Expense ratios of equity mutual funds globally 2000-2023, by fund management type

Published by Statista Research Department, Jun 19, 2024

The expense ratios of both actively and passively managed equity mutual funds in the United States decreased significantly between 2000 and 2023. In 2023, the expense ratio of actively managed equity mutual funds amounted to 0.65 percent, while the cost ratio of passively managed funds was equal to 0.05 percent.

Expense ratios of equity mutual funds worldwide from 2000 to 2023, by fund management type

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Release date

June 2024

Region

United States

Survey time period

2000 to 2023

Supplementary notes

* Relates to index equity funds.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.
Values have been taken from multiple publications.

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