Be Wary of Fees’ Dam­ag­ing E ects

Financial Planning - - FINANCIAL-PLANNING.COM -

When the mar­kets are strong, it’s easy for clients to lose sight of the im­por­tance of ex­penses. Con­scious of the dam­ag­ing ef­fects of fees, we re­searched funds that of­fer solid per­for­mance at a low price. We col­lected all the funds with more than $1 bil­lion in as­sets and ex­pense ra­tios of 10 ba­sis points or less. Then we ranked them on their 10-year an­nu­al­ized re­turns. Type the link into your browser to see how these funds stack up:­frk

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