What is an expense ratio?
An expense ratio is an annualized fee (written as a percentage of total assets) that funds charge shareholders.
The fee is charged daily by deducting a small amount of a fund’s asset from a shareholder. It covers management fees, administrative expenses and other costs incurred to operate the fund.
These costs are included in the price of the fund, not charged separately.
This is different from commissions or fees a broker may charge to purchase the investment. A fund sponsor has operational costs and the expense ratio covers these costs.
When you invest with Stash, the expense ratio is already factored into the prices you’re seeing.
Related questions View all Coach Tips & Guidance
Q. What does my Total Stash Value include?
Total Stash Value is the total value of all the investments and cash in all your Stash accounts as of the date and time you log onto the app. For example, if you have opened both personal and retirement portfolios,…0
Q. How are Stash Invest fees calculated?
Fees are calculated on the average daily balance of the previous monthly period and are billed during the monthly period for which investment advisory services are performed. Remember, the monthly advisory fee is based on the full previous monthly period…55
Q. Will I still pay the 0.25% fee if the market changes and my portfolio falls below $10,000?
It depends. We use the average daily balance in your account each month to calculate your fees. This means, if the average daily balance for your Stash Retire account is less than $10,000, then your monthly fee will be $2…149
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