{"id":4578,"date":"2023-02-21T09:50:00","date_gmt":"2023-02-21T17:50:00","guid":{"rendered":"https:\/\/smartandresponsible.com\/blog\/?p=4578"},"modified":"2023-02-14T12:42:08","modified_gmt":"2023-02-14T20:42:08","slug":"indexing4","status":"publish","type":"post","link":"https:\/\/smartandresponsible.com\/blog\/indexing4\/","title":{"rendered":"\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u6295\u8cc7\u3092\u7406\u89e3\u3059\u308b\uff08\uff14\uff09\uff1a\u3069\u3093\u306a\u65b9\u6cd5\u3088\u308a\u5f37\u529b\u3067\u6700\u3082\u30b7\u30f3\u30d7\u30eb\u306b\u5229\u56de\u308a\u3092\u4e0a\u3052\u308b\u65b9\u6cd5"},"content":{"rendered":"\n

\u3055\u3066\u3001\u30b7\u30ea\u30fc\u30ba3\u56de\u76ee\u306e\u524d\u56de\u306f\u300c\u4e00\u751f\u61f8\u547d\u3084\u3063\u3066\u3082\u307b\u3068\u3093\u3069\u5f79\u306b\u306f\u305f\u305f\u306a\u3044\u300d<\/a>\u3068\u3044\u3046\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3057\u305f\u304c\u3001\u3082\u3046\u5c11\u3057\u3053\u306e\u8a71\u3092\u9032\u3081\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u4eca\u5ea6\u306f\u3001\u300c\u4e00\u751f\u61f8\u547d\u3084\u308b\u3068\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u300d\u3068\u3044\u3046\u3053\u3068\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u307f\u307e\u3059\u3002<\/p>\n\n\n\n

\u30df\u30e5\u30fc\u30c1\u30e5\u30a2\u30eb\u30d5\u30a1\u30f3\u30c9\u904b\u55b6\u3059\u308b\u305f\u3081\u306b\u306f\u3082\u3061\u308d\u3093\u3093\u305d\u308c\u306a\u308a\u306e\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u30d5\u30a1\u30f3\u30c9\u306b\u306f\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u3044\u3046\u4eba\u304c\u3044\u3066\u3001\u305d\u306e\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u30d5\u30a1\u30f3\u30c9\u306e\u682a\u5f0f\u306e\u9078\u629e\u3001\u5fc5\u8981\u306a\u58f2\u308a\u8cb7\u3044\u3092\u3057\u3064\u3064\u3001\u305d\u306e\u30d5\u30a1\u30f3\u30c9\u306e\u63b2\u3052\u3052\u3066\u3044\u308b\u30dd\u30ea\u30b7\u30fc\u306b\u898b\u5408\u3063\u305f\u904b\u7528\u304c\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u5e38\u306b\u78ba\u8a8d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u305d\u306e\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3078\u306e\u5831\u916c\u306f\u3001Fund Expense(\u4fe1\u8a17\u5831\u916c)\u3068\u3044\u3046\u5f62\u3067\u6295\u8cc7\u5bb6\u304b\u3089\u96c6\u3081\u3089\u308c\u30ab\u30d0\u30fc\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306eFund Expense\u306f\u901a\u5e38\u3001\u30d1\u30fc\u30bb\u30f3\u30c6\u30fc\u30b8\u3067\u8868\u3055\u308cExpense Ratio\u3068\u3082\u547c\u3070\u308c\u3066\u3044\u307e\u3059\u3002\u305f\u3068\u3048\u3070\uff11\uff05\u3068\u3044\u3046Expense Ratio\u304c\u63b2\u3052\u3089\u308c\u3066\u3044\u308c\u3070\u3001\u6295\u8cc7\u5bb6\u306f\u5e74\u3005\u3001\u6295\u8cc7\u6b8b\u9ad8\u306e\uff11\uff05\u3092\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3078\u306e\u5831\u916c\u3068\u3057\u3066\u652f\u6255\u3046\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u30a2\u30af\u30c6\u30a3\u30d6\u306f\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u30fb\u30fb<\/h2>\n\n\n\n

\u3053\u3053\u3067\u524d\u56de\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u3068\u30d1\u30c3\u30b7\u30d6\u904b\u7528<\/a>\u306b\u8a71\u3092\u623b\u3057\u307e\u3059\u3002\u306a\u3093\u3067\u3082\u4e00\u751f\u61f8\u547d\u3084\u308b\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u304c\u8981\u308a\u307e\u3059\u3057\u3001\u6642\u9593\u3082\u8981\u308a\u307e\u3059\u306d\u3002\u3067\u3082\u3001\u4e00\u751f\u61f8\u547d\u3084\u308c\u3070\u304b\u306a\u3089\u305a\u5831\u3044\u3082\u3042\u308b\u306f\u305a\u3060\u304b\u3089\u3001\u5927\u5909\u3067\u3082\u304c\u3093\u3070\u308b\u30fb\u30fb\u3068\u3044\u3046\u306e\u304c\u81ea\u7136\u306a\u8003\u3048\u65b9\u3067\u3059\u3002<\/p>\n\n\n\n

\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u306f\u307e\u3055\u306b\u4e00\u751f\u61f8\u547d\u7814\u7a76\u3057\u3066\u3001\u4e00\u751f\u61f8\u547d\u9078\u3093\u3067\u3001\u4e00\u751f\u61f8\u547d\u58f2\u308a\u8cb7\u3044\u3059\u308b\u6295\u8cc7\u30b9\u30bf\u30a4\u30eb\u3067\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u3053\u308c\u306b\u306f\u3082\u3061\u308d\u3093\u30a8\u30cd\u30eb\u30ae\u30fc\u3068\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u65e5\u3005\u30cb\u30e5\u30fc\u30b9\u3092\u8ffd\u3044\u3001\u4f01\u696d\u306e\u8ca1\u52d9\u60c5\u5831\u3092\u8abf\u3079\u3001\u30c7\u30fc\u30bf\u5206\u6790\u3057\u3001\u30e2\u30c7\u30ea\u30f3\u30b0\u3057\u3001\u58f2\u308a\u304b\u8cb7\u3044\u304b\u5224\u65ad\u3057\u3001\u305d\u308c\u3092\u5b9f\u884c\u3057\u30fb\u30fb\u30fb\u3092\u7d99\u7d9a\u7684\u306b\u7e70\u308a\u8fd4\u3057\u3066\u3044\u304f\u308f\u3051\u3067\u3059\u3002<\/p>\n\n\n\n

\u3053\u306e\u4ed5\u4e8b\u306f\u5148\u307b\u3069\u8aac\u660e\u3057\u305f\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u62c5\u3063\u3066\u3044\u308b\u308f\u3051\u3067\u3059\u304c\u3001\u306a\u306b\u3082\u3057\u306a\u3044\u30d1\u30c3\u30b7\u30d6\u306a\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u306b\u6bd4\u3079\u308b\u3068\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30d5\u30a1\u30f3\u30c9\u306e\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e\u624b\u9593\u3068\u52aa\u529b\u306f\u975e\u5e38\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u7406\u7531\u304b\u3089\u3001\u30d1\u30c3\u30b7\u30d6\u904b\u7528\u30b9\u30bf\u30a4\u30eb\u306e\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u306eExpense Ratio\u306f\u6bd4\u8f03\u7684\u4f4e\u304f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u30b9\u30bf\u30a4\u30eb\u306e\u30d5\u30a1\u30f3\u30c9\u306e\u305d\u308c\u306f\u6bd4\u8f03\u7684\u9ad8\u3044<\/strong>\u3068\u3044\u3046\u50be\u5411\u304c\u5b58\u5728\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u304b\u304b\u308b\u30b3\u30b9\u30c8\u3092\u4e0a\u56de\u308b\u30d9\u30cd\u30d5\u30a3\u30c3\u30c8\u306f\u5168\u304f\u306a\u3044<\/h2>\n\n\n\n

\u9ad8\u3044Expense Ratio\u3068\u4f4e\u3044Expense Ratio\u3001\u3069\u3061\u3089\u304c\u3044\u3044\u3067\u3059\u304b\u30fb\u30fb\u3068\u805e\u304b\u308c\u308c\u3070\u3001\u4f4e\u3044Expense Ratio\u304c\u3044\u3044\u306b\u6c7a\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3001\u9ad8\u3044Expense Ratio\u3092\u6255\u3063\u3066\u3082\u305d\u308c\u3092\u4e0a\u56de\u308b\u5229\u76ca\u304c\u51fa\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u6562\u3048\u3066\u9ad8\u3044Expense Ratio\u306e\u30d5\u30a1\u30f3\u30c9\u3092\u9078\u3076\u306e\u3082\u7406\u306b\u9069\u3046\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n

\u3060\u3051\u3069\u3001\u5148\u307b\u3069\u3082\u898b\u305f\u9650\u308a\u3067\u306f\u3001\u300c\u4e00\u751f\u61f8\u547d\u3084\u3063\u3066\u3082\u307b\u3068\u3093\u3069\u5f79\u306b\u305f\u305f\u306a\u3044\u300d\u306e\u3067\u3057\u305f\u3002\u305d\u3046\u306a\u308b\u3068\u3001\u3084\u3063\u3071\u308a\u9ad8\u3044Expense Ratio\u3092\u6255\u3063\u3066\u3082\u610f\u5473\u304c\u306a\u3044<\/strong>\u306e\u304b\u306a\u30fb\u30fb\u3068\u3082\u601d\u3044\u307e\u3059\u306d\u3002\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001\u610f\u5473\u304c\u306a\u3044\u30fb\u30fb\u3069\u3053\u308d\u304b\u3001\u5bb3\u304c\u3042\u308b\u30b1\u30fc\u30b9\u3082\u591a\u3044<\/strong>\u3068\u3044\u3046\u306e\u304c\u3001\u591a\u304f\u306e\u30ea\u30b5\u30fc\u30c1\u306e\u7d50\u679c\u3067\u3059\u3002<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u306e\u300c\u8ced\u3051\u300d<\/h2>\n\n\n\n

\u30d0\u30fc\u30af\u30b7\u30e3\u30fc\u30fb\u30cf\u30b5\u30a6\u30a7\u30a4\u793e\u306e\uff23\uff25\uff2f\u30a6\u30a9\u30fc\u30ec\u30f3\u30fb\u30d0\u30d5\u30a7\u30c3\u30c8\u304c\u30012016\u5e74\u306e\u540c\u793e\u306e\u5e74\u6b21\u5831\u544a\u3067\u8208\u5473\u6df1\u3044\u5831\u544a\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306f2007\u5e74\u306b\u3001\u3042\u308b\u300c\u8ced\u3051\u300d\u3092\u3059\u308b\u3053\u3068\u3092\u516c\u7684\u306b\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u300c\u8ced\u3051\u300d\u3068\u306f\u3001\u3053\u3046\u3044\u3046\u3082\u306e\u3067\u3059\u3002<\/p>\n\n\n\n

10\u5e74\u306e\u671f\u9593\u3067\u3001\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d9\u30fc\u30b9\u306e\u30d1\u30c3\u30b7\u30d6\u6295\u8cc7\u3068\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306a\u3069\u304c\u63a1\u7528\u3059\u308b\u30a2\u30af\u30c6\u30a3\u30d6\u6295\u8cc7\u306e\u3069\u3061\u3089\u304c\u512a\u308c\u3066\u3044\u308b\u304b\u306b\u8ced\u3051\u308b\u3000\uff0d\u3000\u3069\u3093\u306a\u3059\u3070\u3089\u3057\u3044\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\uff15\u3064\u3092\u9078\u3093\u3067\u3082\u3001\u305d\u308c\u3089\u306fVanguard 500 Index Fund\u306e\u904b\u7528\u6210\u7e3e\u306b\u306f\u52dd\u3066\u306a\u3044\u306f\u305a\u3060<\/em><\/strong><\/p><\/blockquote>\n\n\n\n

\u3055\u3066\u3001\u3053\u306eVanguard 500 Index Fund<\/strong>\u3068\u3044\u3046\u306e\u306f\u3001\u30b7\u30ea\u30fc\u30ba1\u56de\u76ee\u306b\u767b\u5834\u3057\u305f\u30d0\u30f3\u30ac\u30fc\u30c9\u793e\u306e\u5275\u59cb\u8005\u30b8\u30e7\u30f3\u30fb\u30dc\u30fc\u30b0\u30eb\u304c\u4e16\u754c\u3067\u521d\u3081\u3066\u3064\u304f\u3063\u305f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9<\/strong>\u3067\u3059\u3002\u305d\u3093\u306a\u3001\u30d1\u30c3\u30b7\u30d6\u306a\u904b\u7528\u65b9\u6cd5<\/strong>\u304c\u4e00\u822c\u7684\u306b\u53d7\u3051\u5165\u308c\u3089\u308c\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3068\u300c\u30dc\u30fc\u30b0\u30eb\u306e\u611a\u884c\u300d\u3068\u5632\u7b11\u3055\u308c\u305f\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3067\u3059\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u3067\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3068\u3044\u3046\u306e\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u306e\u4e2d\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528<\/strong>\u3068\u3082\u3044\u3048\u308b\u3001\u300c\u4e00\u751f\u61f8\u547d\u3084\u308b\u300d\u904b\u7528\u306e\u738b\u8005\u3068\u304a\u8003\u3048\u304f\u3060\u3055\u3044\u3002\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u4e2d\u306b\u306f\u3001\u5148\u8ff0\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30d5\u30a1\u30f3\u30c9\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u571f\u5730\u3001\u4e0d\u52d5\u7523\u3001\u5916\u8ca8\u3001\u91d1\u878d\u6d3e\u751f\u5546\u54c1\uff08\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\uff09\u306a\u3069\u3055\u307e\u3056\u307e\u306a\u6295\u8cc7\u5a92\u4f53\u3001\u3064\u307e\u308a\u5132\u304b\u308a\u305d\u3046\u306a\u3082\u306e\u306a\u3089\u4f55\u3067\u3082\u5165\u3063\u3066\u3044\u307e\u3059<\/strong>\u3002\u307e\u305f\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306f\u3001\u300c\u304a\u91d1\u3092\u501f\u308a\u3066\u6295\u8cc7\u3059\u308b\u300d\u30b9\u30bf\u30a4\u30eb\uff08\u30ec\u30d0\u30ec\u30c3\u30b8\uff09\u3082\u3068\u308b<\/strong>\u3053\u3068\u304c\u3067\u304d\u3001\u30ea\u30b9\u30af\u306f\u9ad8\u307e\u308b\u3082\u306e\u306e\u3001\u5f53\u305f\u308c\u3070\u5927\u304d\u3044\u53ef\u80fd\u6027\u3092\u79d8\u3081\u305f\u30d5\u30a1\u30f3\u30c9\u3067\u3059\u3002\u3053\u306e\u6570\u3042\u308b\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u4e2d\u304b\u3089\u3001\u304a\u76ee\u306b\u304b\u306a\u3046\uff15\u3064\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3092\u9078\u3093\u3067\u3001\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u8ced\u3051\u3092\u53d7\u3051\u3066\u51fa\u305f\u306e\u306f\u30d7\u30ed\u30c6\u30b8\u30a7\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u30ba\u793e\u306e\u30c6\u30c3\u30c9\u30fb\u30bb\u30a4\u30c7\u30b9\u6c0f\u3002<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u3067\u3001\u3069\u3063\u3061\u304c\u52dd\u3063\u305f\uff1f\u3000\u30d1\u30c3\u30b7\u30d6\u3067\u3059\uff01<\/h2>\n\n\n\n

\u3055\u3066\u3001\u300c\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u8ffd\u968f\u306e\u30d1\u30c3\u30b7\u30d6\u6295\u8cc7\u300d\u3068\u3001\u300c\u30a2\u30af\u30c6\u30a3\u30d6\u6295\u8cc7\u306e\u738b\u8005\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u4e2d\u3067\u3082\u3055\u3089\u306b\u7279\u5225\u306b\u9078\u3070\u308c\u305f\uff15\u3064\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u300d\u3068\u306e\u3053\u306e\u6b74\u53f2\u4e0a\u6700\u521d\u306e\u5bfe\u6c7a\u3002\u52dd\u6557\u306f\u3044\u304b\u306b\uff1f<\/p>\n\n\n\n

\u7d50\u679c\u306f\u3061\u3087\u3046\u306910\u5e74\u305f\u3063\u305f2017\u5e7412\u6708\u672b\u306b\u51fa\u307e\u3057\u305f\u3002\u3082\u3061\u308d\u3093\u3001\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u5927\u52dd<\/strong>\u3067\u3059\u3002\u3053\u306e10\u5e74\u9593\u306eVanguard 500 Index Fund \u306e\u5229\u56de\u308a\u306f\u5e74\u5e73\u5747\uff17\u30fb\uff11\uff05<\/strong>\u3002\u4e00\u65b9\u3067\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\uff15\u3064\u306e\u307b\u3046\u306f\u3001\u306a\u3093\u3068\uff12\u30fb\uff12\uff05<\/strong>\u3068\u3044\u3046\u60e8\u3055\u3093\u61ba\u305f\u3093\u305f\u308b\u7d50\u679c\u3067\u3057\u305f\u3002\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306f\u3053\u3046\u8a9e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u30dc\u30c8\u30e0\u30e9\u30a4\u30f3\u306f\u3053\u3046\u3060\u3002\u30a6\u30a9\u30fc\u30eb\u30b9\u30c8\u30ea\u30fc\u30c8\u306e\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u9ad8\u984d\u306a<\/em>Expense Ratio\u3092\u30c1\u30e3\u30fc\u30b8\u3057\u3066\u6570\u30c8\u30ea\u30ea\u30aa\u30f3\u30c9\u30eb\u306e\u6295\u8cc7\u8cc7\u7523\u3092\u904b\u7528\u3057\u3066\u3044\u308b\u308f\u3051\u3060\u304c\u3001\u305d\u308c\u306b\u3088\u3063\u3066\u6f64\u3046\u306e\u306fExpense Ratio\u3092\u624b\u306b\u3059\u308b\u30d5\u30a1\u30f3\u30c9\u4f1a\u793e\u3067\u3042\u3063\u3066\u3001\u6295\u8cc7\u5bb6\u305f\u3061\u3067\u306f\u306a\u3044\u3002\u30fb\u30fb\u30fb\u6295\u8cc7\u5bb6\u306f\u6295\u8cc7\u984d\u306e\u5927\u5c0f\u306b\u3088\u3089\u305a\u3001\u4f4e\u624b\u6570\u6599\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3092\u4f7f\u3046\u306e\u306b\u5fb9\u3059\u308b\u306e\u304c\u826f\u3044\u3002<\/em><\/strong><\/p><\/blockquote>\n\n\n\n

\u30a2\u30e1\u30ea\u30ab\u306e\u30d5\u30a1\u30f3\u30c9\u5168\u4f53\u306e\u5e73\u5747\u624b\u6570\u6599\uff08\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u3082\u30d1\u30c3\u30b7\u30d6\u904b\u7528\u3082\u3059\u3079\u3066\u542b\u3080\uff09\u306f2014\u5e74\u306f0.65%\u30012015\u5e74\u306f0.61%\u30012016\u5e74\u306b\u306f0.57%\u3068\u7740\u5b9f\u306b\u6e1b\u5c11\u3057\u3066\u3044\u307e<\/a>\u3059\u3002\u305d\u306e\u524a\u6e1b\u7387\u7b46\u982d\u306f\u3001\u305d\u3082\u305d\u3082\u4f4e\u624b\u6570\u6599\u3067\u30ca\u30f3\u30d0\u30fc\u30ef\u30f3\u3060\u3063\u305f\u30d0\u30f3\u30ac\u30fc\u30c9\u793e\u3067\u3001\u30d0\u30f3\u30ac\u30fc\u30c9\u306e\u793e\u5185\u5e73\u5747\u624b\u6570\u6599\u306f\u30012009\u5e74\u30670.20%\u3060\u3063\u305f\u306e\u30922014\u5e74\u306b\u306f0.14%\u30012016\u5e74\u306b\u306f0.12%\u307e\u3067\u4e0b\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u76f8\u4f34\u3063\u3066\u30012016\u5e74\u306b\u30a2\u30af\u30c6\u30a3\u30d6\u904b\u7528\u30d5\u30a1\u30f3\u30c9\u5185\u306e\u6295\u8cc7\u7dcf\u8cc7\u7523\u306f $342.4 \u30d3\u30ea\u30aa\u30f3\u6e1b\u5c11\u3057\u3001 $505.6\u30d3\u30ea\u30aa\u30f3\u304c\u30d1\u30c3\u30b7\u30d6\u904b\u7528\u30d5\u30a1\u30f3\u30c9\u306b\u6d41\u5165\u3057\u307e\u3057\u305f\uff08\u30a6\u30a9\u30fc\u30eb\u30b9\u30c8\u30ea\u30fc\u30c8\u8a8c<\/a>\uff09\u3002<\/p>\n\n\n\n

\u30d0\u30d5\u30a7\u30c3\u30c8\u6c0f\u306e\u8a00\u8449\u3067\u8208\u5473\u6df1\u3044\u306e\u306f\u3001\u300c\u6295\u8cc7\u5bb6\u306f\u6295\u8cc7\u984d\u306e\u5927\u5c0f\u306b\u3088\u3089\u305a\u3001\u4f4e\u624b\u6570\u6599\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3092\u4f7f\u3046\u306e\u306b\u5fb9\u3059\u308b\u306e\u304c\u826f\u3044<\/strong>\u300d\u3068\u3057\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002\u30dc\u30fc\u30b0\u30eb\u304c\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3092\u3064\u304f\u3063\u305f\u3068\u304d\u306b\u306f\u3001\u4e00\u822c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u3092\u5ff5\u982d\u306b\u7f6e\u3044\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u5a01\u529b\u306f\u4eca\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u6ce8\u76ee\u3082\u6d74\u3073\u308b\u3053\u3068\u306b\u306a\u308a\u3001\u30a4\u30ea\u30ce\u30a4\u5dde\u3001\u30ed\u30fc\u30c9\u30a2\u30a4\u30e9\u30f3\u30c9\u5dde\u3001\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u306e\u5e74\u91d1\u6a5f\u69cb\u3092\u306f\u3058\u3081\u3001\u624b\u6570\u6599\u306e\u9ad8\u3044\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u304b\u3089\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3078\u306e\u4e57\u308a\u63db\u3048\u3092\u9032\u3081\u3066\u3044\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3082\u73fe\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u624b\u6570\u6599\u306f\u5c0f\u3055\u3044\u306e\u304c\u4e00\u756a<\/h2>\n\n\n\n

\u30a2\u30e1\u30ea\u30ab\u3067\u30822000\u5e74\u521d\u982d\u306f\u300c\u624b\u6570\u6599\u300d\u3068\u3044\u3046\u8a00\u8449\u306f\u3042\u307e\u308a\u76ee\u306b\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u96a0\u3055\u308c\u3066\u3044\u305f\u304b\u3089\u3067\u3059\u3002401\uff08k\uff09\u306a\u3069\u3067\u3082\u9ad8\u624b\u6570\u6599\u30d5\u30a1\u30f3\u30c9\u304c\u305f\u304f\u3055\u3093\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u308c\u304c\u3001\u6295\u8cc7\u5bb6\u4fdd\u8b77\u306e\u305f\u3081\u306e\u6cd5\u6539\u6b63\u3084\u30012008\u5e74\u306e\u30b5\u30d6\u30d7\u30e9\u30a4\u30e0\u554f\u984c\u306b\u59cb\u307e\u308a\u30d0\u30d6\u30eb\u306e\u5d29\u58ca\u3068\u305d\u306e\u5f8c\u306e\u4e0d\u52d5\u7523\u30af\u30e9\u30a4\u30b7\u30b9\u306a\u3069\u3092\u7d4c\u3066\u3001\u300c\u6f64\u3046\u30a6\u30a9\u30fc\u30eb\u30b9\u30c8\u30ea\u30fc\u30c8\u300d\u3001\u300c\u7121\u99c4\u306a\u624b\u6570\u6599\u300d\u306e\u3057\u304f\u307f\u304c\u660e\u3089\u304b\u306b\u3055\u308c\u3001\u4f4e\u624b\u6570\u6599\u5316\u3001\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u6295\u8cc7\u306e\u7406\u89e3\u304c\u6df1\u307e\u308a\u307e\u3057\u305f\u3002\u73fe\u5728\u3067\u306f401(k)\u3067\u63d0\u4f9b\u3055\u308c\u3066\u3044\u308b\u30d5\u30a1\u30f3\u30c9\u30fb\u30e9\u30a4\u30f3\u30ca\u30c3\u30d7\u306b\u3082\u3001\u306e\u304d\u306a\u307f\u4f4e\u624b\u6570\u6599\u306e\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u304c\u4e26\u3076\u3053\u3068\u3082\u73cd\u3057\u304f\u306a\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u91cd\u8981\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001\u300c\u4e00\u751f\u61f8\u547d\u3084\u308b\u3068\u5f79\u306b\u305f\u305f\u306a\u3044\u3070\u304b\u308a\u304b\u3001\u30b3\u30b9\u30c8\u304c\u9ad8\u304f\u3064\u304d\u3001\u5229\u56de\u308a\u3092\u3055\u3052\u308b\u300d\u3068\u3044\u3046\u3053\u3068\u3002\u3053\u306e\u30dd\u30a4\u30f3\u30c8\u304b\u3089\u751f\u304b\u305b\u308b\u3053\u3068\u306f\u3001\u300c\u4e00\u751f\u61f8\u547d\u3067\u306f\u306a\u3044\u30d1\u30c3\u30b7\u30d6\u904b\u7528\u306e\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3067\u3001\u306a\u308b\u3079\u304fExpense Ratio\u3092\u4e0b\u3052\u3001\u5229\u56de\u308a\u3092\u9ad8\u304f\u30ad\u30fc\u30d7\u3059\u308b\u306e\u304c\u4e00\u756a\u300d<\/strong>\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u624b\u6570\u6599\u306f\u5229\u56de\u308a\u3092\u98df\u3046<\/h2>\n\n\n\n

Expense Ratio\u306f\u5229\u56de\u308a\u3092\u76f4\u63a5\u7684\u306b\u4e0b\u3052\u307e\u3059\u3002\u5229\u56de\u308a\u304c6%\u51fa\u3066\u3044\u3066\u3082\u3001Expense Ratio\u304c1.5\uff05\u306a\u3089\u9867\u5ba2\u304c\u624b\u306b\u3059\u308b\u5229\u56de\u308a\u306f4.5%\u3067\u3059\u3002\u5229\u56de\u308a\u304c\u30de\u30a4\u30ca\u30b9\u3060\u3063\u305f\u5e74\u3067\u3082\u3001\u540c\u69d8\u306b\u624b\u6570\u6599\u306f\u5f15\u304b\u308c\u307e\u3059\u3002\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u5e02\u5834\u304c\u826f\u304f\u3066\u3082\u60aa\u304f\u3066\u3082\u5132\u304b\u308b\u3057\u304f\u307f\u3067\u3059\u3002<\/p>\n\n\n\n

\u307e\u305f\u3001\u624b\u6570\u6599\u306b\u306fExpense Ratio\u3060\u3051\u3067\u306a\u304f\u3001Sales Load\uff08\u8cfc\u5165\u6642\u624b\u6570\u6599\uff09\u3068\u3044\u3063\u3066\u3001\u305f\u3060\u8cb7\u3046\u3060\u3051\u3067\u304b\u304b\u308b\u624b\u6570\u6599\u304c\u3042\u308a\u307e\u3059<\/strong>\u30021\u4e07\u30c9\u30eb\u6295\u8cc7\u3057\u3066\u3082\u3001\u8cfc\u5165\u6642\u624b\u6570\u6599\u304c\u304c3%\u306a\u3089\u3001$300\u5dee\u3057\u5f15\u304b\u308c\u3001\u5143\u91d1\u306f$9,700\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u3053\u308c\u3089\u306eSales Load\u3068Expense Ratio\u306e\u5f71\u97ff\u3092\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u30d5\u30a1\u30f3\u30c9A\u3068\u30d5\u30a1\u30f3\u30c9B\u305d\u308c\u305e\u308c\u30673\u4e07\u30c9\u30eb\u306e\u624b\u6301\u3061\u91d1\u309230\u5e74\u9593\u6295\u8cc7\u3059\u308b\u3053\u3068\u306b\u3057\u307e\u3059\u3002\u5229\u56de\u308a\u306f\u3069\u3061\u3089\u30825%\u3068\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n

\u30d5\u30a1\u30f3\u30c9A\u306f\u30d1\u30c3\u30b7\u30d6\u904b\u7528\u306e\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u3067Sales Load\u306f\u306a\u304f\u3001\u5358\u306b0.21%\u306eExpense Ratio\u304c\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b\u306e\u307f\u3067\u3059\u3002<\/p>\n\n\n\n

\u4e00\u65b9\u30d5\u30a1\u30f3\u30c9B\u306f\u3001Sales Load\u304c3.24%\u306a\u306e\u3067$29,028\u304b\u3089\u306e\u958b\u59cb\u3067\u3059\u3002Expense Ratio\u306f3.24%\u3068\u9ad8\u3044\u306e\u3067\u305d\u308c\u3092\u5dee\u3057\u5f15\u304f\u3068\u30011\u5e74\u76ee\u306b\u306f$37,554\u307e\u3067\u3057\u304b\u306e\u3073\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u6700\u7d42\u7684\u306b\u89e3\u7d04\u6642\u306b\u306f\u3001\u30d5\u30a1\u30f3\u30c9B\u306f$63,805\u304c\u6b8b\u308a\u307e\u3059\u304c\u3001\u4f4e\u624b\u6570\u6599\u306e\u30d5\u30a1\u30f3\u30c9A\u306f30\u5e74\u3067$122,100\u306b\u307e\u3067\u5ef6\u3073\u307e\u3059\u3002<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n
<\/div>\n\n\n\n

<\/p>\n\n\n\n

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