What this course covers
- Separate fund expenses from account and advice charges
- Convert an expense ratio into an annual dollar figure
- Calculate a portfolio cost weighted by how much you actually hold
Lessons
- 1. The layers of costFund expenses, account charges and advice fees are different bills. · 7 min
- 2. Percentages into dollarsThe same ratio means very different amounts at different balances. · 7 min
- 3. Weighting the portfolio figureA small expensive fund should not count like your largest holding. · 7 min
- 4. A repeatable cost reviewTurn published figures into a short annual checklist. · 6 min
Course quiz
3 questions. 2 correct answers pass, and you can retry as often as you like. Answers are checked in your browser and the attempt is saved on this device only.
Take the quizCompletion record
Complete all 4 lessons and pass the quiz to record completion. 0 of 4 lessons done so far.
This is a device-based completion record, not a verified credential. It is generated from progress saved in this browser and cannot be validated by anyone else until a server-verified learning record exists.
Your lesson progress, bookmarks and quiz attempts are saved on this device only, for this account. They are not stored on our servers, they do not follow you to another browser or phone, and they are removed when you sign out.
Educational information only. IRA XRay does not provide individualized investment, tax or legal advice, and nothing here is a recommendation. Contribution limits, income thresholds, distribution ages, tax rates and treaty terms change, so confirm current rules with the IRS, the Social Security Administration, Medicare or a qualified professional before you act.
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