Financial Services » Banking » Mutual funds | Expense ratio of equity mutual funds by management type 2017

Expense ratios of equity mutual funds globally 2000-2017, by fund management type

Expense ratios of equity mutual funds worldwide from 2000 to 2017, by fund management type

The data describes the expense ratios of equity mutual funds in the U.S. from 2000 to 2017, by fund management type. In 2017, the expense ratio of actively managed equity mutual funds amounted to 0.78 percent, while the cost ratio of passively managed funds was equal to 0.09%.

2000 1.06 0.27
2001 1.08 0.25
2002 1.09 0.25
2003 1.1 0.25
2004 1.05 0.24
2005 1.01 0.21
2006 0.98 0.19
2007 0.95 0.17
2008 0.94 0.17
2009 0.99 0.17
2010 0.96 0.15
2011 0.92 0.14
2012 0.92 0.13
2013 0.89 0.12
2014 0.86 0.11
2015 0.84 0.11
2016 0.82 0.09
2017 0.78 0.09