Obtain the data needed for the expense ratio calculation. Specifically, you will need the mutual fund's costs, which include the management fee of total average assets, the 12b-1 distribution fee, administrative charges and the net expense ratio. In addition to costs, you will also need the ...
A common term used to describe mutual funds is "turnover ratio." But what does that mean? And how can it help you when you are investing? Lots of statistics and measures can help you learn about mutual funds. Many of them can help you decide whether or not to add a fund to your...
It’s also possible to calculate the variable expense ratio over a period of time. Imagine that the same sporting goods company is selling a line of tennis rackets. Over a period of a month, sales reach $20,000. The variable cost of producing those water bottles is $1,000. ...
Performance.A prospectus will provide you with performance graphs that will give you a sense of how the fund is doing. Remember, of course, that it's hard to look at performance numbers in isolation. The best way to grade your fund's performance is to compare its after-expense returns aga...
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To calculate your home equity, you need to know two figures: The current market value of your property The total balance due on any and all loans against your property. How to Find the Market Value of Your Property Valuing property is difficult because the real estate market is constantly fl...
What’s the difference between a mutual fund and an ETF? Are Christian mutual funds legit? This article provides general guidelines about investing topics. Your situation may be unique. To discuss a plan for your situation, connect with a SmartVestorPro. Ramsey Solutions is a paid, non-client...
Thegross expense ratio (GER)is the total percentage of a mutual fund’s assets that are devoted to running the fund. In some cases, a fund may have agreements in place for waiving, reimbursing, or recouping some of the fund’s fees. This is often the case for new funds. An investment...
A leverage ratio is a type of financial measurement used in finance, business, and economics to evaluate the level of debt relative to another financial metric.
For exchange-traded funds (ETFs), theexcess returnshould equal the risk-adjusted (or beta) measure that exceeds the instrument's benchmark or annual expense ratio. It's easy to assess index mutual funds against the benchmark index: just subtract the benchmark's total return from...