• The expense ratio of a stock or asset fund is the total percentage of fund assets used for administrative, management, advertising (12b-1), and all other...
    8 KB (1,140 words) - 06:56, 18 May 2024
  • The total expense ratio (TER) is a measure of the total cost of a fund to an investor. Total costs may include various fees (purchase, redemption, auditing)...
    6 KB (722 words) - 20:12, 26 April 2024
  • waive some or all of the management fees in order to lower the fund's expense ratio. Index funds generally charge a lower management fee than actively-managed...
    46 KB (5,940 words) - 17:14, 17 July 2024
  • loss ratio are used interchangeably to refer to the loss ratio necessary to fulfill the insurer's profitability goal. This ratio is 1 minus the expense ratio...
    4 KB (561 words) - 11:29, 10 June 2023
  • it is helpful to compare the total expense ratio. The following table shows the weighted average total expense ratios for different types of mutual funds...
    15 KB (2,126 words) - 19:21, 27 September 2023
  • ETF Trust is State Street Bank and Trust Company. The fund has a net expense ratio of 0.0945%. The Standard & Poor's Depositary Receipts were launched...
    6 KB (460 words) - 02:33, 1 July 2024
  • Thumbnail for Fidelity Investments
    introduced a new line of zero-expense-ratio mutual funds for individual investors. Fidelity's first two zero expense ratio funds, ZERO Total Market Index...
    35 KB (3,440 words) - 17:00, 20 June 2024
  • In business, overhead or overhead expense refers to an ongoing expense of operating a business. Overheads are the expenditure which cannot be conveniently...
    21 KB (2,494 words) - 09:22, 21 June 2024
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    interest earned ratio (Interest Coverage Ratio) ⁠EBIT/Annual Interest Expense⁠ OR ⁠Net Income/Annual Interest Expense⁠ Debt service coverage ratio ⁠Net Operating...
    17 KB (1,966 words) - 21:29, 13 June 2024
  • Typically expense ratios of an index fund range from 0.10% for U.S. Large Company Indexes to 0.70% for Emerging Market Indexes. The expense ratio of the...
    40 KB (4,757 words) - 02:27, 1 July 2024
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    Jude and funding cancer research. According to Trump, the Foundation's expense ratio is 12.6%, and "at no time did the Trump Organization profit in any way...
    54 KB (4,338 words) - 00:01, 18 July 2024
  • investor shares and admiral shares. Admiral shares have slightly lower expense ratios but require a higher minimum investment, often between $3,000 and $100...
    27 KB (2,711 words) - 18:13, 15 July 2024
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    the NPO's functions. A frequent measure of an NPO's efficiency is its expense ratio (i.e. expenditures on things other than its programs, divided by its...
    32 KB (3,589 words) - 21:07, 5 July 2024
  • period, which is beneficial because Class A shares have a lower yearly expense ratio. Class B mutual fund shares are seen to be a good investment if investors...
    33 KB (3,680 words) - 06:54, 7 January 2024
  • accumulate over $4,000 in fees with a 1.1% expense ratio but only $1,400 in fees with a 0.4% expense ratio – a savings of $2,600. Generally, direct-sold...
    31 KB (4,062 words) - 01:05, 26 April 2024
  • Thumbnail for S&P 500
    daily volume is (NYSE Arca: SPY), although SPY has a higher annual expense ratio of 0.09% compared to 0.03% for VOO and IVV, and 0.02% for SPLG. Mutual...
    32 KB (1,712 words) - 22:42, 30 June 2024
  • Jaws ratio = (Income Growth Rate) − (Expense Growth Rate). The jaws ratio is calculated by subtracting the expense growth rate from the income growth rate...
    1 KB (190 words) - 04:33, 10 July 2023
  • period ratio. Efficiency = ⁠input/ output⁠ If expenses are $60 and revenue is $80 (perhaps net of interest revenue/expense) the efficiency ratio is 0.75...
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  • largest ETFs, which passively track stock market indices, have annual expense ratios as low as 0.03% of the amount invested, although specialty ETFs can...
    75 KB (7,902 words) - 14:40, 9 July 2024
  • Street started the Gold MiniShares (NYSE Arca: GLDM) Trust with a lower expense ratio of 0.18% and a lower NAV at one-hundredth the price of an ounce of gold...
    5 KB (522 words) - 08:46, 22 May 2024
  • divided by the total interest expense. Times-Interest-Earned = ⁠EBIT or EBITDA/Interest Expense⁠ When the interest coverage ratio is smaller than one, the...
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  • political party ER, abbreviation of exchange rate ER, abbreviation of expense ratio Er (Cyrillic) (Р / р), a letter of the Cyrillic alphabet corresponding...
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  • rate, a notational interest rate Average earnings ratio, in stocks Administrative expense ratio, a ratio of general and administrative expenses to total...
    2 KB (330 words) - 00:43, 28 April 2024
  • debt-to-income ratio of 28/36, then to qualify a borrower for a mortgage, the lender would go through the following process to determine what expense levels they...
    8 KB (929 words) - 14:11, 24 May 2024
  • Agricultural Mortgage Corporation Annual Management Charge see Total expense ratio Asset management company Actively managed certificates, a type of exchange-traded...
    5 KB (622 words) - 10:58, 1 June 2024
  • with Mrs. B and her progeny. They buy brilliantly, they operate at expense ratios competitors don’t even dream about, and they then pass on to their customers...
    7 KB (668 words) - 15:51, 7 June 2024
  • The debt service coverage ratio (DSCR), also known as "debt coverage ratio" (DCR), is a financial metric used to assess an entity's ability to generate...
    13 KB (1,887 words) - 13:39, 11 June 2024
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    combined ratio (the sum of the loss ratio and the expense ratio), whereas overall reserve increases can worsen the accident year combined ratio. The combined...
    79 KB (8,640 words) - 16:45, 17 July 2024
  • Wiktionary, the free dictionary. Mer or MER may refer to: Management expense ratio Market exchange rate Merrill Lynch's former NYSE stock symbol Francis...
    3 KB (467 words) - 08:03, 15 May 2024
  • spoken in Brazil Tertiary Entrance Rank, an Australian score Total expense ratio of investment fund Transport express régional, of the French rail network...
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