## Figure 2.9. U.S. Mutual Funds Expense Ratios and Growth of U.S. Index Funds

## Source details

**Canonical URL:** [Figure 2.9. U.S. Mutual Funds Expense Ratios and Growth of U.S. Index Funds](https://www.imf.org/-/media/files/publications/gfsr/2017/april/figure2-9d.csv)

## Other formats

- [Markdown version](/-/media/files/publications/gfsr/2017/april/figure2-9d.csv.md)
- [Structured JSON version](/-/media/files/publications/gfsr/2017/april/figure2-9d.csv.json)

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### Expense Ratios of Actively Managed Funds and Index Funds (Basis points)
- Column headings: Actively managed bond funds; Index bond funds; Actively managed equity funds; Index equity funds.
- Sample rows available (year and expense ratios in basis points):
  - 2000: Actively managed bond funds = 78; Index bond funds = 21; Actively managed equity funds = 106; Index equity funds = 27
  - 2001: Actively managed bond funds = 77; Index bond funds = 21; Actively managed equity funds = 108; Index equity funds = 25
  - 2002: Actively managed bond funds = 76; Index bond funds = 21; Actively managed equity funds = 109; Index equity funds = 25
  - 2003: Actively managed bond funds = 77; Index bond funds = 21; Actively managed equity funds = 110; Index equity funds = 25
  - 2004: Actively managed bond funds = 75; Index bond funds = 19; Actively managed equity funds = 105; Index equity funds = 24

### Growth in Total Net Assets of Index Mutual Funds (Percent of total net assets of mutual funds)
- Column headings: Equity funds; Hybrid and bond funds.
- Sample rows available (year and percent of total net assets of mutual funds):
  - 1995: Equity funds = 1.815252073; Hybrid and bond funds = 0.213745291
  - 2000: Equity funds = 5.127566001; Hybrid and bond funds = 0.386567556
  - 2005: Equity funds = 6.165308422; Hybrid and bond funds = 0.793105232
  - 2010: Equity funds = 6.963161773; Hybrid and bond funds = 1.628751259
  - 2015: Equity funds = 11.43315598; Hybrid and bond funds = 2.669212035

### Dataset details (from supplied sample)
- Worksheet name: csv
- Row count: 22
- Column count: 12
- Units preserved exactly as in the source: "Basis points" for expense ratios; "Percent of total net assets of mutual funds" for growth series.

*Source: figure2-9d (dataset overview) — CSV worksheet sample rows as provided.*

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_Source: https://www.imf.org/-/media/files/publications/gfsr/2017/april/figure2-9d.csv_