Jun 20, 2025 · The annual expense ratio is a fund's recurring management fees as a percentage of a its assets. It shows what it costs the investment firm to operate the fund. The expense …

Jul 20, 2020 · Is there a simple way to calculate weighted expense ratios of a portfolio? For example, if one wanted to compare a target retirement fund with an expense ratio of 0.46% …

Jan 31, 2016 · Re: Calculating expense ratio with multiple funds by LadyGeek » Sun Jan 31, 2016 7:14 pm ^^^ We posted at the same time. Here's what Aptenodytes means: Welcome! You …

Jan 13, 2017 · The expense ratio, however, is predictive. It tells you how much of your money will be spent going forward. You can demonstrate that a lower expense ratio mathematically …

Apr 17, 2015 · Re: Calculating expense ratio by nolesrule » Fri Apr 17, 2015 11:16 pm You can't just sum the ratios. They aren't additive. You'd need to multiply each fund balance by its …

Dec 12, 2019 · Re: Does yield include expense ratio? by David Jay » Tue Jul 27, 2021 12:03 am Others on Bogleheads have suggested that 30 day SEC yield is probably the best way to …

Mar 12, 2023 · For example, to calculate the effect of expense ratio on time to retirement, could one simply plug in a 1% greater "Annual return on investment" in this Early Retirement …

How to calculate expense ratio? by bogleky » Mon Sep 14, 2020 5:52 pm This is my first post - I have learned so much from this board, thanks to all for sharing your wisdom. I'm a nerd, and …

Oct 28, 2024 · VTIIX (5.78 portfolio weight, .13 expense ratio) What's the best way to calculate the total expense ratio for the entire fund that I will incur if I invest in VASGX?

Sep 6, 2012 · The expense ratio is either an after the fact calculation summarizing fund expenses for a year or an estimate of fund expenses for a future year. To express that as a ratio you …