Complimentary Basic
Return/Risk/Expense Analysis

The basic FAIR SHARE MARKET EXPENSE ANALYSIS ^SM allows long-term investors to estimate cumulative needless expenses by inserting the following items:

Amount invested ($1,000 to $100,000,000).*

Expected annual return (1.0% to 15.0%).*  Consensus global balanced annual return estimates are 3.4% (50% stock + 50% bonds) as of January 1, 2022.

Estimated total fees (generally 1.0% to 3.0%).*  Aggregate expenses can include:
Financial planning, registered investment adviser, and mutual and exchange traded fund fees;
Transaction (commissions, markups/markdowns, payments-for-order-flow, etc.) fees;
Custodial and other administration fees.

Midwest total fees.*  Aggregate portfolio management expenses should be 0.2% to 0.6%, depending on account size.

Time horizon in years.*  For large accounts, customized maturities, cash flows, and other factors can be provided.

** To help investors with $50,000 to $250,000 we suggest that you contact The Vanguard Group, Inc. at: https://investor.vanguard.com/advice/financial-advisor/.

** To help investors with $3,000 to $50,000 we suggest that you contact The Vanguard Group, Inc. at: https://investor.vanguard.com/advice/digital-advisor/.

All content copyright © 2022 Midwest Asset Management, Inc.  All rights reserved.

Past performance does not guarantee future success.  All investments are subject to risks, including the possible loss of principal.  You should consider Midwest based on the suitability of its investment strategies in relation to your objectives and risk tolerance.  By using this website, you acknowledge that you have read and accepted Midwest’s Terms of Use and Privacy Statement.