Below you will find example sentences with "expense ratio". The examples show how this phrase is used in natural context and which words often surround it.
Expense Ratio in a sentence
Corpus data
- Displayed example sentences: 20
- Discovered as a combination around: expense
- Corpus frequency in the collocation scan: 11
- Phrase length: 2 words
- Average sentence length: 19.7 words
Sentence profile
- Phrase position: 8 start, 9 middle, 3 end
- Sentence types: 20 statements, 0 questions, 0 exclamations
Corpus analysis
- The phrase "expense ratio" has 2 words and usually appears in the middle in these examples. The average sentence has 19.7 words and is mostly made up of statements.
- Around this phrase, patterns and context words such as 27 5 expense ratio, 75 net expense ratio figure 1, fund, points and etf stand out.
- In the phrase index, this combination connects with interest expense, payout ratio, compression ratio, compensation expense and operating expense, linking the page to nearby combinations.
Example types with expense ratio
This selection groups the examples by length and sentence type, making usage of the full phrase easier to scan:
It charges a 2.89% net expense ratio. (8 words)
It charges a reasonable management expense ratio of 0.61%. (10 words)
The fund charges a 1.75% net expense ratio (Figure 1). (11 words)
An expense ratio of 0.81% is reasonable for an ETF that uses a dynamic long/flat strategy for commodities; especially since this bore fruit in the form of a much less volatile fund with highly competitive returns. (38 words)
With 31 holdings, and an expense ratio of 0.75%tracks companies in the “travel technology business” that use the Internet for travel services such as bookings, ride-sharing, price comparisons and travel advice. (34 words)
So it's not the first quarter where expenses can go down a little bit, or we have quarters where they may be higher than the typical 27% to 27.5% expense ratio. (33 words)
Example sentences (20)
The expense ratio increased 0.8 points primarily due to a 0.7 points increase in the GOE ratio and 0.1 points increase in the acquisition ratio.
An expense ratio of 0.81% is reasonable for an ETF that uses a dynamic long/flat strategy for commodities; especially since this bore fruit in the form of a much less volatile fund with highly competitive returns.
Beating SPY double digit doesn’t come passively, hence the higher expense ratio.
In fact, for a long-term investing horizon, such an expense ratio can hurt overall returns rather noticeably.
It charges a 2.89% net expense ratio.
Secondly, suppose because of outperformance, the fund gets more AUMs, then the expense ratio falls when the fund moves to the next AUM slab.
So it's not the first quarter where expenses can go down a little bit, or we have quarters where they may be higher than the typical 27% to 27.5% expense ratio.
Such difference in expense ratio enables direct plans to generate higher return over the long term, due to compounding effect.
The ETF itself is not particularly compelling to me with its high expense ratio of 0.60% and easily replicable portfolio where top stocks account for most weight.
The expense ratio is listed at 1.37% according to data as at the end of 2022.
The fund charges a 1.75% net expense ratio (Figure 1).
The fund’s adjusted expense ratio is 0.51% and its total assets under management are $90.1 billion.
The fund's expense ratio isn't overly high relative to other CEFs.
The fund's expense ratio under 1% is rare in the closed-end fund space.
For funds with multiple classes, the lowest expense ratio class is provided.
In addition, Fidelity offers a line of zero expense ratio mutual funds and a collection of zero-minimum- investment index mutual funds.
It charges a reasonable management expense ratio of 0.61%.
SMH also ties for the lowest expense ratio of ETFs examined at 0.35%.
The ETF invests in 44 lithium miners and producers with an expense ratio of 0.47%.
With 31 holdings, and an expense ratio of 0.75%tracks companies in the “travel technology business” that use the Internet for travel services such as bookings, ride-sharing, price comparisons and travel advice.