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Expense Ratio

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  1. Think Active Can’t Outperform? Think Again

    Headlines

    Fri, 29 May 2015

    represents the most or more expensive share class of the fund, thereby further diluting performance. An asset-weighted expense ratio was not used. • End-point style.Active share scores for each fund were calculated against the hand-picked

  2. 6 Mistakes to Avoid With Taxable Accounts

    Video Reports

    Tue, 26 May 2015

    LLPFX), for example, in the past year, has had a 3% tax-cost ratio. That means you can sort of add it to the expense ratio . That's your total cost of owning this fund, close to 4%. That's a really high levy that you would pay to own

    Expense Ratio found at 3:21

    tax-cost ratio. That means you can sort of add it to the expense ratio . That's your total cost of owning this fund, close to 4%. That's a really high levy that you would pay to own
  3. 7 Habits of Successful Investors

    Video Reports

    Mon, 25 May 2015

    things like fund expenses, the expense ratio that a mutual fund charges to ..... them charges 1% per year as an expense ratio and the other charges 0.1 ..... even if the ETF charges a low expense ratio , those brokerage fees can really

    Expense Ratio found at 6:31, 7:40, 11:10

    talk about investing costs, we're talking about things like fund expenses, the expense ratio that a mutual fund charges to manage your money; brokerage fees, the fees you pay every time you buy and sell shares
    difference is that one of them charges 1% per year as an expense ratio and the other charges 0.1% per year. For the sake of our scenario, we'll say that we're starting with a one-time investment
    time you do that. So, even if the ETF charges a low expense ratio , those brokerage fees can really add up and eat away at that cost advantage. Using a low-cost brokerage is another great way
  4. What is "holding cost" versus "expenses"? HIGH YIELD BOND FUND

    Commentary

    Sat, 23 May 2015

    Help me with something. I understand what " expense ratio " is. But I just now read about a term, "holding cost." Why I am asking : I own SPHIX (Fidelity® High Income). According

  5. Morningstar's Favorite International-Bond Funds

    Headlines

    Fri, 22 May 2015

    Unhedged) PIGLX Star rating: | Expense ratio : 0.55% This Bronze-rated ..... Global Bond TPINX Star rating: | Expense ratio : 0.89% Anderson says that ..... Markets Income TGEIX Star rating: | Expense ratio : 0.85% As Anderson points

  6. Low-Cost Exposure to High-Quality Companies

    Video Reports

    Thu, 21 May 2015

    not take valuations into account, which may slightly detract from its appeal. However, its low 15-basis-point expense ratio should serve investors well in any market environment.

    Expense Ratio found at 2:01

    account, which may slightly detract from its appeal. However, its low 15-basis-point expense ratio should serve investors well in any market environment.
  7. Tallying Up the Cost of Short Interest Expenses

    Headlines

    Thu, 21 May 2015

    Market Neutral VMNFX reports an expense ratio of 1.64%, while Morningstar reports its expense ratio as 0.25%. Vanguard includes ..... and dividend expenses in its net expense ratio , while Morningstar does not

  8. Morningstar's Favorite Emerging-Markets Funds and ETFs

    Headlines

    Thu, 21 May 2015

    NEWFX "> NEWFX Star rating: | Expense ratio : 1.03% American Funds New ..... HLEMX "> HLEMX Star rating: | Expense ratio : 1.45% Although it invests ..... VEIEX "> VEIEX Star rating: | Expense ratio : 0.33% The sole medalist offering

  9. U.S. Large-Cap Equity: Can Simple Filters Help Investors Find Better-Performing Actively Managed Funds?

    Headlines

    Wed, 20 May 2015

    funds in the lowest quartile of expense ratio . Resources filter selects by ..... monthly, using reported AUM and expense ratio ; forward one-year returns are ..... in the lowest 25% of reported expense ratio for their fund type (active or passive). The subset

  10. Morningstar's Favorite Developed-Markets Stock Funds and ETFs

    Headlines

    Wed, 20 May 2015

    HIINX "> HIINX Star rating: | Expense ratio : 1.10% This actively managed ..... ETF VEA "> VEA Star rating: Expense ratio : 0.09% (Admiral & ETF share ..... IEFA Star rating: Not rated | Expense ratio : 0.12% This ETF tracks the

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