Erie Indemnity Company

Frequently Asked Questions About ERIE

What does ERIE invest in?

Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.

What is the expense ratio of ERIE?

An expense ratio for Erie Indemnity Company (ERIE) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is ERIE?

Erie Indemnity Company (ERIE) manages $11.58B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ERIE actively managed or an index fund?

ERIE's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ERIE launched?

Erie Indemnity Company (ERIE) launched in October 1995 and is managed by the fund issuer.

How has ERIE performed?

ERIE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.