US fund fees declined at a slower pace in 2023. Mutual fund investors have been saving billions of dollars in fund expenses thanks to the continued decrease in fund fees. Between 2004 and 2023 ...
Morningstar and Lipper are two of the most prominent names in the mutual fund world. These companies evaluate funds, highlight critical data, and award a simple, easy-to-compare rating to each of ...
Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat ...