Sentences with phrase «about expense ratios»

UPDATE: I sent the author of the article and email and asked him about the expense ratios for the State Farm funds.

Hmmm... my former investment advisor told me not to worry about expense ratios because it's accounted for in the performance of the fund.

I was so excited because he wanted to learn about expense ratios, commissions, fees, and more.

But there is nothing passive about their expense ratios which exceed 100 basis points.

Not exact matches

«Get a good handle on what your expenses are, and if you're really serious about retiring early, you need to save a lot of your income,» McCurry said, adding that about 50 percent would be an ideal savings ratio.

In the past three years, HYLD has returned negative 1.68 percent, while JNK is up by about the same percentage, with an expense ratio (0.40 percent) that is 83 basis points lower.

On average, mobile advances like these could help generate an average global expense ratio improvement of about 500 basis points, from 58 % to 53 % as banks reduce the costs of the branch network and the costs of shipping and storing cash and checks.

Editor's Note: CEF Advisors does not ignore expense ratios but we tend to care more about relative NAV performance, which nets out expenses.

That additional interest expense is going to hit the coverage ratio even though nothing else about the business has changed.

TFSA Contribution Rules RRSP Contribution Rules The Classic Debate RRSP or TFSA Canadian Pension Plan Old Age Security Rules What I Tell my Kids about Finance How much is enough, why I am not woking till 65 management - expense - ratio - MER The rule of 72

Read detailed information about index mutual funds with some of the lowest expense ratios in their categories, and learn about their pros and cons.

Couldn't agree more about HSAs and expense ratios, but your whole comment is filled with solid advice.

What we like about Vanguard the most is their ownership structure and low expense ratios.

The Vanguard Mid-Cap Growth Index Fund offers an attractive expense ratio of only.24 % which is about 82 % lower than the the average fees of similar funds.

But expense ratios alone don't tell you the full story about how much an ETF really costs.

Going back to your post a couple days ago where Bob Brown gave his forecast for equity returns of about 6 % (3.2 % after tax and inflation), if you give up another 2 % + in expense ratio, an investor might as well put their money in long term certificates of deposit and eliminate risk.

For example, if you had $ 10,000 invested in a fund with an expense ratio of 0.20 %, you'd pay about $ 20 a year out of your investment returns.

IGIH's expense ratio is about equal to its most direct competitor.

And you care a lot less about annual expense ratio.

Applying each fund's expense ratio (they vary from 0.57 to 0.66) to its assets, I believe Fidelity shareholders are paying about $ 295 million a year for these funds.

The reductions are about 15 basis points, which translates to a drop in the funds» expense ratios of about 10 %.

Applying individual expense ratios (they vary from 0.16 % to 0.18 %) to the assets in each leads me to believe Vanguard shareholders pay about $ 138 million a year.

Each index fund's prospectus explains its approach to selecting investments, in addition to its expense ratio, historical returns, risk profile, and other required information about the fund.

From the group above, I have chosen to write about Utility Select Sector SPDR ETF because of its high dividend yield, great liquidity, and low expense ratio.

It's all about finding the correct income: expense ratio so you don't need to spend so much time paying bills.

Funds such as the Tangerine Balanced Portfolio or the Mawer Balanced Fund Class A are good choices, both with management expense ratios of about 0.8 per cent annually — a fairly low amount.

If you tend to overspend and have no control over your income and expenses, you need to learn about budgeting and other money management procedures that will help you improve your income to spending ratio thus providing you with sufficient remaining income to start eliminating debt by paying it off.

Its average company size is about $ 51 billion, it charges slightly lower expenses than VOOV and has a slightly lower price - to - book ratio.

This was the case at my former employer who had about a dozen actively managed funds (they weren't index funds) with fees under the average expense ratios of typical actively managed funds and performance on par with its benchmarks - so you get actively managed while paying near index fund prices.

For those that are looking at their mutual fund, keep in mind that the expense ratio is actually only about 1/3 the cost to the owner.

The expense ratio of Birla SL MIP — 25 is about 0.89 %.

You can find details about these fees in a fund's prospectus, along with its expense ratio.

(You can actually get lower expense ratios by using their brokerage account to trade the ETF versions of their funds commission - free, though you'll have to worry more about the actual number of shares you want to buy, instead of just plopping in and out dollar amounts).

Unfortunately, Canada's mutual funds boast some of the highest management expense ratios (MERs) in the world: on average, actively managed portfolio cost investors about 2.5 % of their assets every year.

Did I ask about management expense ratios (MERs) on the funds our adviser recommended?

And when we think about transaction costs and expense ratios remembering the funds, an ETF or a mutual fund, it's their expense ratio that they own, to use a certain phrase, but sometimes the transaction costs are not the funds necessarily.

Jim Rowley: I was going to say, one maybe the audience would find interesting and we had the question earlier about do ETFs have expense ratios?

And I said, «Well, you know, dad,» much like we've talked about here, «you can get ETFs that are broadly diversified index funds that come with low expense ratios.

About 78 % of these AUM are in stocks, and about 85 % in low - cost mutual funds with an average expense ratio of 0.About 78 % of these AUM are in stocks, and about 85 % in low - cost mutual funds with an average expense ratio of 0.about 85 % in low - cost mutual funds with an average expense ratio of 0.39 %.

Furthermore, with an expense ratio of 60 basis points, the product is about 12 basis points more expensive than others in the category which offer more diversification such as IXN or IYW.

Assuming you invest that same $ 1200 in an index fund with a 0.15 % annual expense ratio and you will only pay about $ 2 in fees.

MF's charge an MER (Management Expense Ratio) of about 3 % * which you do not see * to manage your money.

The 15 ETFs attracted assets of about $ 100 million, which at the ETFs» extremely low expense ratios apparently produced far too little revenue to keep the ETFs afloat.

It has a yield of about 2.5 %, which isn't bad, and an expense ratio of 0.48 %.

My old company's plan was a good one with low fees but I still paid about.5 % a year of these fees on top of my fund expense ratios.

But just now I read about difference in Direct and Regular plans and how difference in expense ratio between the two can effect returns.

What do you think about the Schwab ETF's that you can trade commission - free and have lower expense ratios than Vanguard and Fidelity?

For example, if you had $ 10,000 invested in a portfolio with an expense ratio of 0.20 %, you'd pay about $ 20 a year out of your investment returns.

The expense ratio for the iREIT fund is a bit on the higher side at 0.55 % and yields about 5.9 %.

The primary reason why the average mutual fund expense ratio has come down in the past, albeit only slightly, is that a substantial minority of all individual investors has gotten smarter about excessive investment costs.