* 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.
Citation formats
Expense ratios of equity mutual funds globally 2000-2025, by fund management type
The expense ratios of both actively and passively managed equity mutual funds in the United States decreased significantly between 2000 and 2025. In 2025, the expense ratio of actively managed equity mutual funds amounted to **** percent, while the cost ratio of passively managed funds was equal to **** percent.
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ICI. (April 27, 2026). Expense ratios of equity mutual funds worldwide from 2000 to 2025, by fund management type [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 26, 2026, from /statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI. "Expense ratios of equity mutual funds worldwide from 2000 to 2025, by fund management type." Chart. April 27, 2026. ÌÇÐÄÆƽâ°æ. Accessed July 26, 2026. /statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI. (2026). Expense ratios of equity mutual funds worldwide from 2000 to 2025, by fund management type. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 26, 2026. /statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI. "Expense Ratios of Equity Mutual Funds Worldwide from 2000 to 2025, by Fund Management Type." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 27 Apr 2026, /statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
ICI, Expense ratios of equity mutual funds worldwide from 2000 to 2025, by fund management type ÌÇÐÄÆƽâ°æ, /statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/ (last visited July 26, 2026)
Expense ratios of equity mutual funds worldwide from 2000 to 2025, by fund management type [Graph], ICI, April 27, 2026. [Online]. Available: /statistics/331775/expense-ratios-equity-mutual-funds-usa-by-fund-management-type/
