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The Arithmetic of All-In Investment Expenses

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Figure

Table 1.    All-In Investment Expenses for Retirement Plan Investors
Table 1 details the all-in aggregate fund costs,  beginning with Sharpe’s data and then including  the additional elements described previously
Figure 1.    Growth of a $10,000 Investment Based on All-In After-Tax Costs,  Assuming a 7% Gross Annual Return on Stocks

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