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Expense Ratio

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  1. Finding Value in Declining Commodity Prices

    Headlines

    Wed, 15 Apr 2015

    S. Global Brokerage, Inc. Total Annualized Returns as of 03/31/2015 One-Year Five-Year Ten-Year Gross Expense Ratio Expense Cap China Region Fund 6.63% 0.52% 5.14% 2.77% 2.55% Expense ratios as stated in the most recent

  2. Is the reported total return AFTER expense ratio ?

    Commentary

    Wed, 15 Apr 2015

    For FFC and other CEFs, and for funds, is the total return reported by M* the return AFTER expenses, or before? For example, YTD return is reported to be 11%. There's an ER of 1.39%.  Will the investor get 11%, or will he get 11% minus the 1.39% ER?

  3. Look Before Leaping Into Leveraged Funds

    Headlines

    Tue, 14 Apr 2015

    many of them are index-based fool you--they can be quite expensive. The average leveraged mutual fund charges an expense ratio of around 2%, while the average leveraged ETF charges just under 1%. That's a strong headwind for a leveraged

  4. Our 7 Favorite Target-Date Fund Charts

    Headlines

    Thu, 9 Apr 2015

    index-based target-date series are the industry’s low-cost leaders, as shown in Exhibit 6. The weighted-average expense ratio of passively managed series is 0.45%, well below the 0.78% asset-weighted industry norm. But investors should

  5. IAG's Uncertainty Rating Raised to High; Fair Value Estimate Moves Lower

    Commentary

    Wed, 8 Apr 2015

    lower our earnings forecasts due to softer premium growth, higher claims costs, a slower pace of improvement in the expense ratio , and modestly lower investment returns in a low interest rate environment. Increased competition is slowing the growth

  6. Vanguard's First-Quarter Scorecard

    Video Reports

    Tue, 7 Apr 2015

    either a load or a portion of your expense ratio --a 12b-1 fee--to the person ..... you'll probably get the same expense ratio in the mutual fund. So, I imagine ..... of our plan. It will have an expense ratio of around 10 basis points, which

    Expense Ratio found at 2:43, 8:22, 8:58

    and you are paying either a load or a portion of your expense ratio --a 12b-1 fee--to the person who sold you that fund. Not the case with Vanguard. Consequently, Vanguard really never appealed to your financial
    If you are a long-term buy-and-hold investor, you'll probably get the same expense ratio in the mutual fund. So, I imagine it will be a similar experience with the Vanguard municipal active funds versus an index
    come up with as part of our plan. It will have an expense ratio of around 10 basis points, which is significantly smaller than the already-small expense ratios on their other target-date series, which are right
  7. When Mutual Funds Beat ETFs

    Headlines

    Tue, 7 Apr 2015

    brokerage fee each time. That's a fee on top of the expense ratio charged by the ETF. These days, with brokerage commissions ..... brokerage fee, which can quickly eat away at the ETF's expense - ratio advantage, depending on the amount of money being

  8. Am I too conservative? International exposure advice as well...

    Commentary

    Mon, 6 Apr 2015

    15% or even 20% for diversification. I use both active and passive funds overall, and a top goal is to lower my expense ratio both with current purchases and with any moves I make, which currently sits at 0.64%

  9. Tax Loss Harvesting

    Commentary

    Thu, 2 Apr 2015

    some funds in T Rowe price that have gained in value. Would like to sell them. The reason being they have higher expense ratio and want to consolidate with vanguard. Would also like to diversify away from my company stock and invest in total

  10. Underwriting Profits Slightly Improve, Investment Returns Surge in PICC P&C’s 2014 results

    Commentary

    Tue, 31 Mar 2015

    insurance business, as PICC P&C placed stricter repair cost control and improvement in underwriting process, while the expense ratio increased on rising competition. Thanks to the absence of nationwide natural catastrophe in 2014, agricultural insurance

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