Sentences with phrase «carried average expense»

A study by BrightScope found that stock funds in 401 (k) s with fewer than 100 participants carried average expense ratios that were roughly 50 % higher than plans with 5,000 to 9,999 participants.

Not exact matches

Take the case with your typical annuity (fixed or variable) that carries an average 2 percent to 3 percent annual expense charge when you consider administrative, mortality and expense, and mutual fund costs.

Lipper published a study several years ago that estimated the average mutual fund carries transaction expenses of about 0.15 % per year - which can cost investors with larger share holdings thousands of dollars over time.

For international small cap core, though, the chance is 1 in 2 and that's despite the generally high expenses that the average fund carries.

Since they are traded as stocks, ETFs have the same fee schedules as stocks and that makes dollar - cost - averaging (DCA) ETFs a costly practice as the commission is added on top of the expense ratio (ER) the ETF carries (same as mutual funds).

This ETF carries the highest expense ratio among micro-cap ETFs, 0.94 % versus Morningstar's small value category average of just 0.36 %.

Leading packages keep track of unused provisions, carrying them forward into the future to recover taxes, averaging out investment or business losses, or maximizing charitable donations or medical expenses.

Vanguard's average expense ratio is 0.12 %, and the typical equity mutual fund carries an expense ratio of 0.57 %.