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U.S. Equity Fund Family Fees Continue to Fall

Investors who stood firm were rewarded as the markets recovered, and then some.

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One of the most positive developments for investors in recent years has been the continued decline in the fees charged by mutual fund companies; in 2020, investors in the U.S. stock funds run by largest mutual fund companies by and large benefited from that trend.

Each quarter we measure the levels and changes for the median net expense ratios investors paid to own funds across the range of investment classes. (The full report is available for Morningstar Direct clients here.)

Katherine Lynch does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.