Table of Contents
Which mutual fund has the highest expense ratio?
ETFs (Exchange Traded Funds)
| Name | Ticker | Annual Report Gross Expense Ratio |
|---|---|---|
| ProShares Ultra High Yield | UJB | 5.91 |
| JPMorgan Diversified Return Glbl Eq ETF | JPGE | 5.19 |
| ProShares Merger | MRGR | 4.94 |
| United States Copper Index | CPER | 4.76 |
What expense ratio is too high for index funds?
2\% is considered a low fee and anything over 1\% is high, according to many experts. The higher the expense ratio, the more it’ll eat into your returns. Before investing, check the fees. One of the most important factors that affect the expense ratio of a fund is whether it’s actively or passively managed.
What is higher expense ratio?
Expense ratio indicates the percentage of sales to the total individual expense or a group of costs. A lower rate means more profitability and a higher rate means lower profits.
Is a high expense ratio bad?
High expense ratios can drastically reduce your potential returns over the long term, making it imperative for long-term investors to select mutual funds and ETFs with reasonable expense ratios.
Which mutual fund has the highest return?
Best-performing U.S. equity mutual funds
| Fund | Symbol | 3-year return |
|---|---|---|
| Fidelity Series Growth Company | FCGSX | 31.19\% |
| Fidelity Series Blue Chip Growth | FSBDX | 30.45\% |
| American Century Focused Dynamic Gr Inv | ACFOX | 30.08\% |
| Fidelity Growth Company K | FGCKX | 29.95\% |
Which mutual fund is best to invest?
The table below shows the best equity funds:
| Mutual fund | 5 Yr. Returns | Min. Investment |
|---|---|---|
| ICICI Prudential Technology Fund | 34.27\% | ₹5000 |
| Aditya Birla Sun Life Digital India Fund – Growth-Direct Plan | 34.5\% | ₹1000 |
| TATA Digital India Fund DIRECT Plan Growth | 36.41\% | ₹5000 |
| SBI Technology Opportunities Fund – Direct Plan – Growth | 31.03\% | ₹5000 |
What is a good mutual fund expense ratio?
A good expense ratio, from the investor’s viewpoint, is around 0.5\% to 0.75\% for an actively managed portfolio. An expense ratio greater than 1.5\% is considered high. The expense ratio for mutual funds is typically higher than expense ratios for ETFs.
Why would an investor choose the higher cost fund?
Some funds with higher expense ratios may be justified if they consistently outperform and continue to outperform other funds with lower expense ratios. Consistently outperforming is a rarity in the investment world. Additionally, higher returns are never guaranteed, but a lower expense ratio can be.
Are high expense ratios worth it?
A reasonable expense ratio for an actively managed portfolio is about 0.5\% to 0.75\%, while an expense ratio greater than 1.5\% is typically considered high these days. For passive or index funds, the typical ratio is about 0.2\% but can be as low as 0.02\% or less in some cases.
Which is best for mutual fund?
The table below shows the best equity funds:
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| ICICI Prudential Technology Fund | 34.27\% | 45.16\% |
| Aditya Birla Sun Life Digital India Fund – Growth-Direct Plan | 34.5\% | 44.93\% |
| TATA Digital India Fund DIRECT Plan Growth | 36.41\% | 44.38\% |
| SBI Technology Opportunities Fund – Direct Plan – Growth | 31.03\% | 41.21\% |
Which is best mutual fund?