New Constructs

Total Annual Costs Ratings Methodology for Predictive Fund Rating

Total Annual Costs used to rate a fund's expenses reflects the all-in cost of a minimum investment in each fund assuming a 3-yr holding period, the average holding period for mutual funds. This rating reflects all expenses, loads, fees and transaction costs in a single value that is comparable across all funds. Our goal is to give investors as accurate a measure as possible of the cost of investing in every fund to determine whether this cost of active management is worth paying.
by David Trainer, Founder & CEO