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  2. What is an expense ratio and what’s a good one? - AOL

    www.aol.com/finance/expense-ratio-good-one...

    A fund with a high expense ratio could cost you 10 times – maybe more! – what you might otherwise pay. ... Compare the above to an index fund with a 0.03 percent fee, which would result in a ...

  3. Mutual Fund Fees and Expenses: A Beginners’ Guide - AOL

    www.aol.com/mutual-fund-fees-expenses-beginners...

    The best way to see if a mutual fund has competitive costs is to compare them to the ICI’s benchmark expense ratios mentioned earlier: 0.44% for equity mutual funds and 0.37% for bond mutual funds.

  4. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules. [7]

  5. Low-cost index funds: A beginner’s guide - AOL

    www.aol.com/finance/low-cost-index-funds...

    Schwab S&P 500 Index Fund (SWPPX) – Expense ratio: 0.02 percent. SPDR S&P 500 ETF Trust (SPY) – Expense ratio: 0.095 percent. State Street S&P 500 Index Fund Class N (SVSPX) – Expense ratio ...

  6. Management fee - Wikipedia

    en.wikipedia.org/wiki/Management_fee

    Often the management fee is initially based on the total investor commitments to the fund (i.e., the fund size) as investments are made. After the end of the commitment period, ordinarily four–six years, the basis for calculating the fee will change to the cost basis of the fund, less any investments that have been realized or written-off.

  7. Total expense ratio - Wikipedia

    en.wikipedia.org/wiki/Total_expense_ratio

    The total expense ratio (TER) is a measure of the total cost of a fund to an investor. Total costs may include various fees (purchase, redemption, auditing) and other expenses. The TER, calculated by dividing the total annual cost by the fund's total assets averaged over that year, is denoted as a percentage. It will normally vary somewhat from ...

  8. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

  9. Understanding the Expense Ratio and How It Affects Your ... - AOL

    www.aol.com/news/understanding-expense-ratio...

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