Sentences with phrase «expense fund»

Similarly, funds with higher expense ratios also tend to perform worse than low expense funds.

A final expense fund refers to a life insurance policy meant to cover the insured's final expenses.

You should never ease up when it comes to reviewing your outgoing expenses — that wasted money could be better utilized if it were put toward an emergency operating expense fund.

Why pick a high - expense fund if there's a low - expense alternative that's just as good?

Although this offers more flexibility as to what expenses the funds will cover, parents should consider the risk of giving a large sum of money to a financially inexperienced student.

This can affect the capital gains as well as the actual expenses the fund will incur.

Just like business expenses on a business credit card are tax deductible, so are business expenses funded by a personal loan.

That way, various medical expenses and / or other debts can also be paid off using these final expense funds.

Embattled California Rep. Duncan Hunter is trying to set up a legal expense fund as he faces a federal criminal investigation for misuse of campaign dollars.

Democratic Sen. Cory Booker (N.J.) gave $ 20,000 to the legal expense fund of Sen. Robert Menendez (D., N.J.), who is now on trial for corruption charges, records show.

There's no guarantee each dollar in lower expenses will translate to extra return (although a Morningstar report on fees shows that low - expense funds usually outperform their high - fee counterparts).

Vanguard and Fidelity have «dual - class» versions, meaning they offer a lower expense fund version when you can make a higher minimum investment.

The Fund's Investment Manager (the «Manager») contractually caps certain direct expenses the Fund (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend and interest expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 8/31/2021 for Institutional Class at 1.00 %, 1.36 % for Class A and 2.11 % for Class C (each as a % of average net assets).

Unexpected expenses come out of the unexpected expense fund.

Information on fund expense ratios is not available for many funds, especially in the early part of the sample.9 Our analyses use net - of - expense fund returns, which is how Morningstar Direct reports these data.

All members are volunteers and the only administrative expenses funded are for post office box rental, postage and printing / copying costs.

HSAs do this is two ways: first, through the deduction you make on your tax return, and second, on the qualified expenses the funds will pay for, like office visit fees, prescription medication or equipment.

Own funds plus health insurance plans may not be sufficient enough to meet the expense

Committed, obligated, and expensed funds for financial documents, such as administrative, training, Military Interdepartmental purchase Requests (MIPRs), Working Capital and Operation documents.

The Office of the Queens Borough President provides expense funding to support a wide range of programs provided by community based organizations throughout Queens, including senior programs, youth programs, social services, and community events.

ETF companies undercut each other by 0.01 % just to attract the millions of dollars that will flow to the «lowest expense fund».

A final expense fund may be either a single insurance policy, a part of the policy, or one combined with another type of life insurance policy.

Performance comes and goes, but the expenses a fund charges you to run your money are pretty much constant — and are the one variable you can control up front, through smart shopping.

According to Citizens Union, Rivera ranked 4th among Bronx council members for total combined capital and expense funding this term, behind Members Vacca, Arroyo and Seabrook.

The capital budget, expense funds — Tony wasn't bringing home the bacon, persistently ranking at the bottom rung of allocated funds.

5/16/2017 Update (XLSX version only): Added a new Goals worksheet that you can use for tracking the balance of various savings and expense funds.

Also, in limited circumstances, even qualified withdrawals may be taxed depending on the expense the funds were used for, as well as if any other «tax - free educational benefits» (Coverdell ESAs, Hope / Lifetime Learning Scholarships, etc.) were used.

While there's no assurance that every dollar you save in expenses equals an extra dollar of return, low - expense funds to tend to outperform their high - expense counterparts.

You have to have your tax adviser go over your expenses funded with the loan and see what can be deducted, and what can not.

Multiply some of those numbers above by 6... that is how much choosing an expense fund can hurt you!

It doesn't make sense for investors to choose higher expense funds in one category in the belief that they will outperform in, say, times of rising volatility and lower expense funds in other categories, explains Kinnel.