Assessing Mutual Fund Expenses and Transaction Costs

2006 ◽  
Author(s):  
John A. Haslem
Keyword(s):  
Transaction Costs ◽  
Mutual Fund ◽  
Mutual Fund Expenses

Assessing Mutual Fund Expenses and Transaction Costs

2006 ◽  
Vol 15 (3) ◽  
pp. 52-56 ◽  
Author(s):  
John A. Haslem
Keyword(s):  
Transaction Costs ◽  
Mutual Fund ◽  
Mutual Fund Expenses

Mutual Fund Arbitrage and Transaction Costs

2009 ◽  
Vol 18 (2) ◽  
pp. 57-61 ◽  
Author(s):  
John A Haslem
Keyword(s):  
Transaction Costs ◽  
Mutual Fund

Mutual fund expenses: Evidence on the effect of distribution channels

2006 ◽  
Vol 11 (1) ◽  
pp. 17-29 ◽  
Author(s):  
Mari Korpela ◽  
Vesa Puttonen
Keyword(s):  
Mutual Fund ◽  
Distribution Channels ◽  
Mutual Fund Expenses

Are Mutual Fund Expenses Too High? A Commentary

2004 ◽  
Vol 13 (2) ◽  
pp. 8-12 ◽  
Author(s):  
John A. Haslem
Keyword(s):  
Mutual Fund ◽  
Mutual Fund Expenses

scholarly journals The Use and Abuse of Mutual Fund Expenses

2006 ◽  
Author(s):  
Todd Houge ◽  
Jay W. Wellman
Keyword(s):  
Mutual Fund ◽  
Mutual Fund Expenses

Excessive Mutual Fund Expenses: Not the Complete Story

2005 ◽  
Author(s):  
John A. Haslem ◽  
David M. Smith ◽  
H. Kent Baker
Keyword(s):  
Mutual Fund ◽  
Mutual Fund Expenses ◽  
Complete Story

scholarly journals Why Do Mutual Fund Expenses Matter?

2011 ◽  
Author(s):  
David Nanigian
Keyword(s):  
Mutual Fund ◽  
Mutual Fund Expenses

THE COMBINED IMPACT OF EXPENSE RATIOS, INVESTMENT HORIZON, AND TRANSACTION COSTS ON MUTUAL FUND RETURNS: AN EMPIRICAL EXAMINATION

1985 ◽  
Vol 20 (3) ◽  
pp. 117-117
Author(s):  
E. Theodore Veit ◽  
Jeff Madura ◽  
John M. Cheney
Keyword(s):  
Transaction Costs ◽  
Mutual Fund ◽  
Investment Horizon ◽  
Empirical Examination ◽  
Combined Impact

Effects of Market Segmentation and Bank Concentration on Mutual Fund Expenses and Returns: Evidence from Finland

2004 ◽  
Vol 10 (3) ◽  
pp. 413-438 ◽  
Author(s):  
Timo P. Korkeamaki ◽  
Thomas I. Smythe
Keyword(s):  
Market Segmentation ◽  
Mutual Fund ◽  
Mutual Fund Expenses ◽  
Bank Concentration

The Total Expense Ratio: The Reality of Distribution Fees—“Behind the Mutual Fund Curtain”

2018 ◽  
Keyword(s):  
Transaction Costs ◽  
Mutual Fund ◽  
Revenue Sharing ◽  
Status Quo ◽  
Independent Directors ◽  
Expense Ratio ◽  
Management Fees ◽  
Strong Action ◽  
Fund Industry ◽  
To Receive

This study uses the portion of a new Total Expense Ratio construct that discloses the reality of adviser/distributor payments of hidden distribution fees to sales brokers “behind the mutual fund curtain.” Distribution fees consist of dealer (broker) concessions, account servicing (12b-1 fees), types of revenue sharing payments, and soft-dollar trades. Distribution fees are one of four categories in the Total Expense Ratio, the others being (1) management fees, (2) “other” expenses, and (3) transaction costs. Adoption of the complete Total Expense Ratio with normative transparency of disclosure followed by prohibition of 12b-1 fees, revenue sharing payments, and soft-dollar trading requires strong action by fund independent directors, the fund industry, and most importantly, by Congress and the SEC. Only a few fund advisers are likely to join in this effort to change their very profitable status quo. However, as the article maintains, fund shareholders deserve to receive their “fiduciary protections” under the law and the TER may be useful in this regard.

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