A number of factors determine whether an expense ratio is considered high or low. A good expense ratio, from the investor's viewpoint, is around 0.5% to 0.75% for an actively managed portfolio. An expense ratio greater than 1.5% is considered high. The expense ratio for mutual funds is t...
费用比率(Expense Ratio)是基金一年的营运费用占其管理资产总值的百分比。这是衡量基金营运成本的重要指标。 doc.mbalib.com|基于85个网页 2. 操作费用比率 操作费用比率(Expense ratio) 操作费用比率概述 操作费用比率是用来衡量投资人在每一年度所支付之基金操作与管理费用。 … ...
Expense ratio is also called mutual fund expense ratio.Since operating expenses eat away at a fund’s return, expense ratio is an important parameter in selecting an investment fund. It is typically very high for actively-managed funds and low for passively managed index-tracking funds....
How Often Is an Expense Ratio Charged? Mutual fund and ETF expense ratios are calculated and charged annually. As a result of this, a high expense ratio can have a big impact on returns over the long run. The Bottom Line While it's important, a fund’s expense ratio is not the only...
Understanding Expense Ratio: Definition, Formula, Components, Example When it comes to investing, understanding the concept of expense ratio is essential. Whether you are a seasoned investor or just starting, expense ratio plays a crucial role in evaluating the cost associated with a particular invest...
expense，英文单词，名词、及物动词、不及物动词，作名词时意为“损失，代价；消费；开支”，作及物动词时意为“向…收取费用”，作不及物动词时意为“被花掉”。1、短语搭配 removal expense 拆迁费用 ; 拆迁用度 ; 翻译 delivery expense 送货费 ; 送货费用 ; 运输费用 ; 送货单 payroll expense ...
the actualreturnon a fund. For example, amutual fundmay have a 10% return per year, which is quite high; however, if the total expense ratio is 8%, this means thatshareholdersonly receive 2% of the return. It is also called the management expense ratio or simply the expense ratio. ...
Generally, low-cost equity ETFs will have a net expense ratio of no more than 0.25%. Low-cost equity mutual funds will have expense ratios of 0.5% or lower. Low-cost bond ETFs often have expense ratios under 0.2%, while low-cost bond mutual funds typically have an expense ratio of 0.4...
Considering the ratio compares expenses to assets managed, a higher ratio suggests that expenses are incurred for each asset managed by the fund. High Expense Ratio→ A higher ratio reduces a fund’s adjusted returns, all else being equal. Low Expense Ratio → On the other hand, a lower rat...
A mutual fund expense ratio is the sum total of management fees, administrative costs, and other annual fees, such as the 12b-1 fees some funds charge. It does not include one-time fees such as sales loads, brokerage commissions, or redemption and transf