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Fees Increase as Your Assets Decrease

An article in a local paper here in Atlanta, 'Investors likely to face higher mutual fund fees" by Eileen Ambrose in which Ambrose details what Jeff Tjornehoj, a senior research analyst at Lipper, Inc, estimates that the average equity mutual will increase its expense ratio by .10%.

These increases are because mutual funds have actually dollar costs, many being fixed cost.  They then set fees according to their assets under management.  So as their total portfolio values drop due to their investing and investors it mass pull money out of these funds, the fees no longer are adequate.

This is why we will see increases among to most damaged mutual funds.  International funds may be among the largest category to increase its fees.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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