Low-Cost Equity Funds Outperform with Over 20% CAGR in Three Years
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Low-Cost Equity Funds Outperform with Over 20% CAGR in Three Years

Analysis of over 500 active equity mutual funds reveals that lower expense ratios can significantly boost investor gains. Ten low-cost funds with expense ratios in check delivered over 20% CAGR returns in the last three years. The expense ratio, an annual fee for fund management and administration, is deducted directly from investments, meaning lower costs lead to higher net earnings for investors over the long term.

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