Unwrapping Fund Expenses: What are You Paying For?

Brian Jacobsen ()
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Brian Jacobsen: Wells Fargo Funds Management, LLC, Postal: 100 Heritage Reserve, Menomonee Falls, WI 53051, http://www.wellfargoadvantagefunds.com

Journal of Financial Transformation, 2010, vol. 30, 83-88

Abstract: It has become almost conventional wisdom that investors should avoid funds with high expense ratios. Like many nuggets of conventional wisdom, there is some truth, but many exceptions: some of the best funds come at the price of higher expense ratios. Financial planners need this type of evidence to justify selecting particular mutual funds that are appropriate for their clients, even if there are “lower cost alternatives” available.

Keywords: financial planning; mutual funds; expense ratios; loads; 12b-1; minimum efficient scale (search for similar items in EconPapers)
JEL-codes: G00 G11 G21 G24 (search for similar items in EconPapers)
Date: 2010
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Persistent link: https://EconPapers.repec.org/RePEc:ris:jofitr:1435

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