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Expense ratios of mutual fund investors in the U.S. 2000-2021, by fund type

Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type

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Release date

June 2022


United States

Survey time period

2000 to 2021

Supplementary notes

Expense ratios are measured as asset-weighted averages.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.

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Statistics on " Mutual funds "

Statistics on Mutual funds



Regional distribution


Fund types


Fund performance


Fund expenses


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