What Mutual Fund Fee Disparities Mean for Retirement Savings
Retail investors generally pay more fees in IRAs than in workplace plans, leading to higher costs and lower long-term savings.
Investment Product and Service Launches
Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.
Q&A With MetWest Attorneys After Successful District Court Defense
Attorneys for the defense in Kennis vs. Metropolitan West say their victory in district court could be a turning point in a trend of securities litigation that emerged after a Supreme Court decision known as Jones vs. Harris.
Fee Considerations Drive Mutual Fund Purchases
Investors also look at historical performance and performance compared to an index, ICI found.
Investors Are Paying Less for Fund Fees
A report by Morningstar credits this decline to the migration towards lower-cost funds and an influx of strategic-beta funds.
Investors Consider Fund Fees When Making Purchases
Forty percent say this information is “very important” when selecting a mutual fund, ICI found in a survey.