Predictive Power of Fees in Asia

Mutual fund fees are a reliable predictor of future success of a fund, though their power varies across categories.

When looking to invest in a mutual fund, it’s important to consider qualitative factors like the fund’s investment team, investment process, and parent organization. However, quantitative factors like fund fees shouldn’t be overlooked. In fact, our analysis shows that fees play a key role in predicting a fund’s success, with fees and success ratios generally having a negative correlation.

Our report takes a deep dive into examining mutual fund fees in Asian markets, specifically Hong Kong, Singapore, and Taiwan, and their impact on mutual fund performance across share classes.

Download the report to understand how the predictive power of fund fees can improve your investment strategy.