Total Expense Ratio

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Total Expense Ratio

A measure of an investment fund's costs of operation as a percentage of its total assets. It is calculated by dividing the fund's total costs by its total assets. As the total costs include things like management fees and commissions, the total expense ratio is important to determining the actual return on a fund. For example, a mutual fund may have a 10% return per year, which is quite high; however, if the total expense ratio is 8%, this means that shareholders only receive 2% of the return. It is also called the management expense ratio or simply the expense ratio.

Total Expense Ratio

The ratio of total housing expense to borrower income.

This ratio is used (along with other factors) in qualifying borrowers. See Qualification/Meeting Income Requirements/Expense Ratios.
References in periodicals archive ?
The individual health policies had the lowest medical expense ratios, and the lowest health care expenses per enrollee per month.
The new fund offers two low-cost share classes--investor shares and admiral shares--featuring expense ratios below the core bond fund category average expense ratio of 0.
The expense ratios that 401(k) participants incur for investing in mutual funds have declined substantially since 2000.
When you add in the increased efficiency afforded by the Internet, it should be no surprise that expense ratios have been dropping in recent years, providing a bit of good news for beleaguered investors.
The average expense ratios of stock funds and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted basis, according to research published recently by the Investment Company Institute.
Vanguard has set up introduced seven bond index funds with ETF Shares featuring expense ratios of 0.
In this article, we examine how the policy-year structures of expense ratios and surrender rates affect the distributions of policy reserves.
He added that with expense ratios that now run from nine to 29 basis points, the expense reductions on the six equity index funds average more than 50%.
Data from Callahan & Associates' "First Look" program showed that while credit union operating expenses have increased from last year, operating expense ratios have declined.
This hides the underlying expense ratios of the annuities.
Expense ratios vary widely and directly impact your return.
2]: There is no significant difference in performance between funds with high expense ratios and those with low expense ratios.