What funds do you use for your IRAs and what are the expense ratios?

Our managed IRA portfolios consist of various mutual funds and have very low expense ratio fees.  See below for more information about the range of our expense ratio fees and mutual funds we use to create a tailored portfolio for you.


Expense Ratio for our Portfolios:

Range:  0.11% – 0.16%

Note: The range shown above is the fee for your total portfolio, not per fund.

Mutual Fund Asset Categories:  

Short Government
Intermediate Government
Intermediate-Term Bond
Inflation-Protected Bond
High Yield Bond
Large Blend
Large Value
Large Growth
Mid-Cap Blend
Mid-Cap Value
Small Blend
Small Growth
Foreign Large Blend
Diversified Emerging Mkts

Click here to learn more about our managed IRAs and how you can benefit.

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