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Expense ratios of mutual fund investors in the U.S. 2000-2018, by fund type
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Expense ratios of mutual fund investors in the U.S. 2000-2018, by fund type
Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type
by M. Szmigiera,
last edited
May 10, 2019
The statistic presents the expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type. The cost of investment in mutual hybrid funds amounted to on average 0.66 percent of the invested capital in the United States in 2018.
Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type
| Equity funds | Hybrid funds | Bond funds | |
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| Equity funds | Hybrid funds | Bond funds | |
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Description
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by M. Szmigiera,
last edited
May 10, 2019
The statistic presents the expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type. The cost of investment in mutual hybrid funds amounted to on average 0.66 percent of the invested capital in the United States in 2018.
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- As a Premium user you get access to the detailed source references and background information about this statistic.
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- Release date
- April 2019
- Region
- United States
- Survey time period
- 2000 to 2018
- 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.
Source
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- April 2019
More information
- Region
- United States
- Survey time period
- 2000 to 2018
- 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"
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- Share of households owning mutual funds in the United States in the first half of 2017, by household incomeShare of households owning mutual funds in the U.S. 2017, by household income
- Share of household financial assets held in investment funds in the United States from 1995 to 2018Share of household financial assets held in investment funds in U.S. 1995-2018
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- Share of households owning mutual funds in the United States in the first half of 2017, by household income
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- Number of investment fund industry employees in the United States from 1997 to 2017 (in 1,000s)
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