Mutual Fund Fees and Expenses

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

Posted: 5 Jun 2009

See all articles by David M. Smith

David M. Smith

State University of New York at Albany - School of Business

Date Written: March 12, 2009

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

Suggested Citation

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

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

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