Amanda Kish
speaker
243 appearances
2 recordings
1 series
first heard May 2026
last heard 1 Aug
Amanda Kish’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
And a 1% expense ratio would cost you $100 on that same amount, which doesn't seem like a lot.
But when you compound this over a long period of time, 10, 20, 30 years, that gap often translates to tens of thousands of dollars in fees.
So one important caveat here is when you're comparing these fees, you want to compare fees within asset classes, not across them.
So for example, a 0.5% expense ratio on something like a small cap emerging market fund, that's fairly competitive.
But that same 0.5% expense ratio on an S&P 500 index is pretty crazy because you can get identical exposure for about three basis points compared to 50.
So as a general rule, the more complex or specialized the asset class, then the higher the expense ratio, because it typically costs more to run something like an emerging markets fund or small cap active strategy than just a plain old S&P 500 index fund.
So that's going to be reflected in what you pay.
So, Morningstar is a great source of fund data, and they benchmark any fund's expense ratio against its category average, which is exactly what you want to compare for the apples-to-apples comparison.
And then, again, just keep in mind that most ETFs, which are, for the most part, generally passive investments, and they're simply tracking a market index, they should have a lower price point than a similar actively managed fund in that same asset class, because you're not paying for that manager stock picking expertise.
Yes.
That factor is manager tenure.
This is something that's important, especially if you're investing in actively managed funds.
If you're paying a premium for that active management, at least in theory, you're paying for a specific person or a specific team's skill and judgment.
Then that first question is, is that person still there?
So, manager tenure is publicly available from a couple of different sources and Morningstar, Funds Prospectus, Fund Company's website.
But it's important because if a fund, say, had a great tenure track record, but the manager who built that record left three years ago, that track record really tells you nothing about what you're going to get going forward.
I always recommend checking how long has that current manager been in charge and does the fund strategy depend heavily on one person or is it more team-based with a documented succession plan?
And ideally, you're going to want to see a manager or a team that's been in place over a full market cycle.
So you want to see results from that manager, that team in both challenging and positive market environments.
Along those lines, I'd add that even when the same manager is still in place, take a look at whether the fund has grown dramatically in assets under management.
Showing 141–160 of 243 · page 8 of 13
← Previous
Next →