FIRUX
ActiveFIRUX
Expense Ratio
0.51%
Annual Cost per $10K
$51.00
30-Year Fee Drag per $10K
$10,165
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+18.11%
Asset Allocation
No allocation data available
Fee Comparison
FIRUX
0.51%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2024 · Updated quarterly
+2.06%3Y
Compare to
Fee Impact Calculator
$
%
FIRUX at 0.51%$329,788
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$50,825
Cost vs index fund−$47,636
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