Not exact matches
I have found it really difficult to determine the
expenses associated with the brand - name target - date fund in my
current 401 (k)-- it's made up of mutual funds, so I realized I had to look at the weighted
average of their
expense ratios.
¹ The before reimbursement
expense ratio (which includes acquired fund fees and
expenses (AFFE), if any) represents the total annual operating
expenses, before reductions of any
expenses paid indirectly as reported in the Fund's most
current prospectus and is calculated as a percentage of
average net assets (ANA).
Estimated account fees saved calculation based on a 7 % gross annual return and user inputs of
current account balance, annual contributions, years until retirement and estimated
expense ratio compared to 0.32 %, the
average expense ratio blooom experiences for our clients as of May 16th, 2017.