Sentences with phrase «highest average expense»

The OTPP, the next largest plan at $ 154 billion of assets, had the fourth highest average expense ratio (0.63 %).

It is not uncommon to find that less liquid asset classes, like international small cap value, small cap emerging markets and micro cap have higher average expense ratios.

In summary, 109 of the 111 comparisons in these four studies indicated that higher average expenses meant lower returns to investors.

Not exact matches

Because online banks don't have the expense of maintaining branches like traditional banks do, they can offer annual percentage yields of 1 % or more — about 14 times higher than the national average of 0.07 %.

If you invest the same amount in Vanguard funds, which offer expense ratios 82 % lower than the industry average, * there's a good chance that 20 - year total could be even higher.

One Morningstar study showed that during a period when the underlying portfolio assets were up 9 % or 10 %, the average investor earned 2 % to 3 % because of frequent trading, high expenses, and other stupid decisions.

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.

Because of the higher - than - average living expenses, $ 1 million will last less than 14 years in Maryland.

The higher - than - average annual fees SAC charges clients — as much as 3 percent of assets and 50 percent of profits — cover the expenses of running his hedge funds, including employee compensation, and generate profits for Cohen as the principal owner.

The average Nebraska resident can have more than 47 percent of their paychecks left over after expenses thanks to a low cost of living and a relatively high median household income.

Net interest expense increased 11 percent to $ 62 million reflecting higher average interest rates on the debt portfolio.

I highlighted the 1.08 percent average expense ratio of «similar funds,» which is 1.03 percentage points higher than Vanguard's advertised expense ratio.5 The Investment Company Institute finds an average expense ratio of 0.89 percent for actively managed equity funds, versus 0.12 percent for equity index funds, or a 0.77 percentage point difference.

Net interest expense increased 14 percent to $ 32 million reflecting higher average interest rates on the debt portfolio and higher levels of debt.

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

These clients were unaware of the high cost of their mutual funds; their management expense ratio (MER) averaged 2.11 %.

While some of the funds have expense ratios on the high side, the average expense ratio is 0.12 percent.

In some cities rent, travel and training expenses can be higher; on the other hand, income from radio, average ticket sales and special promotions may also be higher.

The accuracy of this figure is confirmed by two facts: first, Rochester, with an average attendance of 2,500 so far this year, will come within $ 25,000 of breaking even; second, St. Louis, with extremely high travel expenses and no TV income, requires an average attendance of 5,000 to break even.

The traditional response has been that there are many no / low cost responses, but this is a losing position, because what the public does is to weigh high cost vs. low cost, average them together and gets medium to serious expenses....

Beginning in 2018, increases in the charter funding rate will be linked to changes in the local district's average operating expense, averaged over a period of three to five years, excluding the highest and lowest increase years as the formula phases into its final form.

Depending on the fund you choose, the Management Expense Ratio could climb as high as 3.3 %, versus the average mutual fund MER of 2.4 %.

It found that the CPP, which is the largest plan with $ 269 billion of assets, had the highest expense ratio at 1.07 % of its assets on average for the whole period between 2009 and 2014.

Vanguard S&P Value Index VOOV, +0.55 % has higher expenses -LRB-.15 % vs..09 for MGV and VTV), but a smaller average market capitalization ($ 65 billion).

The lower the average expense ratio for all U.S. - listed ETFs in a type of bond, the higher the rank.

If you created the same group of asset classes but used equal - weighted ETFs, the average size company will be smaller, there will be more value and the expenses will probably be higher.

A study by BrightScope found that stock funds in 401 (k) s with fewer than 100 participants carried average expense ratios that were roughly 50 % higher than plans with 5,000 to 9,999 participants.

Unfortunately, Canada's mutual funds boast some of the highest management expense ratios (MERs) in the world: on average, actively managed portfolio cost investors about 2.5 % of their assets every year.

SMSFs in pension phase had higher total average operating expenses than that of funds solely in accumulation phase.

Both Walmart credit cards come with 22.90 % APR - which is higher than average, and means greater potential expenses.

Long / short managers tend to have higher than average expense ratios and trade more frequently.

Some mutual funds have very high expense ratios but on average you will see lower expense ratios among popular ETFs, especially those that track market indices.

Assuming active investing expenses are 2 % (some may be more, some may be less, but certainly none will be less than the passive investing expenses because of management fees and higher trading costs etc), then the active group would have made 10 % - 2 % = 8 % on average.

For international small cap core, though, the chance is 1 in 2 and that's despite the generally high expenses that the average fund carries.

The lower the average expense ratio for all U.S. - listed ETFs in a asset class style, the higher the rank.

This explains a good deal of the secret sauce of index funds — the average actively managed fund has an expense ratio 10 to 15 times higher than that of a comparable index fund.

SRI fund management fees: Management fees (a.k.a. expense ratios) on socially responsible investments (funds and ETFs) are notorious for being higher than average ETF fees.

✗ Social Security and / or pension benefits cover your regular expenses ✗ You're younger than 45 or over 75 years old ✗ You've accumulated less than $ 250,000 or more than $ 5 million in retirement savings ✗ You have below - average health ✗ You're seeking higher risk and more of an investment product

Although the high - level steps for performing the means test are described above, obtaining the average income for your state, calculating your income and living expenses, and providing the proof you will need to support these numbers in court is complicated.

Large drawdowns, high fees and expense ratios, and lack of proper diversification are examples of mistakes that cause investors to endure long term returns that are below average.

These clients were unaware of the high cost of their mutual funds; their management expense ratio (MER) averaged 2.11 %.

Their funds also incurred an average trading expense ratio (TER) of 0.11 %, although the ABC Canadian small cap fund had a much higher trading expense (1.05 %).

✗ Social Security and / or pension benefits cover your regular expenses ✗ You're younger than 45 or over 75 years old ✗ You've accumulated less than $ 250,000 or more than $ 5 million in retirement savings ✗ You have below - average health ✗ You're seeking higher risk and more of an investment product ✗ You need access to the money immediately

Industry averages for actively managed mutual fund management expense ratios are about twice as high or more.

However, what the fund industry fails to explain is that almost all of the new mutual funds that it keeps introducing have higher than average management expense ratios.

Currently, 3 ETFs track the Markit iBoxx $ Liquid High Yield Index with more than $ 15.07 B in ETP assets with an average expense ratio of 0.91 %.

Their mutual fund expenses are somewhat higher than Vanguard's but still low compared to the average mutual fund.

Because online banks don't have the expense of maintaining branches like traditional banks do, they can offer annual percentage yields of 1.50 % or more — over 20 times higher than the national average of 0.07 %.

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

Combine the many leisure activities with Arlington Heights relatively high cost of living — 10 % above the U.S. average in 2009 — and you realize that the more ways you can save money on fixed expenses the better.

You won't pay an annual fee for Active Plus, but, reflecting the additional costs of active management, the portfolios» average expense ratios are higher than those of typical packages that are based on index funds.