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  2. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    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.

  3. Mutual Fund Fees and Expenses: A Beginners’ Guide - AOL

    www.aol.com/mutual-fund-fees-expenses-beginners...

    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 ...

  4. Management fee - Wikipedia

    en.wikipedia.org/wiki/Management_fee

    In a hedge fund, the management fee is calculated as a percentage of the fund's net asset value (the total of the investors' capital accounts) at the time when the fee becomes payable. Management fees typically range from 1% to 4% per annum, with 2% being the standard figure. [citation needed] Therefore, if a fund has $1 billion of assets at ...

  5. Rule of 72 - Wikipedia

    en.wikipedia.org/wiki/Rule_of_72

    To estimate the impact of additional fees on financial policies (e.g., mutual fund fees and expenses, loading and expense charges on variable universal life insurance investment portfolios), divide 72 by the fee. For example, if the Universal Life policy charges an annual 3% fee over and above the cost of the underlying investment fund, then ...

  6. 4 Common Myths About Mutual Funds You Should Know ... - AOL

    www.aol.com/finance/4-common-myths-mutual-funds...

    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 ...

  7. Mutual Fund Fees: What You Need To Know Before Investing - AOL

    www.aol.com/news/mutual-fund-fees-know-investing...

    A mutual fund is a pooled collection of investment funds. When a person buys shares in a mutual fund, money is combined with other investors' capital. A professional manager purchases stocks, bonds...

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