Mutual Fund Fees
Mutual-Fund-Fees Mutual Fund Manager Mutual Fund Manager Comission-based Advisor At the end, the fund manager takes this out. immediate kickback given by the fund to an advisor to sell it to you comes out of your pocket. 1% | 1% 1% Back-end Load Front-End Load Annual Expense Ratio Fund takes this percentage every year no matter how it performs. Why Fees Mater Fees, seemingly small when expressed as a low percentage of assets, nonetheless add up quickly in the long run. Higher fees erode long-term returns Value Lost via Higher Foess 150 140 19% 130 - 120 - 110 100 90 80 70 50 - Nov-98 Nov-99 Nov-00 Nov-01 Nov-02 Nov-03 Nov-04 Nov-05 Nov-06 Nov-07 Nov-08 Nov-09 Nov-10 Date Low Fee S&P 500 Fund High Fee S&P 500 Fund Methodology: Performance data from the S&P500 Index from November 1998 to June 2011. The Low Fee Fund had an expense ratio of 0.09%, one of the lowest in its class. The High Fee Fund had an expense ratio of 2.28%, identical to the highest-fee member of Lipper's S&P500 Index Objective Fund Class, the Rydex Series S&P 500 Class C Fund. Today At Retirement Mutual-Fund-Fees $ 122,233 $ 1000 in Fees Paid Per Year imedate kickbock given ty the fund te an odvor to stl Atthe end the fund manager tekes this sut Stuff you can get at retirement your pocket. 1% 1% H 1% t Front-End Laad Anneal Espen Back-end Laad Pund taken this percentege eery year na matter howit perfarw. Expense Ratio Average American Family Source: SEC Designed by: InfoGraphicE Published By FutureAdvisor DESIGN TEAM U Weekly Price
Mutual Fund Fees
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