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2 Resources for

expense ratio

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Mutual Fund Fees Jump 5 Percent
While you wait for your portfolio to climb out of the basement, fund companies are siphoning off a bigger share of your cash. An exclusive analysis for MoneyWatch.com by investment...
Tags: Charles Schwab & Co. Inc., Fund, Fee, Morningstar Inc., Mutual Fund, The Vanguard Group Inc., Stock Fund, MoneyWatch, Allan Roth, Mutual Funds, Retirement Plans, Investment, Asset Management, Performance Management, Human Resources, Benefits, Finance, Operational Planning, Business Operations, Workforce Management, Putnam, Schwab, Fidelity, Vanguard, Expense Ratio, Morningstar
Articles 2009-08-17
Asset Allocation Funds: 6 Picks
Managers of tactical asset allocation mutual funds can invest in everything from stocks to commodities, moving money out of one asset category and into another whenever they want. They?re supposed to buffer you against collapsing markets while offering growth potential. It all sounds great in theory. But in the real...
Tags: Asset, Fund, Morningstar Inc., Stock, Tax, Allocation, Asset Allocation, MoneyWatch, No-load T. Rowe Price Balanced, Asset Management, Investment, Financial Services, Operational Planning, Finance, Business Operations, Tactical Asset Allocation Fund, T. Rowe Price Balanced, First Eagle Global, Ivy Asset Strategy, Morningstar, Black Rock Global Allocation A, Leuthold Core Investment, Loomis Sayles Global Markets, Expense Ratio, Mutual Funds, Nate Hardcastle
Articles 2009-11-03

Additional Resources

Loss and loss-adjustment expense ratio, five-year average.(insurance industry)(Brief Article)(Illustration)
Loss and Loss-Adjustment Expense Ratio, Five-Year Average State Farm Group 84.8 Amer Intl Group Inc. 79.6 Allstate Ins Group 73.7 St. Paul Travelers Cos ...
Tags: FINANCE, Insurance, State Farm Mutual Automobile Insurance Co.
Research articles 2005-08-01
Highs and lows; Ranking stock funds by expense ratio.(Brief Article)(Statistical Data Included)
AGGRESSIVE GROWTH EXPENSE 1-YEAR ASSETS FUND ...
Tags: Merrill Lynch & Co. Inc., stock, stock fund
Research articles 1999-11-01
Mutual fund investors may incur higher fees; New expense data show a mixed bag.(News)
Byline: David Hoffman NEW YORK - While a growing number of mutual funds are cutting expenses, the average shareholder actually may be paying more to invest in mutual funds. The asset-weighted average total expense ratio, which...
Tags: asset, investor, Lipper Inc., mutual fund
Research articles 2006-03-06
Barclays Global Investors Announces Launch Date and Expense Ratios of First U.S.-Listed Fixed Income Exchange-Traded Funds
Business Editors Barclays Global Investors BGI announced today that four iShares bond ETFs are scheduled to begin trading on the American Stock Exchange on July 26, 2002, and the funds' expense ratios will be 0.15%, beating the average expense ratio of 0.39% of bond index mutual funds(1). The four...
Tags: bond, FINANCE, Goldman Sachs Group Inc., Investment, investor, Lehman Brothers Inc., ticker
Research articles 2002-06-26
Mutual Fund Expense Ratios: How High Is Too High?
This paper derives a quantitative means for determining the highest expense ratio a particular mutual fund can have. This is so that its prospective inclusion in a portfolio is expected to increase the portfolio's risk-adjusted returns. The approach provides a useful decision aid to assist in assembling portfolios of mutual...
Tags: Mutual Fund, Portfolio, Eric E. Haas, Mutual Funds, Retirement Plans, Investment, Human Resources, Benefits, Finance
White papers 2003-11-14
Texas and Oklahoma ETFs Slash Expense Ratios
Michael Johnston submits: Oklahoma City-based Geary Advisors, LLC announced today that they are in the process of reducing the fund fees for their two state-specific ETFs, including the TXF Large Companies Exchange-Traded Fund TXF and the Oklahoma Exchange-Traded Fund OOK. When these ETFs were initially launched (OOK in late October...
Tags: ETF, Michael Johnston
External links 2009-11-18
Higher Yield, Safe Returns: Best Investment Bets
Money-market funds are now paying next to nothing. Boost your returns by moving some cash into higher-yielding but still relatively safe dividend stocks or bond funds. Here are five stocks and five funds that we like. ...
Tags: Bond, Stock, Dividend, Yield, MoneyWatch, Money-market Fund, Josh Peters, Financial Planning, Personal Finance, Financial Accounting, Investment, Finance, CD, Bond fund, GNMA, Ginnie Mae, Municipal bond, Muni, Dividends, Payout Ratio, Nate Hardcastle
Articles 2009-08-13
FPIC Insurance Group Inc. Q2 2009 Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions. Your first question comes from Paul Newsome – Sandler O'Neill and Company. Paul Newsome – Sandler O'Neil & Partners I wanted to ask about the expense ratio and it seems to be ticking up. I would imagine that's ticking up in...
Tags: Recovery, Call Transcript, Earnings, Expense, Ratio, FPIC Insurance Group Inc., Seeking Alpha
Earnings calls 2009-08-06
Are Mutual Fund Expenses Really Falling?
The Investment Company Institute ICI -- the mutual fund industry's trade group -- just published a new research paper examining mutual fund expenses. Their conclusion? "Mutual fund fees and expenses fell to their lowest levels in more than a quarter century in 2008." It sounds wonderful, of course. But it's...
Tags: Fund, Investment Company Institute, Mutual Fund, Equity, Ratio, Mutual Funds, Retirement Plans, Investment, Sales Strategy, Human Resources, Benefits, Finance, Sales, Patrick McDevitt
Blog posts 2009-05-25
First Mercury Financial Corporation. Q1 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you, sir. Operator Instructions. And we start our first question from the line of Mark Lane of William Blair and company. Hello Mr. Lane. Mark Lane - William Blair and company First on the loss side, why given the pricing pressure and the rapid growth in...
Tags: First Mercury Financial Corp.
Earnings calls 2008-05-16
National Interstate Corporation Q4 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from the line of John Gen. Please proceed. John Gen Dave or Julie, looking forward at the tax rate should we pivot off the full year rate or the fourth quarter rate or what’s your guidance on that? Julia McGraw...
Tags: National Interstate Corp.
Earnings calls 2008-02-19
Fremont Michigan Insuracorp: Taking Great Steps in the Right Direction
Harry Long submits: In my last article on Fremont (FMMH.OB), I wrote that "The proof of the pudding in terms of management's serious about shareholder interests will be if we see significant progress on the expense ratio front next quarter and beyond and a move to expand to other states."...
Tags: Ratio, Seeking Alpha, Harry Long, Financial Accounting, Finance, Financial
External links 2008-11-11
National Intestate Corp. Q4 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Eli Fleminger - Stifel Nicolaus. Eli Fleminger - Stifel Nicolaus Can you discuss the big drop-off in the expense ratio in the quarter? I know last quarter you attributed part of the increase, the expense ratio last quarter to growth...
Tags: Commission, Call Transcript, Earnings, Sales Force Management, Sales, Seeking Alpha, National Interstate Corp.
Earnings calls 2009-02-19
Long/Short Mutual Funds -- More Style than Substance
As a general rule, if someone recommends an investment product or strategy to you largely on the basis of its sophistication, your best move is to run in the opposite direction. That would seem to be an appropriate reaction to anyone attempting to convince you of the merits of a...
Tags: Fund, Stock, Mutual Funds, Investment, Retirement Plans, Asset Management, Human Resources, Benefits, Finance, Operational Planning, Business Operations, Nathan Hale
Blog posts 2009-10-26
Brown & Brown Inc. Q3 2007 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you, Mr. Brown. [Operator Instructions]. Now, we go first to Keith Walsh with Citi Keith Walsh - Citigroup Good morning everyone. J. Hyatt Brown - Chairman and Chief Executive Officer Hi Keith. Keith Walsh - Citigroup Hi, just...
Tags: Brown & Brown Inc.
Earnings calls 2007-10-24
Brown & Brown Inc. Q3 FY07 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you, Mr. Brown. [Operator Instructions]. Now, we go first to Keith Walsh with Citi Keith Walsh - Citigroup Good morning everyone. J. Hyatt Brown - Chairman and Chief Executive Officer Hi Keith. Keith Walsh - Citigroup Hi, just...
Tags: Brown & Brown Inc.
Earnings calls 2007-10-23
Adams Express: A Cheap Closed-End Fund
George Spritzer submits: Adams Express ADX is a closed end fund that can be used a good substitute for an S&P 500 Index fund. It seems very attractive at $12 or less. Here are some good features of ADX:Low expense ratio: The annual expense ratio of 0.44% is one...
Tags: ETF
External links 2008-08-19
Amerisafe, Inc. Q1 2008 Earnings Call Transcript
Question-and-Answer SessionOperator Thank you. Operator instructions And our next question comes from the line of Matt Carletti from Fox-Pitt Kelton. Please go ahead. Matt Carletti – Fox-Pitt Kelton Good morning, guys. Allen Bradley Good morning, Matt. Matt Carletti – Fox-Pitt Kelton Couple of questions....
Tags: Amerisafe Inc.
Earnings calls 2008-05-02
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