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Article

Mutual Funds and the New Total Expense Ratio

John A. Haslem
The Journal of Investing Summer 2010, 19 (2) 22-26; DOI: https://doi.org/10.3905/joi.2010.19.2.022
John A. Haslem
is Professor Emeritus of Finance in the Robert H. Smith School of Business at the University of Maryland in College Park, MD.
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  • For correspondence: jhaslem@rhsmith.umd.edu
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Abstract

This article presents the construct of a New Total Expense Ratio built upon the concept of normative transparency of disclosure that presents the reality of adviser/distributor payments to brokers “behind the mutual fund curtain.” These payments are paid indirectly by fund shareholders by way of fund fee payments. Approval of the New Total Expense Ratio should foster significant prohibitions and changes in the types of huge payments made by mutual fund advisers from fund assets to brokers based on or derived from sales of adviser fund shares.

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The Journal of Investing: 19 (2)
The Journal of Investing
Vol. 19, Issue 2
Summer 2010
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Mutual Funds and the New Total Expense Ratio
John A. Haslem
The Journal of Investing May 2010, 19 (2) 22-26; DOI: 10.3905/joi.2010.19.2.022

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Mutual Funds and the New Total Expense Ratio
John A. Haslem
The Journal of Investing May 2010, 19 (2) 22-26; DOI: 10.3905/joi.2010.19.2.022
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  • Article
    • Abstract
    • 12B-1 FEES AND OTHER ISSUES
    • THE NEW TOTAL EXPENSE RATIO
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  • The Total Expense Ratio: The Reality of Distribution Fees--"Behind the Mutual Fund Curtain"
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