PortTER — What Is It?
The annual cost of managing a fund, expressed as a percentage of the investment's value.
Explanation
You don't pay it separately — it's deducted from the fund's performance, so it can be invisible. That makes it even more important to check, because it's the only number in the entire statement that you know for sure in advance. No one knows future returns.
Over a long horizon, differences that seem minor become significant. The cost applies every year and to an increasingly larger capital base.
Example
Over 20 years with 7% annual returns, a fund costing 0.07% leaves about 12% more capital than an identical fund costing 0.45%.
Related Terms
See TER Live
Portevo displays this and dozens of other metrics for specific companies, along with an earnings calendar and your portfolio.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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