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Unwrapping Fund Expenses: What are You Paying For?

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Abstract

It 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.

Suggested Citation

  • Jacobsen, Brian, 2010. "Unwrapping Fund Expenses: What are You Paying For?," Journal of Financial Transformation, Capco Institute, vol. 30, pages 83-88.
    • Handle: RePEc:ris:jofitr:1435
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    More about this item

    Keywords

    financial planning; mutual funds; expense ratios; loads; 12b-1; minimum efficient scale;
    All these keywords.

    JEL classification:

    • G00 - Financial Economics - - General - - - General
    • G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
    • 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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