Monthly Archives: May 2009

Costs Matter! Mutual Fund Expenses Part II

Tweet In the first part of this series, I discussed the basics of mutual fund expenses. In this section I would like to explore the reality of how mutual fund expenses will impact your bottom line. As of May 11, 2009, Schwab announced that it will reduce its expense ratio on several mutual funds. One in particular caught my eye: The Schwab … Continue reading

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Understanding Costs! Mutual Fund Expenses Part I

Tweet One of the aspects of investing that is often over-shadowed by investment returns is the importance of expense ratios in mutual funds. These expenses can erode returns and are often misunderstood by investors. Expense ratios are the fees paid to the fund itself by investors like you and me. These fees are expressed as a percentage and go to cover the … Continue reading

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