Unwrapping Fund Expenses: What are You Paying For?
AbstractIt has become almost conventional wisdom that investors should avoid funds with high expense ratios. Like many nuggets of conventional wisdom, there is some truth, but many exceptions: some of the best funds come at the price of higher expense ratios. Financial planners need this type of evidence to justify selecting particular mutual funds that are appropriate for their clients, even if there are “lower cost alternatives” available.
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Bibliographic InfoArticle provided by Capco Institute in its journal Journal of Financial Transformation.
Volume (Year): 30 (2010)
Issue (Month): ()
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financial planning; mutual funds; expense ratios; loads; 12b-1; minimum efficient scale;
Find related papers by JEL classification:
- G00 - Financial Economics - - General - - - General
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- G21 - Financial Economics - - Financial Institutions and Services - - - Banks; Other Depository Institutions; Micro Finance Institutions; Mortgages
- G24 - Financial Economics - - Financial Institutions and Services - - - Investment Banking; Venture Capital; Brokerage
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