The Motley Fool

JULY 2, 2024

A $10,000 investment in the fund made in 2014 would now be worth $42,000, representing a compound annual growth rate (CAGR) of 15.4%. This means that for every $10,000 invested in the fund, only $4 per year is charged in fees. That's one of the lowest fee structures available for an ETF and is great news for investors.

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Fee Structure Exchange-Traded Funds Funds Assets 246

The Motley Fool

APRIL 22, 2024

This means that a $10,000 investment in April 2014 would be worth $54,800 today. One important thing to always keep in mind is the fee structure. But while many people focus intensely on the S&P 500 , Nasdaq Composite index , or the Dow Jones Industrial Average , there's another index that should be on your radar.

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Fee Structure Exchange-Traded Funds Prospects Stock Market 130

The Motley Fool

AUGUST 24, 2024

This low fee structure allows investors to retain more of their returns, compounding the benefits of dividend growth over time. The fund's performance since its inception in 2014 has also been impressive. Investors who reinvested dividends have seen total returns of 212.5% return on capital.

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Portfolios Fee Structure Exchange-Traded Funds Capital 130

The Big Picture

OCTOBER 17, 2023

So, so your fee structure is very different when you outperform the market. You take a performance fee based on that outperformance above beta. 00:24:31 [Speaker Changed] We refund the fee. We do have multi-asset strategy called balanced, which we launched in 2014 15. What happens when you underperform the market?

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Investing Capital Shareholders Returns 52