Low fees change everything
Our Low Fee Index Fund Investing can save you thousands each year.
Investments with Lower Fees and Higher Returns
Middle Street Capital manages your investments with some of the lowest fees in the industry. In fact, we can save you on average 68% in annual fees. Because of the miracle of compounding (see below) even small reductions in fees can make a big difference in the size of your nest egg.
Annual Fees
Value of $1000 Portfolio
Compound means exponential
When you invest money into any fund that provides a rate of return, your money grows by that rate. But that rate not only applies to the original amount invested, but also to the amount your money has grown because of it. So the more it compounds, the more you have. The more you have, the more it compounds. It’s a beautiful cycle—one that can actually increase your investment returns eightfold over 30 years. That’s why it’s often called the “miracle of compounding.” But it’s not really a miracle, it’s just math.
The compound curse
Unfortunately, interest isn’t the only thing that compounds over time. Fees compound too. Think about it. Just as adding money to your investments can quickly grow your total savings, money that is removed from your savings — by annual fees for example — will compound over time and end up dramatically eating away at your savings. Even a seemingly small annual fee such as 1.27%, the average U.S. mutual fund fee, can take away almost 30% of your investment return when compounded over 10 years. We know. It’s shocking.
29.6% of profits are paid as fees
More Questions?
Send a message or schedule a call with us and we’d be happy to discuss these topics or other questions you have.