How Does the Total Expense Ratio (TER) Differ From the Gross Expense Ratio (GER)? 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 recoupi...
A housing expense ratio is the percentage of your pre-tax income that goes toward your housing expenses. Lenders often use the housing expense ratio, also called a front-end ratio, when they decide whether to approve you for a mortgage. You get this number by dividing your housing expenses ...
Calculating operating profit and OER Once all the relevant financial information is gathered to give a figure for OpEx, that can then be subtracted from gross income, or sales, to reveal the company's operating profit. Operating Profit = Sales – Total Operating Costs (OpEx + Cost of Sales) ...
To figure out CAC, you just add up how much you spent on marketing and sales to get new customers and divide that by the number of new customers you got. This is usually done for a set time, like a year or a quarter. Let me give you an example here. If a company invested $2,...
Fidelity customers can use the ETF Portfolio BuilderLog In Required tool to help create a diversified ETF portfolio based on their risk tolerance—and even get invested—with only a few clicks. 1. Figure out how much risk to take on Taking on risk sounds like a bad thing—but it's impo...
Expense ratios are fees that are subtracted from each fund shareholder’s returns as a percentage of their overall investment. Find the expense ratio in the mutual fund’s prospectus or when you look up a quote for a mutual fund on a financial site. Tax-cost ratio. In addition to paying ...
Here are some things to consider when choosing a dividend ETF:Fees You’ll want to understand the ETF’s expense ratio before making an investment. Some ETFs have very low fees, while others can run higher and eat into your returns. Yield Pay attention to a dividend ETF’s yield to ...
Think about this 80% figure as a good jumping-off point, and then use your income, anticipated lifestyle, and health expectations to modify your number to help you generate an even more relevant estimate of retirement expenses. "Each family's retirement situation is different," says Beau Zhao...
Who Uses the Variable Expense Ratio? The variable expense ratio is a useful metric for any business. It’s particularly important for companies that are working to increase theiroperational efficiencyby cutting costs. That’s because the variable expense ratio can help businesses decide where increasi...
The gross expense ratio (GER) is defined as the total percentage of a fund's assets that are devoted to running the fund.