Thanks to a loyal reader for suggesting this article by Anna Prior of the Wall St. Journal.
My friend, colleague, and prolific writer, Ron Rhoades, J.D., published an extensive white paper on this topic. If you’re a fine-print kind of person looking for the down-and-dirty academic analysis (55 pages worth), he’s the guy. You can access it at: http://www.josephcapital.com/Resources.html. Scroll down to “White Papers” and download “Estimating the Total Costs of Stock Mutual Funds.” Or, you can request it by emailing firstname.lastname@example.org.