The average net expense ratio––presented as a weighted average––represents the percentage of fund assets, net of reimbursements, used to pay for operating expenses and management fees, including ...

Discover how the Investment Income Ratio evaluates insurance profitability through net income vs. premiums. Learn its benefits and calculation methods.

Cost efficiency is a key component of investment success by Vanguard. The firm was founded by John C. Bogle in 1975 and its structure enables it to pass on cost savings to investors. This approach is ...

No other asset class has come close to matching the average annual return of stocks over the long run. Exchange-traded funds (ETFs) can provide instant diversification or concentration with the simple ...

The average gross expense ratio––presented as a weighted average––represents the percentage of fund assets used to pay for operating expenses and management fees, including administrative fees, and ...

While the advent and proliferation of the internet in the mid-1990s is credited with opening new doors for corporate America, it also paved the way for the rise of the retail investor. Prior to the ...

Exchange-traded funds (ETFs) and mutual funds both come with ongoing costs, but not all investors will understand exactly how these costs are calculated. A fund’s expense ratio is simply the annual ...

Retail investors are accounting for a larger percentage of equities trading volume on Wall Street -- and online brokers are taking notice. Though retail investors frequently gravitate to high-growth, ...