Why Prium Invests with ETFs
Mutual Fund and ETF Expense Ratios
| Average Mutual Fund | Average ETF | ETF Advantage | |
|---|---|---|---|
| U.S. Large Cap | 1.31% | 0.36% | 0.95% |
| U.S. Small Cap | 1.47% | 0.43% | 1.04% |
| Foreign Large Cap | 1.60% | 0.33% | 1.27% |
An exchange traded fund or ETF, is an investment that owns the securities in a stock or bond index. For example, an ETF that tracks an index like the S&P 500, would virtually own all of the stocks that compose the index. ETF advantages include no minimun investments, low-cost structure, and tax efficiency. We believe ETFs are currently the lowest cost method of pursuing a global asset-class investing strategy. However, we will happily customize client portfolios with individual common stocks, mutual funds, or other assets if appropriate.
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