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Funds

Expense Ratio

Annual cost of owning a fund, expressed as a percentage of assets.

In depth

Charged automatically out of fund returns. Fees compound dramatically over time — a 1% expense ratio over 30 years can reduce ending wealth by 25%+. Index funds typically charge 0.03-0.20%; active funds 0.50-1.50%. Always check expense ratio before buying any fund.

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