Figuring overall portfolio expense?
 01-07-2008, 08:10 PM #1 Recycles dryer sheets   Join Date: Mar 2007 Posts: 121 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
 01-07-2008, 08:15 PM #2 Recycles dryer sheets   Join Date: Mar 2007 Posts: 121 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 __________________ __________________
 01-07-2008, 08:32 PM #3 Give me a museum and I'll fill it. (Picasso) Give me a forum ...   Join Date: Jun 2002 Location: Texas Hill Country Posts: 42,130 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. __________________ Numbers is hard When I hit 70, it hit back Retired in 2005 at age 58, no pension
 01-07-2008, 10:41 PM #4 Recycles dryer sheets   Join Date: Mar 2007 Posts: 121 Thanks REWahoo. __________________

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