds worldwide 2011-2014, by country
- Leading mutual funds companies Philippines 2024
- Number of mutual funds worldwide 2007-2014, by region
- Major UITF equity funds Philippines 2023-2024
- Leading UITF balanced funds Philippines 2022
- Foreign investments of Dutch institutional investors in equity fund shares units 2016
- Average return of funds in Sweden 2010-2019, by type of fund
- Share of U.S. households owning mutual funds 2019, by source of ownership
- Financial assets of equity funds in Luxembourg 2014-2016
- Distribution of fees of actively managed mutual funds globally 2012-2017
- Total equity inflows in Russia 2010-2021, by type
- Most well-funded China-based blockchain companies Q1 2019
- Public equity investments breakdown of China Investment Corporation 2020, by sector
Further Content: You might find this interesting as well
Statistics
- Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Actual front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Total net assets of mutual funds worldwide 2007-2014, by region
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Net new cash flow to index mutual funds in the U.S. 2000-2022
- Number of mutual funds worldwide 2011-2014, by country
- Leading mutual funds companies Philippines 2024
- Number of mutual funds worldwide 2007-2014, by region
- Major UITF equity funds Philippines 2023-2024
- Leading UITF balanced funds Philippines 2022
- Foreign investments of Dutch institutional investors in equity fund shares units 2016
- Average return of funds in Sweden 2010-2019, by type of fund
- Share of U.S. households owning mutual funds 2019, by source of ownership
- Financial assets of equity funds in Luxembourg 2014-2016
- Distribution of fees of actively managed mutual funds globally 2012-2017
- Total equity inflows in Russia 2010-2021, by type
- Most well-funded China-based blockchain companies Q1 2019
- Public equity investments breakdown of China Investment Corporation 2020, by sector
ICI. (May 22, 2023). Expense ratios of equity mutual funds worldwide from 2000 to 2022, by fund management type [Graph]. In Statista. Retrieved June 17, 2024, from https://www.statista.com/statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI. "Expense ratios of equity mutual funds worldwide from 2000 to 2022, by fund management type." Chart. May 22, 2023. Statista. Accessed June 17, 2024. https://www.statista.com/statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI. (2023). Expense ratios of equity mutual funds worldwide from 2000 to 2022, by fund management type. Statista. Statista Inc.. Accessed: June 17, 2024. https://www.statista.com/statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI. "Expense Ratios of Equity Mutual Funds Worldwide from 2000 to 2022, by Fund Management Type." Statista, Statista Inc., 22 May 2023, https://www.statista.com/statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI, Expense ratios of equity mutual funds worldwide from 2000 to 2022, by fund management type Statista, https://www.statista.com/statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/ (last visited June 17, 2024)
Expense ratios of equity mutual funds worldwide from 2000 to 2022, by fund management type [Graph], ICI, May 22, 2023. [Online]. Available: https://www.statista.com/statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/