FAQ – Mutual Fund Investing

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What is the average cost ratio for funds?

This varies depending on the type of fund (stock, bond, money market or some kind of hybrid fund that contains some of each) and whether the fund is actively or passively managed. We’ll cover active and passive management in the seminar. According to the June 2014 Morningstar Mutual Fund Expense Ratio Trends, the average fund charges 1.25%, down from 1.28% in 2012 and off from a peak of 1.47% in 2003.

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