Investors Going for a New Low…

October 2006
Journal of Financial Planning;Oct2006, Vol. 19 Issue 10, p16
Academic Journal
The article presents the findings of a study by mutual fund trade group Investment Company Institute about how investors are minimizing fees. At the end of 2005, 90 percent of stock fund assets were invested in funds with below-average expense ratios. The study found that the amount of money that investors paid in expenses, such as sales loads and 12b-1 fees, were down. 70 percent of all new money in 2004 and 2005 went into funds with less than 1 percent expense ratios. Half of the new money in lower-cost funds came from institutional investors.


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