An expense ratio is the relationship of a fund’s total assets to other administrative and operating expenses. The expense ratio is taken from the fund’s gross return, cutting into potential profit ...
When you invest in any fund, you’ll likely encounter an “expense ratio.” This is a fee taken annually by the fund provider for managing and operating the ETF. The expense ratio is expressed as a ...
The expense ratio of funds matters. Back in 2010, Morningstar found that the best predictor of future returns was a low expense ratio. This beat every other indicator, including Morningstar stars.
Exchange traded funds, or ETFs, are one of the most important financial instruments in modern stock markets. First created in the 1990s as a way for individual investors to access widely diversified ...
Exchange-traded funds (ETFs) and mutual funds both come with ongoing costs, but not all investors will understand exactly how these costs are calculated. A fund's expense ratio is simply the annual ...
Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...
Investors paid lower average expense ratios for equity mutual funds in 2013, says a report from the Investment Company Institute (ICI). “Trends in the Expenses and Fees of Mutual Funds, 2013” examines ...
State Street US Sector Rotation ETF (XLSR) review: active sector-rotation vs S&P 500 (IVV), mixed returns, 0.70% expense ...
Frank Sinatra sang that the best things in life are free, and the investment industry is slowly starting to come around to that wisdom. Most major brokers have eliminated commissions on basic ...
Check both net and gross expense ratios when choosing funds; discounts may be temporary. Aim for funds with low expense ratios to enhance investment returns over time. Passively managed index funds ...