指数基金低费率时代来临 易方达基金“工具箱”助力投资者把握机遇

Core Insights - Index funds have become a significant force in the investment field, surpassing actively managed funds in scale, with a trend towards lower fees being a key future direction [1][2] - E Fund has established itself as a leader in the low-fee sector, managing 157 passive stock index funds, which account for 7.62% of all such funds in the A-share market [2] Group 1: Industry Trends - Since the launch of the first index fund in 2002, the average management fee for passive stock funds has decreased from 0.59% in early 2010 to 0.44% by June 30, 2025, while the custody fee has dropped from 0.12% to 0.09% [1] - As of now, 493 out of over 2000 products have adopted the lowest management fee rate of 0.15% and custody fee rate of 0.05%, marking the industry’s entry into a low-fee era [1] Group 2: E Fund's Position - E Fund manages 98 products with the lowest management fee of 0.15%, totaling a scale of 564.3 billion yuan, representing 19.22% of the total number and 24.54% of the total scale of A-share corresponding category products [2] - Although E Fund's passive stock fund product count is less than 10%, its low-fee product count is nearly 20%, and its scale exceeds 24% [2] Group 3: Product Offerings - E Fund has developed a comprehensive product system that meets various investor needs, covering broad market indices, industry themes, and strategy indices, with fees set at 0.15% for growth and high-dividend strategies [3] - The firm has established an index solutions team and has been dedicated to index investment for 21 years, aiming to help investors share in economic growth through index-based investment [3]