asset-weighted

The ICI study shows that a measure of stock fund fees, known as the asset-weighted average expense ratio,'' declined by 0.02 point to 0.84% in 2010.

Fund Fees Are Falling, Trade Group Says Maya Jackson Randall 2011

The average asset-weighted expense ratio for U.S. stock index funds and ETFs is 0.19%, versus 0.92% for actively managed funds, according to investment researcher Morningstar Inc.

Are Index Investors Getting Shortchanged? Ian Salisbury 2011

His preliminary calculations suggest the average asset-weighted cost reduction in the first year following the mergers to be about 0.1% of fees.

American Funds Sam Mamudi 2010

The overall Credit Suisse index, an asset-weighted benchmark that measures hedge-fund performance, comprised 490 funds as of Sept. 30 and includes both open and closed funds in the U.S. and offshore with at least $50 million under management, a 12-month track record and audited financial statements.

Hedge Funds Gained in March, but Lagged Stocks 2009

A study by Standard & Poor's found that on an asset-weighted basis -- measuring returns by the invested dollar rather than percentage of funds -- index returns beat actively managed fund returns in all 13 fixed-income categories over one and three years, and in 11 of 13 categories over five years.

Index Funds Top Active in Bonds 2009

Management fees for actively managed equity mutual funds run around 1.5% on average--on a straight-line basis, not the lower asset-weighted one the industry likes to tout.

Intro To Index Funds 2009

The overall Credit Suisse index, an asset-weighted benchmark that measures hedge-fund performance, comprised 490 funds as of Sept. 30 and includes both open and closed funds in the U.S. and offshore with at least $50 million under management, a 12-month track record and audited financial statements.

Hedge Funds Slipped in February 2009

The ICI says the asset-weighted average expense ratio of stock funds was 0.94% of assets in 1999.

How Well Do You Know... Fund Expenses? 2009

The margins between indexes and actively managed funds are "higher than we expected, especially the difference in asset-weighted returns," said Srikant Dash, global head of research and design at S&P.

Index Funds Top Active in Bonds 2009

Over five years, average annualized asset-weighted returns for investment-grade long-term bond funds were 3%, compared with 5.7% for the Barclays Capital U.S. Long Government/Credit Index.

Index Funds Top Active in Bonds 2009