Tag: Fees

Mutual Fund Fees Remained Steady in 2009

The average expense ratios of stock and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted basis, according to research by the Investment Company Institute.

High Court Sides with Investors in Fee Case

The U.S. Supreme Court has ordered a federal appellate court to take another look at its ruling that mutual fund managers can only be held liable for charging allegedly excessive fees if fraud is involved.

IMHO: Court “Case”

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you pay, it’s what you get for what you pay.

IMHO: Income Tacts

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.