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Figuring overall portfolio expense?
Old 01-07-2008, 08:10 PM   #1
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Figuring overall portfolio expense?

I need to know how to figure my overall portfolio expense.
I have 6 funds in portfolio.

fund % of portfolio expense (%)
9 .24
9 .24
55 .86
11 .40
11 .51
5 .26

Thanks for the help.
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try again
Old 01-07-2008, 08:15 PM   #2
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try again

sorry the columns did not line up properly. try this:
fund % of portfolio - expense

9 -.24
9 - .24
55 - .86
11 - .40
11 - .51
5 - .26
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Old 01-07-2008, 08:32 PM   #3
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Multiply the fund % by the expense for each fund and then add up all the results to get the overall expense.

Example: 55% x .86 = 0.473

Looks like you will end up with something around 0.6.
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Old 01-07-2008, 10:41 PM   #4
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Thanks REWahoo.
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