SS.912.FL.6.3

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Explain how the expenses of buying, selling, and holding financial assets decrease the rate of return from an investment.

Examples

Example: Identify and compare the administrative operating costs (expense ratios) of several mutual funds and estimate the differences in the total amount accumulated after 10 years for each mutual fund, assuming identical market performance.

Example: Given several mutual funds, determine how much an investor may be paying in costs.

Clarifications

Clarification 1: Instruction includes discussing costs and fees associated with different types of investments. These costs and fees may include, but are not limited to, management fees, commissions, and annual expense ratios.
General Information
Subject Area: Social Studies
Grade: 912
Strand: Financial Literacy
Standard: Identify and analyze the means, types and risks of financial investing including personal and societal influences and the government’s role in regulating investments.
Date Adopted or Revised: 05/24
Status: State Board Approved

Related Courses

This benchmark is part of these courses.
2102300: Economics and Personal Finance (Specifically in versions: 2023 - 2024, 2024 and beyond (current))
2102305: Economics and Personal Finance Honors (Specifically in versions: 2023 - 2024, 2024 and beyond (current))
2102371: Personal Finance and Money Management (Specifically in versions: 2023 - 2024, 2024 and beyond (current))
2102373: Personal Finance and Money Management Honors (Specifically in versions: 2023 - 2024, 2024 and beyond (current))
2102306: Economics and Personal Finance for Credit Recovery (Specifically in versions: 2024 and beyond (current))
2102375: Personal Finance and Money Management for Credit Recovery (Specifically in versions: 2024 and beyond (current))

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