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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.

  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


    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.