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Part: 3 Your Choice: If Mutual Funds, Th... > You Should Be Concerned About the Co...

Chapter 18. You Should Be Concerned About the Costs of Owning Mutual Funds

“Mutual Funds Load up on Fees.” This headline appeared on an article in The Wall Street Journal, in April 2002.[1]

[1] See Jeff D. Opdyke, “Mutual Funds Load up on Fees,” The Wall Street Journal, April 10, 2002, p. D2.

Many investment professionals agree that investors, in general, pay too little attention to the costs of owning a mutual fund and concentrate instead only on the reported performance numbers. This is often a costly mistake. Let us be clear at the outset: You should be very concerned about the costs of owning your mutual fund!


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