Expense ratios of equity mutual funds globally 2000-2021

Published by Statista Research Department, Jun 29, 2022
The expense ratios of equity mutual funds worldwide decreased substantially from 2000 to 2021. The expense ratio of global equity funds amounted to 0.47 percent in 2021.

Expense ratios of equity mutual funds worldwide from 2000 to 2021

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Release date

June 2022

Region

Worldwide

Survey time period

2000 to 2021

Supplementary notes

Expense ratios are measured as asset-weighted averages.
Calculations are based on a fixed sample of share classes of domestic equity mutual funds continuously in existence since 2000.
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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Mutual fundsInvestment fundsMutual fund and ETF providers in the U.S.Personal savings in the United StatesFinancial markets
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