Expense Limit

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Dictionary Says

Definition of 'Expense Limit'

A limit placed on the operating expenses incurred by a mutual fund. The expense limit is expressed as a percentage of the fund's average net assets and represents a cap to the fees a shareholder may be charged.
Investopedia Says

Investopedia explains 'Expense Limit'

Expense limits are often voluntarily placed on a fund by its manager. The addition of an expense limit can make a fund more attractive, as investors are fully aware of the maximum percentage they may be charged. With an expense limit, fees will never be above the stated percentage; however, the fund may charge under the stated limit. Funds that use an expense limit are referred to as capped funds, since the limit caps the fees that shareholders can be charged.
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'Expense Limit'

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    ... Your Portfolio and Why Country Funds Are So Risky.) Small Cap Small-cap funds also
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  • Intro To Insurance: Health Insurance | Investopedia

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    ... of to the stop-loss limit is to limit the out-of-pocket costs for the insured
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    ... For example, if you earn $2,000 per month and have a mortgage expense of $400, taxes ...
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  • How To Cure An Ailing 401(k)

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    ... employer-sponsored retirement plans would be forced to reveal their annual expenses
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    ... Unlike credit cards, charge cards do not have a monthly spending limit. ... If your account
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  • Payroll Deductions Pay Off

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    ... send the kids to day camp and get the benefit of paying that expense with pretax ...
    earns less than this (say, $2,000 a year) then the contribution limit would be ...

  • Mutual Fund Or ETF: Which Is Right For You?

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    ... mutual fund feeds, read Stop Paying High Fees.) Another expense that should ... Instead
    it offers shareholders "in-kind redemptions", which limit the possibility ...

  • The Lowdown On No-Load Mutual Funds

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    ... These funds allow investors to limit the fees they pay by cutting out the investment
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  • Commodities: Copper | Investopedia

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    ... If the limit is reached during the final half hour of trading, trading will ... a western
    lifestyle, the need for copper will likely increase at the expense of a ...

  • Top Ways To Invest Your Tax Refund - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0410/Top-Ways-To-Invest-Your-Tax-Refund.aspx
    ... of $10,000, and all deposits are insured by the FDIC up to the regulated limit of
    $250,000. ... It has a low expense ratio (0.37%), no redemption or 12b-1 fees. ...

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