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Investor Economics

Insight July 2013 Monthly

 The current issue of Insight examines trends in management expense ratios (MERs) in Canada through the end of 2012. The analysis documents the evolution of asset-weighted mutual fund MERs on an aggregate, industry-wide basis, as well as by series of funds. These include the A- (or original) series; F-series, designed for fee-based accounts; D-series, for the online/discount brokerage or ebanking platforms; HNW-series; T-series, targeting improved tax-efficiency of withdrawals; and the Advisor-series of no load companies (mainly banks).

 

 

 

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  • Tags: investment funds, mutual funds

  • Date Posted: July 30, 2013