Sentences with phrase «category average expense ratio»

Not exact matches

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.

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

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.

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.

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.

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