Annual Returns and Fees or Expense Ratios
When WealthTrace applies annual returns does it look at the fees of each fund I own and subtract it?
WealthTrace applies annual returns based on the asset class mix of each investment holding.
Although the program can show you the fees you pay on the funds and ETFs you own in the Investment History section, it does not deduct those fees from the annual return. However, you can add funds fees and advisor fees yourself.