Jan 7, 2008 #1 H hogtied Recycles dryer sheets Joined Mar 18, 2007 Messages 121 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.
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.
Jan 7, 2008 #2 OP OP H hogtied Recycles dryer sheets Joined Mar 18, 2007 Messages 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
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
Jan 7, 2008 #3 REWahoo Give me a museum and I'll fill it. (Picasso) Give Joined Jun 30, 2002 Messages 50,041 Location Texas: No Country for Old Men 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.
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.
Jan 7, 2008 #4 OP OP H hogtied Recycles dryer sheets Joined Mar 18, 2007 Messages 121 Thanks REWahoo.