ARECX
ActiveARECX
Expense Ratio
2.74%
Annual Cost per $10K
$274.00
30-Year Fee Drag per $10K
$41,166
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+9.47%
Asset Allocation
No allocation data available
Fee Comparison
ARECX
2.74%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of February 2025 · Updated quarterly
-6.63%3Y
Compare to
Fee Impact Calculator
$
%
ARECX at 2.74%$174,784
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$205,829
Cost vs index fund−$202,640
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