Sentences with phrase «fund size ratio»

Not exact matches

The average expense ratio for a mutual fund offered in a 401 (k) plan of any size was 54 basis points, a steady and significant decline from the average of 74 basis points in 2009, when the Great Recession had collapsed 401 (k) account values.

While California is one of only eight state - funded preschool programs that do not specify a maximum class size, it requires a student - to - staff ratio of 8:1.

NIEER's State Preschool Yearbook is the only national report on state - funded preschool programs with detailed information on enrollment, funding, teacher qualifications, and other policies related to quality, such as the presence of a qualified teacher and assistant, small class size, and low teacher - to - student ratio.

Expense ratios, size of portfolio and frequency of trading are all important variables to consider — but I think for most investors — index funds are superior.

The average expense ratios for SMSFs declined in direct proportion to the increased size of the fund.

The Morningstar style boxes give a general idea of size and value / growth exposure, but if you go to the «Portfolio» page for each fund, you can get the average size company, price to book ratio, and a host of other important statistics.

As a fund which has grown t0 humongous size, the fund can work with a lower expense ratio.

SEBI has made the expense ratio slabs for mutual funds such that higher the AUM (assets under management) size of a scheme, lower the expense ratio; and vice versa.

While the fund's expense ratio is quite competitive, its sheer size undoubtedly presents an investment challenge.

Table 1 shows the return shortfall of dollar - weighted versus time - weighted value fund returns analysed by expense ratio size.

But if we say that your mutual funds have a management expense ratio (MER) of 2.4 %, on average, then that is what the cost works out to ($ 500,000 x 2.4 %) for a portfolio of that size.

The authors examined if fund attributes such as expense ratios, portfolio turnover, manager tenure, recent past performance, fund size and the Morningstar mutual fund ratings can predict performance.

Excellent Performance Excellent Consistency Excellent Fund Size Good Fund House Excellent Fund Manager Low Expense Ratio

Excellent Fund Manager Excellent Fund Size Excellent Fund House Excellent Performance Excellent Performance Consistency Low Expense Ratio

Good Fund Manager Excellent Fund House Good Performance Good Consistency Excellent Fund Size Low Expense Ratio

The bad news is they have been in the bottom 37 % for the last 5 years, I would not expect the fund to be in the top 9 % in the next 15 years as the average size company is 3 times that of the average small - cap value fund and their price - to - book ratio is higher than the average small - cap average P / B.

Within each of the nine combinations of these maturity and quality style groups, he assigned each individual fixed income fund to one of three equal sized groups according to the fund's expense ratio (low, medium, high expenses).