Predictive Power of Fees in Japan

Mutual fund fees generally correlate with higher success ratios and average total returns.

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 analyzes mutual fund fees in the Japanese market and their impact on mutual fund performance across share classes.

Get the report to discover how the power of fund fees can influence which mutual funds are best to invest in for your portfolio strategy.