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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]
In a mutual fund, the management fee will include any fees payable to the fund's investment adviser or its affiliates, and administrative fees payable to the investment adviser that are not included in the "Other Expenses" category. [2] Management fees paid to mutual funds and other registered investment companies are set forth in the advisory ...
Average expense ratios have declined considerably over the past 20 years, whether it’s a stock mutual fund or stock ETF. The fees on stock mutual funds have declined from 0.99 percent in 2000 to ...
Generally, unlike future performance, expenses are predictable. Funds with high expense ratios tend to continue to have high expense ratios. An investor can examine a fund's "Financial Highlights" which is contained in both the periodic financial reports and the fund's prospectus, and determine a fund's expense ratio over the last five years (if the fund has five years of history).
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...
A mutual fund is a pooled collection of investment funds. When a person buys shares in a mutual fund, money is combined with other investors' capital. A professional manager purchases stocks, bonds...
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 ...
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