How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
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In 2016, the average actively managed equity mutual fund had an expense ratio of 0.82%, according to the ICI. The average index fund charged a scant 0.09%. Why is that important? Expenses eat directly into investor returns. Even though it doesn’t seem like a big difference, it adds up over time. For example, an investor who makes a $10,000 investment in the Vanguard Index 500 Fund (VFIAX) Admiral share class and its 0.04% expense ratio would pay just $4 annually for a portfolio of 500 of the largest companies in the United States. Investors could spend hundreds of dollars trying to build a portfolio like that on their own.
Check our take on why it is becoming extremely difficult for active managers to beat the market.
Check out the typical excuses cited by active fund managers here.
Check here to learn if it will be easier for active managers to outperform the market as investors avoid active funds.
Be sure check our News section to keep track of the recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
In 2016, the average actively managed equity mutual fund had an expense ratio of 0.82%, according to the ICI. The average index fund charged a scant 0.09%. Why is that important? Expenses eat directly into investor returns. Even though it doesn’t seem like a big difference, it adds up over time. For example, an investor who makes a $10,000 investment in the Vanguard Index 500 Fund (VFIAX) Admiral share class and its 0.04% expense ratio would pay just $4 annually for a portfolio of 500 of the largest companies in the United States. Investors could spend hundreds of dollars trying to build a portfolio like that on their own.
Check our take on why it is becoming extremely difficult for active managers to beat the market.
Check out the typical excuses cited by active fund managers here.
Check here to learn if it will be easier for active managers to outperform the market as investors avoid active funds.
Be sure check our News section to keep track of the recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...