Penny-Pinching Funds Are Going to Get Even Cheaper

Image Credit: Alex Nabaum

Index funds cost next to nothing. That’s still too much.

So says a class-action lawsuit filed this month against H-E-B LP, which alleges that the San Antonio-based company has been overpaying for index funds in its employees’ retirement plan. Annual expenses on some of those market-matching funds run between 0.11% and 0.14%—but should instead be as low as 0.015%, the lawsuit argues.

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This article was originally published on The Wall Street Journal.


Further reading

Benjamin Graham, The Intelligent Investor