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Generally, unlike future performance, expenses are predictable. Funds with high expense ratios tend to continue to have high expense ratios. An investor can examine a fund's "Financial Highlights" which is contained in both the periodic financial reports and the fund's prospectus, and determine a fund's expense ratio over the last five years (if the fund has five years of history).
For example, if you made a one-time investment of $10,000 in a fund with a 1 percent expense ratio and earned the market’s average return of 10 percent annually over 20 years, it would cost you ...
The efficiency ratio indicates the expenses as a percentage of revenue (expenses / revenue), with a few variations – it is essentially how much a corporation or individual spends to make a dollar; entities are supposed to attempt minimizing efficiency ratios (reducing expenses and increasing earnings). The concept typically applies to banks.
Several templates and tools are available to assist in formatting, such as reFill (documentation) and Citation bot (documentation). ( August 2022 ) ( Learn how and when to remove this message ) In insurance , incurred but not reported ( IBNR ) claims is the amount owed by an insurer to all valid claimants who have had a covered loss but have ...
If your employees are starting to travel more this year, make sure you have an effective travel and expense (or T&E) policy. A great travel and expense policy outlines how employee expenses for ...
For the same project, the range of uncertainty about the total estimate decreases over time, as illustrated in the cone of uncertainty diagram. High-quality cost estimates can be produced by following a rigor of 12 steps [17] outlined by the U.S. GAO. Detailed documentation is recommended to accompany the estimate. “The documentation ...
It’s also important to note that while most final expense policies offer fixed rates, not all do. For instance, Globe Life’s final expense insurance has premiums that increase over time. This ...
The total expense ratio (TER) is a measure of the total cost of a fund to an investor. Total costs may include various fees (purchase, redemption, auditing) and other expenses. The TER, calculated by dividing the total annual cost by the fund's total assets averaged over that year, is denoted as a percentage. It will normally vary somewhat from ...