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Subject:  Re: .26% Expense Ratio Date:  4/15/2013  5:49 PM
Author:  intercst Number:  72051 of 97411

mstrlucky74 asks,

One of my funds that I am invested in is JIB Capital Preservation Fund and it has a .25% expense ratio. It only makes up 11% of all my investments but should I even own something with this high of an E/R? Thanks


Depends on your access to a similar mutual fund with a lower expense ratio. (Perhaps a Vanguard fund with the same investment objectives.)

In a world where Wall Street and insurance companies are looking to take 2.00% or more of your wealth each year in fees and costs, 0.25% doesn't look too bad.

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