Sentences with phrase «category average expense»

Not exact matches

NerdWallet's 2017 household debt study shows that several major spending categories have outpaced income growth over the past decade; many Americans are putting medical expenses on credit cards; and the average indebted household is paying hundreds of dollars in credit card interest each year.

The only category for which Delaware took a hit in our study was living expenses, with higher - than - average home prices and cost - of - living scores.

An expense ratio for a fund that is relatively high compared to the expense ratio average for the investment category is reason for concern.

This variability in average costs within categories as well as the range of averages across categories, as measured by expense ratios, highlights why it's important to evaluate each investment opportunity on its own merit and, perhaps more importantly, to determine whether an investment is right for you.

While the average retiree has 25 % lower expenses than non-retirees, some spending categories do actually increase.

In a category where average fees can be above.5 %, this does not leave much room before you actually earn a negative yield on the fund after expenses.

This category is not analysed separately here since the vast majority of MPs file no related claims and the average expense is only 112 GBP.

Its expense ratio of.014 % is a 70 % discount to the category average of.051 %.

Overall, we believe those categories to generally cover a large portion of the average consumer's credit card expenses.

Expenses for OAKBX are below average for its category.

Based on their Morningstar category, SPDR Portfolio ETFs ™ have an average expense ratio that's 92 % less than all US - listed mutual funds which include both active and passive products.

You can use column F of the Variable Expenses sheet as it's intended, which is to account for prior years» category averages.

As the average management expense fee (or MER) you pay for a fund in this category is 2.3 %, there isn't much left over.

2 The fund category average benchmarks shown are the mean total expense ratios of each fund's peer group as classified by Lipper as of April 30, 2016.

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

The fund's expense ratio is 0.6 %, well above the small - blend category average of 0.38 %.

This ETF's expense ratio is the lowest in the group but, at 0.5 %, it is still above the small - blend category average of 0.38 %.

S&P reported that, on average, funds with lower expense ratios have outperformed their more expensive peers in eight out of the nine domestic fund style categories over a one, three, five, and ten - year annualized... Read More

The fund's average spread of 0.02 % and expense ratio of 0.02 %, which is less than the average for the category, play essential roles in maximizing total returns.

Expenses for FBGRX run average for the large - cap growth category.

In fact, it is very often the case that the best - performing funds in a given category are among those that offer expense ratios below the category average.

Second, your policy gains are tax free and thus better than your average 2 % in the market AND your real estate gains are also likely tax advantaged AND we haven't even reached a discussion of depreciation or the deductible expenses of maintaining your real estate investment... (similar tax advantages can apply to many other asset categories as well).

Our interactive guide breaks down costs in every major category from 2006 to 2016 to show how things might further change in the future, and how much ebb and flow there really is when it comes to the average American's expenses.

Its 0.23 % expense ratio is nearly half the U.S. preferred category average.

The Morningstar «Large Value» category, in which many basic U.S. dividend mutual funds can be found, averages 1.05 % in annual expenses — that means for every $ 10,000 one invests, $ 105 is going toward paying managers, office personnel, building costs and the like.

Figure out your average monthly expense for each category over the last three or four months and enter the amounts on a list.

Residents of the state can expect to spend more than the national median across all categories, for a grand total of $ 52,704 in average annual cost - of - living expenses.

So, an average litter of 10 puppies comes to $ 1800 for just expenses in this category.

Second, your policy gains are tax free and thus better than your average 2 % in the market AND your real estate gains are also likely tax advantaged AND we haven't even reached a discussion of depreciation or the deductible expenses of maintaining your real estate investment... (similar tax advantages can apply to many other asset categories as well).