Sentences with phrase «with higher expense ratios»

The right way to settle this debate would be with facts — do mutual funds with higher expense ratios outperform ones with lower expense ratios?

This competition works to both drive down the expense ratio of plain vanilla funds at the same time generating new, more specialized funds with higher expense ratios.

ETPs with the lowest expense ratio in each ETFdb Category are assigned a higher Expenses Realtime Rating than ETPs with higher expense ratios.

The advisor assigned to him has invested his money in mutual funds with high expense ratio.

He invested in individual stocks, he bought actively managed mutual funds with high expense ratios, but the more he learned, the wiser he got.

No doubt the fund has used the increased AUM along with the higher expense ratio to jack up its own bottomline too.

Car insurance that costs too much, bank account fees, home - energy wasters or mutual funds with high expense ratios.

Financially less sophisticated investors — those who are attracted to active growth funds with high expense ratios — experience the greatest return gaps over time.

The authors conclude that the phenomenon of making poorly timed allocation decisions is observed disproportionately in less sophisticated investors, who are more likely to invest in funds with high expense ratios and who do not qualify for institutional share class funds.

For example, U.S. equity funds with the lowest expense ratios had a 62 % success rate over the five years ended Dec. 31, 2015 — three times greater than the success rates of funds with the highest expense ratio.

Therefore, $ 100,000 invested in a foreign ETF with a lower expense ratio will grow to $ 336,083 at 12 % over ten years verses only $ 304,415 if invested in a typical foreign stock mutual fund with a higher expense ratio.

But that's making an assumption — that mutual funds with higher expenses ratios perform better.

Funds with high expenses ratios tend to continue to have high expenses ratios.

Also, if your financial adviser pushes fixed income investment funds with high expense ratios, this is an indication that they have not done their homework.

Most 401k plans offer a fairly pathetic array of mutual funds with high expense ratios.

Hidden fees: Along with poor investments, a 401 (k)'s performance can be dragged down by hidden fees such as administrative charges and index funds with high expense ratios.

Not exact matches

In one instance, it allegedly used a class with an expense ratio that was 43 basis points higher than another it could have used.

With R&D expense recognized immediately and capital expenditures being amortized over multiple years, I would argue that today's companies demand higher PE ratios vs the industrial high CapEx companies of 100 years ago.

In the long run, high expense ratios are difficult for portfolio managers to overcome, particularly for funds with lower risk, less aggressive investment objectives.

«The main reason is if their fees will be higher in the IRA --[such as] AUM fees, commissions, expense ratios — it may make sense for them to keep it with the plan provider.

How can you compare these because if you make higher return with Schwab doesn't that beat VTSAX no matter the expense ratio?

The downside with Fidelity is higher expense ratios.

Look for ETFs with low expense ratios and high trading volume relative to other commodity ETFs, and avoid ETFs with extremely small asset bases.

35 % international is a little high for my liking, tracking down funds with decent expense ratio / returns is tough

Though also more expensive than VIG with an expense ratio of 0.55 %, it pays a higher yield at 3.4 %.

And while cutting investing costs can't guarantee a larger nest egg, Morningstar research shows that funds with the lowest expense ratios tend to outperform their higher - fee counterparts.

Most of his holdings are in registered and non-registered accounts — mainly cash and fixed income, with 30 % made up of high - fee Canadian equity mutual funds with management expense ratios (MERs) of up to 2.4 %.

Those, even the ones with a passive indexing rule, tend to have higher expense ratios (compare QQQE at 0.35 % to QQQ's 0.15 or VADDX at 0.28 % to SWPPX at 0.03 %).

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.

The bottom line is that she does not need a complicated portfolio with a ton of loading fees and high expense ratios.

Leverage ratios depend somewhat on what industry a company is in, a company with high infrastructure expenses and steady cash flows such as a utility company would be able to support a higher leverage ratio than one with unstable cash flows.

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.

Plus, they can potentially put you into investments that have high expense ratios while not offering you similar ones with lower expense ratios.

Hard to see how any advisor «acting as a fiduciary» could recommend the funds with the substantially higher expense ratios.

The returns from a globally diversified all - ETF portfolio with an expense ratio of 0.15 % represents a high hurdle for investors of all stripes to overcome.

Now, these are total returns, not counting the loads / expenses, but in comparing two of the top funds with the same investment objective, in this case would the load and higher expense ratio be more beneficial in the long run?

Although Canada has a thriving and varied mutual fund market however with (management expense ratio) MER's still on the high side when compared with American and International studies and surveys.

Typically, your expense ratio will be lower with stock index funds, and higher with bonds and international funds.

Coupled with the high management expense ratios of more than 2 % that each of those funds carried, the Reeds figure they've paid tens of thousands of dollars in fees over the years without knowing it.

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 %.

The rest were target date funds with pretty high expense ratios.

VTSMX is the same as VTSAX, but with a lower minimum requirement ($ 3k) and a slightly higher expense ratio.

If you have a high expense ratio on a fund with a smaller balance, it might not affect your overall total returns all that much.

A high expense ratio on investments with larger balances, though — typically funds that invest in U.S. stocks or bonds — will be problematic over time.

As for people in the comments that point out you don't like mutual funds (I assume especially mutual funds with loads and / or high expense ratios)-- to that I say, as long as your employer is matching contributions (let's say 1:1) you start out with a 100 % gain on your money so even a miserable fund that only returns enough to cover fees — you still DOUBLE YOUR MONEY.

And while Sarah appears happy with her bank mutual fund investment strategy, she should nonetheless watch for the fees and high management expense ratios she is paying on these financial products.

My only concern with your portfolio is the active funds, they must have higher expense ratios.

By nature, they are actively managed with frequent rebalancing with higher management expense ratios.

Due to these characteristics, leveraged mutual funds typically have higher operating expenses as a percentage of assets compared to other funds, with a total management expense ratio of typically 3 % to 5 % per year compared to 1.3 % to 1.5 % for a non-leveraged mutual fund.

In fact, several investors justify a higher expense ratio with «as long as it generates superior returns, let them charge.