The WSJ Ponders Mutual Fund Fees
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Tuesday, November 01, 2011

The WSJ Ponders Mutual Fund Fees

Fundsters may want to brace themselves for more mutual fund shareholder questions on fees. Over the weekend the Wall Street Journal's Joe Light and Mary Pilon penned an article called "Why Fund Fees Barely Budge," highlighting the importance of fund fees in predicting returns.

The WSJ also wonders why stock fund expense ratios only dipped an average of three basis points from 1997 to 2010. The paper cites data from Morningstar and the Bogle Financial Markets Research Center. S&P Capital IQ analyst Todd Rosenbluth, Morningstar fund research director Russel Kinnel, and UVA Darden School of Business assistant professor Richard Evans all weighed in for the article.

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