To build and manage your own investment portfolio, you’ll need to consider a lot of different factors: your investing goals,risk tolerance,investment horizon and yes, fees. Choosing funds with an expense ratio that is too high, even if they check all of your other boxes, may m...
An expense ratio measures how much you’ll pay over the course of a year to own a fund, and a high expense ratio can significantly impact your returns.
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 ...
I'm new to investing and have been told that it's important to look for mutual funds with low expense ratios. Does that measure factor in all a fund's expenses?D. Weber
A "good" expense ratio will be determined by a variety of factors, such as if the fund is actively managed or passively managed. Generally, for an actively managed fund, good expense ratios range between 0.5% and 0.75%. Anything above 1.5% is considered high. ...
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
An expense ratio is used by mutual funds to indicate the percentage of the fund's value that is consumed by management expenses. The average MER for a mutual fund is 1.5%. Actively managed funds that specialize in a particular sector of the market tend to have higher costs, whileindex fund...
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The expense ratio is the ratio of an investment fund’s operating expenses to its assets. It is also sometimes known as the management expense ratio (MER), the operating expense ratio (OER) or the before reimbursements expense ratio (BRER). The expense ratio is one way to determine if a ...
in interest rates. According to Morningstar, the average intermediate bond fund has a gross expense ratio of 1.07%. Fees are a very important factor for anyone deciding whether to purchase a particular fixed-income fund as there is ahigh correlationbetween expenses and fixed-income fund ...