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Mutual fund fees are computed by multiplying the sales charge by your invested assets. For sales charges, the computation is (sales charge percentage x assets invested). For example, if you invest ...
One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules.
So mutual funds are quite a bit more expensive than ETFs, comparing their respective averages. For example, in 2022 an average mutual fund (asset-weighted) would cost 0.44 percent of your assets ...
A mutual fund is an investment fund that ... The expense ratio equals recurring fees and expenses charged to the fund during the year divided by average net assets ...
An index mutual fund will mirror the performance of an index, like the S&P 500 or the Russell 2000. So you will not beat the market by buying these mutual funds, but you will match it — or at ...
By 2000, the computer-driven Medallion fund had an average annual return of 34% after fees from its 1988 inception. Simons ran Renaissance until his retirement in late 2009. Between January 1993 and April 2005, Medallion only had 17 losing months and out of 49 quarters over the same period, Medallion had only three losing quarters.
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