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Topic: funds

The US Securities and Exchange Commission headquarters building in Washington, DC
Personal Finance
Monday, 7/20, 04:18 AM

What a fund expense ratio costs you over thirty years

  • A fund's expense ratio never appears on your statement, because it is taken out of the fund's assets before your balance is calculated.
  • On a $10,000 investment held for 30 years, the gap between a 0.05% fund and a 1.00% fund works out to roughly $17,600 on identical gross returns.

funds — news and stories on this topic

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