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Management Expense Ratio (MER)

MER is the annual fee charged by a fund, shown as a percentage of your invested balance.

Why this matters

Small fee differences can meaningfully reduce long-term returns, especially over decades.

Simple example

If two funds return the same before fees, the one with a 0.20% MER usually leaves you with more than one with a 1.50% MER over time.

Common mistakes

  • Looking only at past performance and ignoring ongoing costs.
  • Assuming high fees always mean better management.
  • Comparing funds with very different objectives as if fees were the only factor.

Related terms

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Next step

Open next step: Model how fee differences affect long-run growth