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Investment

费用比率 是什么?

费用比率 A measure of the total annual operating expenses of an investment fund, expressed as a percentage of average assets under management. Used by investors and regulators to assess cost efficiency.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “费用比率” Used in Practice?

投资者经常比较共同基金和ETF的费用比率,以识别高效产品并优化净回报。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

费用比率 是什么?

A measure of the total annual operating expenses of an investment fund, expressed as a percentage of average assets under management. Used by investors and regulators to assess cost efficiency.

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