The expense ratio reflects the percentage of the fund's assets that are used to cover management costs and other administrative fees. Investors should make note of the expense ratio before purchasing ...
Morningstar's number one fund of 2025 has had impressively high returns over the past two years, but its expense ratio ...
The expense ratio of funds matters. Back in 2010, Morningstar found that the best predictor of future returns was a low expense ratio. This beat every other indicator, including Morningstar stars.
Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Every business involves costs and ...
There are a handful of financial terms out there that every investor -- regardless of their level of involvement or portfolio size-- should know inside and out. The expense ratio is one of those ...
Exchange traded funds, or ETFs, are one of the most important financial instruments in modern stock markets. First created in the 1990s as a way for individual investors to access widely diversified ...
Recent expense ratio cuts on dozens of Vanguard ETFs highlight our reputation as a provider of low-cost funds. They also represent an opportunity to remind advisors of a critical variable in measuring ...
Investment word of the day: If you plan to invest in mutual funds, it becomes important to understand that there are certain costs associated with them. Mutual funds levy certain operating expenses to ...
If you are managing a portfolio of mutual funds, Exchange Traded Funds (ETFs), or even rental property, you are constantly seeking ways to maximize returns. But have you spent enough time examining ...
If you have read any news about crypto in the past several months, you have likely heard about spot Bitcoin exchange-traded funds (ETFs). These ETFs will allow investors to gain exposure to Bitcoin ...
Understanding these fees is the key to mutual fund investing Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, taxes and mortgages.