The expense ratio of passive mutual funds is expected to fall more quickly than for active funds between 2010 and 2015. While the former is predicted to fall by around two thirds between 2010 and 2025, the latter is only expected to fall by one third. Active mutual funds are funds of pooled money that is invested by a fund manager, who actively researches new investment opportunities and amends the fund's portfolio accordingly. This contrasts to passive funds, where the fund's portfolio is (usually) determined by an external stock market index such as the Dow Jones Industrial Average or the FTSE 100. The less hand-on nature of passive funds means they are cheaper to operate, hence the consistently lower expense ratio.
Total expense ratio of mutual funds in the United States in 2010, 2015, and 2019, with a 2025 forecast
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PwC. (December 15, 2020). Total expense ratio of mutual funds in the United States in 2010, 2015, and 2019, with a 2025 forecast [Graph]. In Statista. Retrieved September 01, 2024, from https://www.statista.com/statistics/1194556/mutual-funds-expense-ratio-fund-type-usa/
PwC. "Total expense ratio of mutual funds in the United States in 2010, 2015, and 2019, with a 2025 forecast." Chart. December 15, 2020. Statista. Accessed September 01, 2024. https://www.statista.com/statistics/1194556/mutual-funds-expense-ratio-fund-type-usa/
PwC. (2020). Total expense ratio of mutual funds in the United States in 2010, 2015, and 2019, with a 2025 forecast. Statista. Statista Inc.. Accessed: September 01, 2024. https://www.statista.com/statistics/1194556/mutual-funds-expense-ratio-fund-type-usa/
PwC. "Total Expense Ratio of Mutual Funds in The United States in 2010, 2015, and 2019, with a 2025 Forecast." Statista, Statista Inc., 15 Dec 2020, https://www.statista.com/statistics/1194556/mutual-funds-expense-ratio-fund-type-usa/
PwC, Total expense ratio of mutual funds in the United States in 2010, 2015, and 2019, with a 2025 forecast Statista, https://www.statista.com/statistics/1194556/mutual-funds-expense-ratio-fund-type-usa/ (last visited September 01, 2024)
Total expense ratio of mutual funds in the United States in 2010, 2015, and 2019, with a 2025 forecast [Graph], PwC, December 15, 2020. [Online]. Available: https://www.statista.com/statistics/1194556/mutual-funds-expense-ratio-fund-type-usa/