Episode 16 : 12/05/2016

Peeling back the onion: fund fees

header-ep16-mutual-funds

Casey Hatch, CFP®

Head of Product Management
BMO Global Asset Management

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

Peeling back the onion: fund fees

Over the last 3 years, mutual fund fees have become one of those hot-button issues that drive a lot of conversations in the U.S. financial industry. Given the complex nature of prospectuses and the variety of fees a single mutual fund can have, the fee structure is often misunderstood. Our guest, Casey Hatch helps us demystify the world of fund fees, so advisors can have better conversations and ultimately provide better outcomes for their clients. Casey is the Head of Product Management for BMO Global Asset Management.

In this episode:

  • Understanding a prospectus’s fee table
  • The differences between the Gross and Net fees
  • How fixed fees work when the fund scales
  • Two types of funds with different sets of fee rules

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