Products and Services
Money Fund Expense Report™
This quarterly publication is essential in determining the latest trends in money-market fund expense ratios and what they mean to your fund's standing.
Features
- Monthly Charged and Incurred Expense Ratios - Review the amount charged to shareholders, and the cost incurred by fund management companies, for each month of the quarter. Track the funds that are waiving fees to increase yields and attract new assets.
- Quarterly Gross and Net Returns - Track a fund's true performance by looking at gross return versus net. A must for money fund portfolio managers.
- Money Fund Report Averages™ - Benchmark your fund's gross and net return performance against the Money Fund Report Averages, the most popular index used by the 'cash' investment industry.
- Top-Performing Money Funds - Quickly identify the top-performing money funds for the most recent quarter. Funds are ranked by both net and gross total return.
- Average Daily Net Assets - Identify major shifts in capital to and from other fund categories and other financial markets.
