Sentences with phrase «fee index relative»

The chart above shows the impact of a diversified portfolio with an average annual return of 7 % in a low fee index relative to the same portfolio with a 1 % and 2 % fee drag.

Not exact matches

However, while you can get access to some amazing index products, there are downsides to Vanguard, including the relative high fees charged for trading.

Certain funds have management fees that can fluctuate depending upon the fund's performance relative to a securities market index.

The other fund characteristics they consider are: size; age; relative funds flow; closure to new investments; length of withdrawal notice period; length of redemption period; management and incentive fees; leverage; management personal investment; and, a Strategy Distinctiveness Index (SDI) defined as a strategy - normalized form (ten different strategy types) of one minus the R - squared of monthly returns regressed against an equally - weighted strategy index over the prior two yIndex (SDI) defined as a strategy - normalized form (ten different strategy types) of one minus the R - squared of monthly returns regressed against an equally - weighted strategy index over the prior two yindex over the prior two years.

To put things in perspective consider that the average mutual fund charges 0.9 % relative to the average low fee index which charges 0.1 %.