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Rating:Analysts Sees Expense Ratios Moving North Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 24, 2008

Analysts Sees Expense Ratios Moving North

by: Armie Margaret Lee

Lipper senior research analyst Jeff Tjornehoj predicts that stock fund expense ratios could rise by 5 to 10 basis points next year, while bond fund expense ratios could inch up 1 to 2 bps, InvestmentNews reports. With AUM falling, costs rise for funds when assets move back below break points.

For his part, Morningstar senior analyst Andrew Gogerty said it is "more than likely" that fees would move up next year.  

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