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Rekenthaler Report

Jack Bogle on All-In Fund Costs

Assembling the pieces.

Mentioned: ,

A Nickel Here, a Dime There
Jack Bogle has a forthcoming article [no link, as it has not yet been published] for Financial Analysts Journal that looks broadly at mutual fund costs, as opposed to merely the official expense ratio. The paper is the best treatment yet of the subject.

The key table comes at the end of the paper.

John Rekenthaler does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.