TITLE

Falling, Falling, Falling…

PUB. DATE
September 2006
SOURCE
Journal of Financial Planning;Sep2006, Vol. 19 Issue 9, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article reports on the falling rates that investors must pay for their mutual funds. Although the expenses are not as low as they were in the early 1990s, the funds have seen a large increase in their assets. This is the second year in a row that the expenses have dropped. The percentages for a U.S. stock fund saw a drop in 2005 to 0.93 from 0.99 in 2004; for taxable bonds, the rates were 0.85 percent in 2005 compared to 0.90 in 2004; and in terms of general funds, the expenses were 0.91 percent in 2005 compared to 0.97 percent in 2004.
ACCESSION #
22334866

 

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