On the other hand, the expense ratio of the Schwab fund is lower, and its index generally should have lower turnover and therefore lower trading costs. Given how similar the two funds are, I wouldn’t base my decision upon their differences, but rather upon which company I’d rather have...
Lower Costs. Higher Returns. The only fee your employees pay is the expense ratio charged by the mutual funds they invest in. No hidden additional asset-based fees are charged to your employees. Employee Fees $0/monthly Our model investment menu of Vanguard and Fidelity index funds has an ave...
Focus Morningstar US Market Index ETF (FMU)– Market capitalization weighted, this fund seeks to cover 97% of the large caps available on the market. The fund trades with a low .05% annual expense to investors, but low volume means that investors have not yet taken to low fee funds excl...
For more information on TDFs, check out our Target-Date Funds section. TickerNameExpense RatioAUMYTD ReturnSince Inception Avg. Ann. ReturnManager Tenure VTIVX Vanguard Target Retirement 2045 Fund 0.16% $21.6 billion 15.40% 7.97% 4 SWYHX Schwab Target 2045 Index Fund 0.08% $28.2 million 18.6...
Funds set aside to cover anticipated loan losses. They appear on a bank's income statement as an operating expense Category: 金融 * 贷款息差 Lending Margin 银行厘订贷款利率时,常以基准利率加上某一固定水平的息差来表示,该息差即是所谓的贷款息差. 基准利率通常是一个浮动的市场利率,比如伦敦银行同业...