Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses

Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses, Journal of Wealth Management, Vol. 22, No.1, (Summer 2019), pp.49-55.

Posted: 26 Sep 2019

See all articles by John A. Haslem

John A. Haslem

University of Maryland - Robert H. Smith School of Business; University of Maryland - Robert H. Smith School of Business

Multiple version iconThere are 2 versions of this paper

Date Written: April 11, 2019

Abstract

This study provides mutual fund shareholders with a normative listing of transparent and traditionally opaque fees and expenses designed for most all funds. The most likely next step, if any, would be for a few "stewardship funds" to adopt the normative listing of transparent and traditionally opaque fees and expenses and attach to each its percentage cost to total net assets, if any. This analysis is needed, for one reason, because a large percentage of individual investors, especially those with low financial literacy, are unaware of the existence of traditionally opaque fund fees and expenses, no less their percentage costs.

Suggested Citation

Haslem, John A. and Haslem, John A., Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses (April 11, 2019). Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses, Journal of Wealth Management, Vol. 22, No.1, (Summer 2019), pp.49-55., Available at SSRN: https://ssrn.com/abstract=3370581

John A. Haslem (Contact Author)

University of Maryland - Robert H. Smith School of Business ( email )

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University of Maryland - Robert H. Smith School of Business ( email )

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United States
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