There are a handful of financial terms out there that every investor -- regardless of their level of involvement or portfolio size-- should know inside and out. The expense ratio is one of those ...
Low fund expense ratios are one of the best predictors of superior future returns. Lower fees and expenses leaves more money for investors. Meanwhile, commission-based advisors utilize higher expense ...
The expense ratio of funds matters. Back in 2010, Morningstar found that the best predictor of future returns was a low expense ratio. This beat every other indicator, including Morningstar stars.
If you haven't been distracted by pandemic fears, falling stock prices, and U.S. Treasury yields plumbing new lows, you may have come across a new data point on Morningstar.com: the adjusted expense ...
If you’re investing in mutual funds or exchange-traded funds, the fund manager will charge fees to cover their various expenses. Those fees are collectively rolled into what’s known as an expense ...
When it comes to investing in mutual funds or exchange-traded funds (ETFs), one of the most important factors to consider and understand is the expense ratio. An expense ratio measures how much you’ll ...
Statutory expenses derive from statutory accounting, a system of accounting used by the insurance industry in the United States. Most consider statutory accounting more conservative than accounting ...
An expense ratio is the relationship of a fund’s total assets to other administrative and operating expenses. The expense ratio is taken from the fund’s gross return, cutting into potential profit ...
Frank Sinatra sang that the best things in life are free, and the investment industry is slowly starting to come around to that wisdom. Most major brokers have eliminated commissions on basic ...