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 ?
In keeping with Vanguard's low-cost philosophy, the three new ETFs have low total expense ratios.
This translates over the next three to five years into a 'conservative' 3%+ increase in cost/income ratios correlated to a 2%+ uplift in total expense ratios (assuming profit pools remain at current levels).
The tight tracking errors combined with some of the lowest total expense ratios in the industry, enables the funds to achieve S&P AAA ratings.
Although today given that the annual Total Expense Ratios (TER) have come down on average to 37 bps for equity ETFs, they are embraced as a tool for core holdings, strategic holdings, tactical asset allocation and building blocks in fund of funds and multi-asset class strategies.
We are confident that these funds have among the lowest total expense ratios in their peer groups.
The total expense ratios of ETFs replicating equity indices range from a low of 0.
Annual charges are obvious enough but total expense ratios are not as well known.
In all Morningstar 529 categories, average total expense ratios are lower in 2013 than they were in 2011.
However, higher charges - either annual management charges or total expense ratios - do not seem to upset many of my clients who have enjoyed significant outperformance from most fund of funds over the last few years.
The initial share class offered for each fund is an institutional class with total expense ratios capped at 1.
The problem, which came to light during a review carried out last October, relates to the so-called total expense ratios (TERs) which cover administration, service, audit and regulatory fees.

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