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RE: LeoThread 2025-07-01 12:43

in LeoFinance3 months ago

Part 6/8:

A significant emphasis is placed on fees and expenses associated with fund investing. Todd highlights that lower costs can significantly enhance long-term returns. In fact, the hosts mention studies by Vanguard demonstrating that even marginal differences in expense ratios can lead to substantial gains over decades.

When selecting a fund, Kristine and Todd recommend keen attention to:

  • Expense Ratios: The annual fees paid to maintain the fund.

  • Sales Loads: Costs associated with purchasing or selling mutual funds.

  • Portfolio Composition: The underlying holdings are crucial, as funds may have a few large companies dominating their portfolios, potentially skewing an investor’s exposure.

Specific Focus on Healthcare ETFs