Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
A mutual fund is a pooled collection of investment funds. When you buy shares in a mutual fund, your money is combined with other investors’ money. A professional fund manager uses the capital to ...
If you’re an investor, you need to know about expense ratios. These fees — inherent in all mutual funds, index funds and exchange-traded funds — can significantly drag down your portfolio returns. And ...
Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...
You invest in a mutual fund expecting 8% annual returns but only see 7%. The culprit? A hidden cost called the expense ratio.
Understanding these fees is the key to mutual fund investing Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, taxes and mortgages.
The expenses associated with managing, marketing, and other costs of running an investment fund make a big difference to the returns to investors, but the long-term trend is favorable. Looking at the ...
When evaluating mutual funds and ETFs, investors must also understand the difference between the net expense ratio and the gross expense ratio. The gross expense ratio represents the total annual ...
Investors paid lower average expense ratios for equity mutual funds in 2013, says a report from the Investment Company Institute (ICI). “Trends in the Expenses and Fees of Mutual Funds, 2013” examines ...
The era of declining mutual fund expenses is over, and in fact, the cost of investing in a fund may soon be headed back up. The average asset-weighted expense ratio for investors in mutual funds last ...
Vanguard slashed expense ratios on hundreds of mutual funds and ETFs — amounting to what the firm said is the largest cost cut in its history at over $350 million in investor savings this year. Using ...