Mutual Fund Fees and Expenses

Smith, David

Abstract

References (33)

Mutual Fund Fees and Expenses

David M. Smith

State University of New York at Albany - School of Business

March 12, 2009

A COMPANION TO MUTUAL FUNDS, John A. Haslem, ed., Forthcoming

Abstract:
The fees and expenses paid by mutual fund investors take multiple forms. Some charges are deducted from the fund’s value in clear view of the investor. For other charges the amount is disclosed yet they are deducted out of the investors’ sight. The magnitude of certain charges is essentially invisible to fund investors. The purpose of this chapter is to describe the various fee and expense categories associated with mutual funds, and their consequences for investors.

Keywords: Mutual Funds, Prices

JEL Classification: G23, P42

Accepted Paper Series

Date posted: June 5, 2009

Suggested Citation

Smith, David M., Mutual Fund Fees and Expenses (March 12, 2009). A COMPANION TO MUTUAL FUNDS, John A. Haslem, ed., Forthcoming. Available at SSRN: http://ssrn.com/abstract=1413931

Contact Information

David McNeil Smith (Contact Author)

State University of New York at Albany - School of Business ( email )

1400 Washington Ave.
Albany, NY 12222
United States

HOME PAGE: http://www.albany.edu/ciim