Expense ratios continue to fall

Article Abstract:

An analysis was conducted to find the reason behind the fall in expense ratio, which leads to investors having to pay fewer fees to the fund-management companies. It was found that the expense ratio cuts were due to reduction in fees in some cases, while due to increase in asset base or performance-fee penalties in most cases and that there exist a competition between the fund management companies regarding the fees and also there were plenty of good actively managed funds with low costs.

Management dynamics, Management investment, open-end, Management, Mutual fund industry, Company business management, Fees, Expense accounting

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A surprising look at indexing and the average investor

Article Abstract:

Lesser than 25% of small-cap US stock funds beat their respective Morningstar Index in 2005, while more than 75% of large-cap stock funds beat their respective index. This indicates that small-cap market is much more efficient than large caps, so investors should index small caps and choose an active manager for large caps.

Stock price indexes, Small capitalization stocks

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