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 Tips & Guidance
Q. What are the fees for this account?
Nothing in addition to your monthly subscription fee! If you’re a Stash Growth or Stash+ customer, you automatically have access to Smart Portfolio and there are no additional fees for having one. DISCLOSURES A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.…
Q. How is this Smart Portfolio recommended for me?
The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term).…
Q. Am I allowed to withdraw and deposit funds?
Absolutely! We encourage you to deposit funds on a regular basis, so that you can build a strong portfolio. In fact, that philosophy is a pillar of The Stash Way®. You can also withdraw whenever you want.…
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