The Bogleheads' Guide to the Three-Fund Portfolio by Taylor Larimore

Author:Taylor Larimore
Language: eng
Format: epub
ISBN: 9781119487357
Publisher: John Wiley & Sons, Inc.
Published: 2018-05-28T14:00:00+00:00

This was their conclusion: “The expense ratio is the only reliable predictor of future mutual fund performance.”

Morningstar (a primary source for reliable mutual fund data) did a similar study and came to the same conclusion: “If there’s anything in the whole world of mutual funds that you can take to the bank, it’s that expense ratios help you make a better decision. In every single time period and data point tested, low-cost funds beat high-cost funds.”

In 2014 Mr. Bogle did a study of total fund costs (before taxes) for the CFA Institute. Here are his findings:

All-in Investment Expenses for Retirement Plan Investors

Actively-Managed Funds

Index Funds

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