Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’

Also, two Vanguard ETF picks and the firms trying to knock off the cheapest fund provider.

Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.

00:34 Fund Fees History

01:28 Fund Flow Trends

02:24 Falling Fund Fees

03:11 What is Happening with Retirement Accounts?

03:45 Is There a Shift in the Financial Advice Industry?

04:52 Why Investors May Not See Savings

05:19 What is a ‘Greenium’?

06:08 Vanguard Wins Cheapest Average Fund Fees

06:55 How Low Can Fund Fees Go?

08:45 Two Fund Picks



Read about topics from this episode.

Morningstar's U.S. Fund Fee Study https://www.morningstar.com/lp/annual...

Can Vanguard Still Compete on Fees? https://www.morningstar.com/articles/...

The Link Between Flows and Fund Ratings https://www.morningstar.com/funds/lin...

When Should You Own the Underlying Components Rather Than a Fund-of-Funds? https://www.morningstar.com/etfs/when...



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Ivanna Hampton https://www.morningstar.com/authors/2...

Bryan Armour https://www.morningstar.com/authors/2...



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