Tag: expense ratio

Businessman in office talking on phone

When David Marotta is investing his clients’ money in mutual funds, he scrutinizes the fees. To demonstrate why fees are so important, Marotta charted the fees and 10-year returns for dozens of index funds in the Standard & Poor’s 500 family. Since these funds all track the same index and their performance is roughly t…

Art of Dice that spell out the word

It’s smart to invest retirement savings in mutual funds that charge very low fees for one simple reason: the worker keeps more of his money and hands over less to Wall Street. But in a study of people in their 50s and 60s who have retired or otherwise left federal employment, the people with t…