Search


Subscribe to AFM


Subscribe to AllFinancialMatters
by Email

All Financial Matters

Promote Your Page Too

The American's Creed

Site Sponsors

AFM in the Media


Money Magazine May 2008

Real Simple March 2008

Blogroll (Daily Reads)

« | Main | »

Mutual Fund Fees Jump

By JLP | August 20, 2009

My friend Allan Roth sent me a link to an article he wrote for Money Watch:

Mutual Fund Fees Jump 5 Percent

It’s an interesting article. Check it out.

Topics: Investing, Mutual Funds | 3 Comments »


3 Responses to “Mutual Fund Fees Jump”

  1. harm Says:
    August 20th, 2009 at 5:45 pm

    One other fund family to be wary of is TIAA-CREF,
    who has announced at least the possibility of an
    expense rate hike….even, if I was reading the
    mailing right, a 12b-1 fee(!) on several funds.
    grrrrrr

  2. david Says:
    August 22nd, 2009 at 3:45 am

    In my opinion it actually makes sense that fees would go up when the value of funds go down – as the fee is based upon the $ value of funds invested.

    If the value of the funds goes down 30% the fee goes down 30%. Thus, since fund balances are down, in order to make more money the fund company needs to raise the fee.

  3. Allan Roth Says:
    August 22nd, 2009 at 5:17 pm

    David.

    You are right in a sense but shouldn’t the industry share some of our pain and absorb some of the loss? I happen to think so but this is a judgement.