Expense ratios of equity mutual funds globally 2000-2022

Expense ratios of equity mutual funds worldwide from 2000 to 2022

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Release date

May 2023

Region

Worldwide

Survey time period

2000 to 2022

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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