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Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses

John A. Haslem
The Journal of Wealth Management Summer 2019, 22 (1) 49-55; DOI: https://doi.org/10.3905/jwm.2019.1.069
John A. Haslem
is Professor Emeritus of Finance in the Robert Smith School of Business at the University of Maryland in College Park, MD
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Abstract

This article provides mutual fund shareholders with a normative listing of transparent and traditionally opaque fees and expenses designed for most all funds. The most likely next step, if any, would be for a few “stewardship funds” to adopt the normative listing of transparent and traditionally opaque fees and expenses and attach to each its percentage cost to total net assets, if any. This analysis is needed, for one reason, because a large percentage of individual investors, especially those with low financial literacy, are unaware of the existence of traditionally opaque fund fees and expenses, no less their percentage costs.

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The Journal of Wealth Management: 22 (1)
The Journal of Wealth Management
Vol. 22, Issue 1
Summer 2019
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Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses
John A. Haslem
The Journal of Wealth Management Apr 2019, 22 (1) 49-55; DOI: 10.3905/jwm.2019.1.069

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Normative Listing and Description of Mutual Fund Transparent and Opaque Fees and Expenses
John A. Haslem
The Journal of Wealth Management Apr 2019, 22 (1) 49-55; DOI: 10.3905/jwm.2019.1.069
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    • FINANCIAL LITERACY
    • TABLE INTERPRETATION
    • TYPES OF FUND TRANSPARENCY
    • TOWARD NORMATIVE TRANSPARENCY
    • SUMMARY AND CONCLUSION
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