Investment Fund Expense Ratios Advisory

Investment Fund Expense Ratios Advisory

Monday, August 16, 2021

CONTACT Claire McHenry, Deputy Director
Phone 402-471-2171
Email Claire.mchenry@nebraska.gov

NDBF SHEDS LIGHT ON INVESTMENT FUND EXPENSE RATIOS

August 16, 2021 (LINCOLN, NE) — As part of its ongoing effort to raise investor awareness, the Nebraska Department of Banking and Finance (NDBF) today issued an advisory discussing the importance of paying attention to expense ratios when comparing mutual funds and exchange traded funds.
The advisory explains what expense ratios are; how they are calculated; how they are affected by a fund’s management style, investment strategy and portfolio size; and important considerations for investors.
“Expense ratios are an important element for investors to consider, along with a fund’s risk/return profile, when comparing funds,” NDBF Deputy Director Claire McHenry said.
The full advisory is available on the agency’s website here ndbf.nebraska.gov.
Before making any financial decisions, ask questions, do your homework, and contact the NDBF at 402-471-2171 for more information.

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