expense ratios

I recently ran across an interesting article by Burton Malkiel in The Journal of Economic Perspectives. In it, he examined the growth of the financial services industry since 1980. Care to guess what he learned? Well, for starters… As a fraction of the GDP, the size of the financial services […]

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At the risk of preaching to the choir, I’d like to discuss investment expenses and how they affect the growth of your portfolio. The other day, I covered expense ratios — what they are and how they work. Today, we’ll be talking about why they matter. As you’re likely aware, […]

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How Mutual Fund Expense Ratios Work

by Michael on Jul 29, 2013 · 3 comments

The other day, while perusing the Bogleheads investing forum, I ran across a misunderstanding of how mutual fund expense ratios work. In short, someone was holding three different all-in-one mutual funds and was thinking of combining them all into one to avoid “avoid paying the expense ratios” on two of […]

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