Vanguard Institutional Index Fund (VINIX) Assets: $309.8 billion VINIX is a large blend mutual fund that has a low 0.035% expense ratio. With 503 equity holdings, the passively managed fund aims to mirror the S&P 500's performance. While many funds use the S&P 500 as a benchmark, VINIX ...
Whether you go with an ETF or mutual fund, be sure to check the expense ratio and any other costs of the fund. Costs are a huge driver of your return, and experts suggest that you focus on those first, especially for index funds, where everyone is tracking the same index anyway....
Although not the lowest, the expense ratio of the no load Fidelity Select Funds compares favorably with that of other sector fund offerings. AlphaProfit prefers Fidelity Selects for their comprehensive coverage of sectors and industry groups. The AlphaProfit model portfolios have significantly ...
How do I choose the right mutual fund for my financial goals? What are the fees associated with mutual funds, and how do they impact returns? Can I lose money in a mutual fund, and how risky are they? The Best of Mutual Funds
E-Trade’s screener will help you quickly find what you’re looking for, with the ability to search funds by expense ratio, performance, yield and many other categories. Click a fund’s link and you’ll get detailed info on it, including its top holdings, costs and annual performance. ...
M. Davis, 2006, Mutual fund mortality, 12b-1 fees, and the net expense ratio, Journal of Financial Research 29, 235-52.Dukes, W., P. English II, and S. Davis (2006) ‘Mutual Fund Mortality, 12b-1 Fees, and the Net Expense Ratio,’ Journal of Financial Research 24, 235-252. :...
should be wary of these facts and avoid funds that charge unnecessarilyhigh expense ratios. But do not base your decision just on a fund with a lower expense ratio but check up on information like the past performance, expertise of the fund manager and the reputation of the fund house, etc...
4. Understand mutual fund fees Whether you choose active or passive funds, a company will charge an annual fee for fund management and other costs of running the fund, expressed as a percentage of the cash you invest and known as the expense ratio. For example, a fund with a 1% expense...
A $100,000 Mercedes is probably more comfortable, safer, more reliable and has more horsepower than any $20,000 car. But you can’t expect a mutual fund with a 1% expense ratio to perform better than a comparable 0.2% expense ratio fund. The opposite is true. Many studies over the yea...
Expenses can vary significantly between types of funds. The category of investments, the strategy for investing, and the size of the fund can all affect the expense ratio. A fund with a smaller amount of assets usually has a higher expense ratio due to its limited fund base for covering cos...