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 Median Mutual MERs

Newsletter Archive
Q1/6 Focus on ETFs
Q4/5 LW Canadian Equity
Q4/5 Saxon High Income
Q3/5 Saxon Small Cap
Q3/5 BG Income
Q2/5 Trimark Canadian
Q2/5 MB Fixed Income
Q1/5 BG Canadian Intrinsic
Q1/5 MB American Equity
Q1/5 Mawer N.C. Closure
Q4/4 Mawer Cdn Equity
Q4/4 Mawer Balanced RSP
Q3/4 Sceptre Equity Growth
Q3/4 Saxon World Growth
Q2/4 BG Small Cap
Q2/4 Mawer U.S. Equity
Q1/4 PH&N Cdn Growth
Q1/4 Leith Wheeler US Eq
Q4/3 iShares S&P500
Q4/3 BG Canadian Equity
Q3/3 North Growth US Eq
Q3/3 HSBC Mortgage
Q2/3 MB Cdn Eq Growth
Q2/3 Batterymarch US Eq
Q1/3 Saxon Stock
Q1/3 BG Balanced
Q4/2 Mawer New Canada
Q4/2 Perigee T-Plus
Q3/2 PH&N Dividend Inc
Q3/2 PH&N Bond
Q2/2 Leith Wheeler Cdn Eq
Q2/2 Perigee Diversifund
Q1/2 PH&N Cdn Equity
Q1/2 Mawer U.S. Equity







Median Mutual Fund MERs

The objective of Frugal Funds is to provide information to investors about low-fee mutual funds. It is natural to ask what constitutes, say, a high-fee fund? In an attempt to provide additional context for the Management Expense Ratios (MERs) indicated on our Frugal Funds list, we have used GlobeFund.com to obtain the following list of *median* MERs, grouped by asset class, for open-ended Canadian mutual funds. The figures presented here are current as of January 2003.

Fund CategoryMER
Canadian Equity Funds: 2.52%
U.S. Equity Funds: 2.61%
Int'l Equity Funds: 2.64%
Cdn. Dividend Funds: 1.96%
Mortgage Funds: 1.77%
Cdn. Balanced Funds: 2.35%
Cdn. Bond Funds: 1.64%
Cdn. Money Market: 0.93%
U.S. Money Market: 1.17%


(We have substituted U.S. Money Market for Foreign Money Market in the list above due to a lack of data.)

Carl Wolfe

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