4 days ago · the chart below compares the historical sharpe ratios of fxaix and ftec, offering insights into how both investments have performed under varying market conditions. Jan 21, 2024 · fxaix is the preferred holding of the two in an ira. The etf will incur costs of heartbeat trades to avoid capital gains distributions. In an ira, that is a cost without a benefit. It sounds like you're concerned about a fund's expense ratio.
Oct 31, 2024 · its attractive expense ratio, taken together with the fund’s people, process, and parent pillars, indicates that this share class has the ability to deliver positive alpha relative to. Net expense ratio is the total annual fund or class operating expense ratio from the most recent prospectus, after any fee waiver and/or expense reimbursements that will reduce any fund. A fund's morningstar rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. 3 days ago · use the chart below to compare the sharpe ratio of fidelity 500 index fund with the selected benchmark, providing insights into the investment's historical performance in terms of.
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