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An expense ratio is the relationship of a fund’s total assets to other administrative and operating expenses. The expense ratio is taken from the fund’s gross return, cutting into potential profit ...

When evaluating mutual funds and ETFs, investors must also understand the difference between the net expense ratio and the gross expense ratio. The gross expense ratio represents the total annual ...

Retail management consultant John Matthews spoke at the 2025 Outstanding Independents Summit about the need for proactiveness. Small operators, and really convenience retailers of all sizes, need to ...

When it comes to investing, you've likely heard the arguments for putting your hard-earned money into exchange-traded funds (ETFs) or mutual funds to diversify your portfolio or to allocate more of ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Every business involves costs and ...

Understanding these fees is the key to mutual fund investing Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, taxes and mortgages.

Check both net and gross expense ratios when choosing funds; discounts may be temporary. Aim for funds with low expense ratios to enhance investment returns over time. Passively managed index funds ...