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Investing Specialists

Conduct a Cost Audit of Your Portfolio

Christine Benz

Note: The following is part of Morningstar's 2018 Portfolio Tuneup week. A version of this article appeared on June 23, 2016.

To demonstrate how little most investors think about their investment expenses, run yourself through the following simple test (courtesy of director of manager research Russ Kinnel).

Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.