Low-Cost Investment Solutions
What is a low-cost investment solution? By low-cost we mean that there are no sales charges, loads, commissions or hidden fees. We construct high quality investment line ups using low-cost institutional versions of mutual funds and exchange-traded funds (ETFs).
These types of funds assess a simple annual fee called an expense ratio to cover administration and management of the funds..According to a 2016 study by Investment Company Institute, the average expense ratio on 401(k) mutual funds was .48%. Our 401(k) fund lineups generally average below .25%, with some funds having expense ratios as low as 0.04%.