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Expense ratio

The annual fee a fund charges, as a percentage of assets.

Also known as: Expense ratios, Net expense ratio, MER

In detail

The expense ratio is the yearly cost of owning a fund, expressed as a percentage of assets. It is deducted from returns, so lower is generally better for long-term holders.

Where you’ll see this

Synoptiv annotates this term wherever it appears in a stock analysis. Browse analyzed stocks to see it in context.

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