Any way to display expense ratio (.ER) per fund (edit)

JalnaK
JalnaK Quicken Windows Subscription Member ✭✭
edited April 6 in Investing (Windows)

Is there any way to display expense ratio per fund instead of account? When looking at moving from one fund or ETF to another the expense ratio is very important to know.

Best Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited March 6 Answer ✓

    it's part of the prospectus of the fund - not really an ongoing financial tag
    don't know where you are seeing an ER listed for an "account" ?

    Really need to just look at the fund/etf with any financial website - the ER is not going to change that often -
    and the major difference would be between any Managed funds vs lower cost Index funds
    You could setup a Portfolio list of holdings over on Yahoo Finance - with lots of financial elements displayed -

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Quicken's quote data does not include the expense ratio, but if you have a portfolio of mutual funds and/or ETFs, you can export it to a CSV file and import that to Morningstar or another investing site for further analysis, including the expense ratios. You may need a subscription to do this at Morningstar.

    QWin Premier subscription

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited March 6 Answer ✓

    it's part of the prospectus of the fund - not really an ongoing financial tag
    don't know where you are seeing an ER listed for an "account" ?

    Really need to just look at the fund/etf with any financial website - the ER is not going to change that often -
    and the major difference would be between any Managed funds vs lower cost Index funds
    You could setup a Portfolio list of holdings over on Yahoo Finance - with lots of financial elements displayed -

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Quicken's quote data does not include the expense ratio, but if you have a portfolio of mutual funds and/or ETFs, you can export it to a CSV file and import that to Morningstar or another investing site for further analysis, including the expense ratios. You may need a subscription to do this at Morningstar.

    QWin Premier subscription
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