LEGEX
ActiveLEGEX
Expense Ratio
2.22%
Annual Cost per $10K
$222.00
30-Year Fee Drag per $10K
$35,539
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+17.37%
Asset Allocation
No allocation data available
Fee Comparison
LEGEX
2.22%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of September 2024 · Updated quarterly
+24.67%25 months
Compare to
Fee Impact Calculator
$
%
LEGEX at 2.22%$202,919
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$177,694
Cost vs index fund−$174,506
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