Sentences with phrase «weighted average fees»

By replacing some of iShares ETFs with lower cost products (see table below), the weighted average fees of the Sleepy Portfolio will drop to 14 basis points or 30 percent lower.

The weighted average fee of the ETFs in a standard portfolio is 0.2 %, and the weighted average fee of the ETFs in a socially responsible investing (SRI) portfolio is 0.25 % to 0.4 %, depending on your asset allocation.

Not exact matches

Acquired fund fees & expenses The total annual asset - based fee, including the weighted average of the annualized expense ratios of the underlying mutual funds.

Finally, we calculated a weighted average of the indices for employer contributions, investment performance and administrative fees to yield an overall score.

NerdWallet's ratings for brokers and robo - advisors are weighted averages of several categories, including investment selection, customer support, account fees, account minimum, trading costs and more.

Before fees and tax, the LIC's closed - end fund exits since inception has benefited from «realisations» at a weighted average 3 per cent premium to carrying value, a weighted average internal rate of return of 21 per cent, and return on equity invested of 1.6 times.

Mitchell's study focused on Take Off Pounds Sensibly (TOPS), a national, low - cost, weight loss program led by peer - volunteers and costing just $ 92 a year (a $ 32 annual fee plus nominal local chapter dues averaging about $ 5 per month.)

«But the uncertain future of the system - weighted average, as well as radical changes to the fee expectations for Catholic primary schools, means principals and families are increasingly worried about the affordability of Catholic schools in coming years.»

According to a recent Morningstar fee study, the average asset - weighted expense ratio for index funds and ETFs was roughly 0.20 % compared with 0.80 % for actively managed mutual funds.

Morningstar also noted a downward trend in target - date fund fees, with the average asset - weighted expense ratio falling to 0.66 % at the end of 2017; five years prior, the figure was pegged at 0.91 %.

The average fee for these equity funds was 1.07 percent per year on an asset - weighted basis.

The returns are calculated after fees, calculated as the weighted average rate paid by Nutmeg clients of 0.82 % per year including VAT prior to 01/02/2016, 0.72 % between 01/02/2016 and 01/02/2017 and 0.64 % thereafter.

Here are the average asset - weighted fees for ETFs with «institutional» load types:

You are regularly reminded by academic research that, on average, you destroy value, net of fees; a monkey randomly selecting stocks, or a cap - weighted index, outperforms you.

2 The indicated MER is the weighted average management fee of all the ETFs in the model portfolio exclusive of HST.

NerdWallet's overall rating is a weighted average of each category: checking, savings, CDs, customer experience and overdraft fees.

For example, a recent Morningstar fee study showed that the average asset - weighted expense ratio for all actively managed mutual funds is roughly 0.80 % compared with about 0.20 % for index funds and ETFs.

The fund does have some dead weight from a higher - than - average.95 % expense fee.

The weighted average expense ratio was ~ 0.67 plus an AUM fee of 0.73 = 1.4 % drag on returns.

Acquired fund fees & expenses The total annual asset - based fee, including the weighted average of the annualized expense ratios of the underlying mutual funds.

To get an idea of mutual fund and index fund fees, in a June 24, 2015 study, Morgan Stanley found that the average dollar - weighted expense ratios of actively managed were:

Even though the rate of interest for government debt consolidation loan is the weighted average of the interest rates of old loans — there is almost no interest rate reduction — you still can switch lender that offer a better discount on loan interest rates and a better rebates on other fees.

«The Management Fee weighted average (calculated on a market value basis) for the 2012 fiscal year was 0.7 %.

The typical weighted portfolio of ETFs we use features an average fee of less than 0.2 %.

NerdWallet's ratings for brokers and robo - advisors are weighted averages of several categories, including investment selection, customer support, account fees, account minimum, trading costs and more.

If your portfolio earns 6 % a year before expenses and you pay 0.75 % in annual fees — which is the asset - weighted average for all actively managed mutual funds and ETFs in 2016, according to Morningstar's 2017 fee study — you would end up with an account balance of roughly $ 945,000 by age 65.

Weighted Average All - in - Yield includes the amortization of deferred origination fees, loan origination costs and accrual of both extension and exit fees.

The current tuition and fee rates are based on a weighted average of fees charged by Florida Colleges and Florida Universities, as applicable.

You can use the Prepaid College Trust to pay the full in - state or in - county tuition and mandatory fees at any Maryland public college or up to the Weighted Average Tuition toward nearly any private or out - of - state college.

Morningstar's Annual U.S. Fund Fee Study found the asset - weighted average expense ratio across U.S. open - end mutual funds and exchange - traded funds (ETFs) was 0.52 % in 2017, an 8 % decline from 2016.

With an above - average introductory bonus, credit statement, annual fee waiver for the first year, and other nice benefits, the Gold Delta SkyMiles credit card won't be a dead weight in your wallet.

The estimated $ 1.03 billion valuation of the four St. Louis Westfield malls is based on a capped 6.2 percent weighted average cap rate calculated on NOI after management fees and a structural reserve.