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Category: Financial Expenses * Arithmetic of Investment Expenses
VisitArithmetic of Investment Expenses Popular Last Update: Jul/31/2013 17:57
In his 2013 Financial Analysts Journal paper (March/April 2013 pp. 34-41), "The Arithmetic of Investment Expenses," William F. Sharpe, Stanford emeritus professor of finance and 1991 economic Nobel prize winner clearly demonstrated that a lump sum invested at very low fees (.06%/year) was likely to result in 38% greater wealth after thirty years compared to average mutual fund expenses (1.12%/year). If instead, the investment pattern was to contribute equal amounts each year over thirty years, the low fee investment strategy resulted in 20% greater terminal wealth.

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