Sentences with phrase «advisor class shares»

Not exact matches

Third Point took a new stake of 700,000 Class A Alphabet shares, while Omega Advisors trimmed its stake by 151,000 Class A shares to about 277,000 Class A shares.

Omega Advisors trimmed its stake by 526,000 Class A shares to 459,000 Class A shares.

Accordingly, prospective investors should consult with their own tax advisors regarding the U.S. federal, state, local, non-U.S. income, and other tax considerations of acquiring, holding, and disposing of shares of our Class A common stock.

Persons that for U.S. federal income tax purposes are treated as a partner in a partnership holding shares of our Class A common stock should consult their tax advisors.

It can be argued that mega-mutual fund advisors have been drawn into an alliance with the shareholder empowerment movement on the issues of proxy access and dual class share structures created through IPOs like Snap Inc.'s, which resulted in a class of non-voting shares, simply because of the business opportunity such an alliance represents.

He is also the author of several IGOPP policy papers, which offer new perspectives on a range of controversial issues including: Dual - class voting shares, Corporate Citizenship, The place of women on boards of directors, Say - on - Pay by shareholders, The Gordian knot of executive compensation, The Troubling Case of Proxy Advisors, among others.

Like Vanguard before it, which rebranded its Vipers as ETF Share Classes last year, State Street Global Advisors dropped the streetTRACKS nomenclature in favor of the simpler and more recognizable SPDRs insignia.

If either you or your advisor have questions about share class options please feel free to contact Kathleen McQuiggan or Kelly Coyne.

For example, picking a share class isn't necessarily a choice for many advisors.

The Fund's advisor has contractually agreed to waive its fees and / or pay for operating expenses of the Fund to ensure that total annual fund operating expenses do not exceed 1.50 % and 1.25 % of the average daily net assets for Advisor Class and Institutional Class shares of the Fund, respectively.

Investment in fractional shares: Like other robo - advisors, at Wealthsimple each customer's portfolio of ETFs — the exact mix of growth, international, fixed income, cash and other asset classes — is based on answers to questions about financial goals, investing experience, financial situation and risk tolerance.

For example, when financial advisors — faced with a dizzying array of share classes and sales charge structures — choose a fund that provides more generous compensation, they may be accused of breaching their fiduciary duty.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

We don't cover VIVIX because it is an institutional share class that is available only through investment advisors or large retirement plans.

For example, an advisor can recommend the best 529 share class depending on how much you're investing, and how much time you have.

Also, re: load funds... most of load funds» shares are sold without loads these days (institutional - or advisor - class shares, or R - class shares for 401 (k) s).

So people investing in load funds in their 401 (k) often are getting a load fund sans load, and if you can get advisor - class shares, you often don't have 12b - 1 charges, either... though the expense ratio will still usually be pretty high.

Rankings of # 2 for NJBEST and # 3 for Franklin Templeton 529 College Savings Plan are based on a universe of 55 direct and 30 advisor - sold plans, respectively, for Class A share performance (including maximum sales charges and fees).

Effective February 27, 2015, the minimum investment amount in the Class I Shares of both the CM Advisors Fund (CMAFX) and the CM Advisors Small Cap Value (CMOVX) was reduced from $ 250,000 to $ 2,500.

If, however, you (except Employer Sponsored Retirement Plans) paid a CDSC when you sold Class C shares held at the time of sale in a Franklin Templeton fund account without an investment representative (financial advisor) appointed by you and invest the proceeds from that sale in Class A shares within 90 days of the sale, you will not receive a credit for the CDSC and new Class A shares issued with your reinvestment WILL NOT BE subject to any otherwise applicable CDSC.

American Century Releases New Alternative Investments Fund; First Trust Advisors Launches Active ETFs; and Thornburg Investment Management Adds R6 Share Classes.

Shareholders may be eligible for a reduced sales charge on their investments in class A or class M shares by combining their present purchase of shares with purchases of other Putnam mutual fund shares (except money market funds) made at the same time, including purchases made through financial advisors.

Instead, these share class differences are due to the structure of the sales compensation paid to the investment counselor or financial advisor who convinces you to invest in stock and bond mutual funds.

• What mutual fund share class letters really mean (A, B, C, and other types shares), and why financial advisors really tout one kind over another.

Then after the redemption fees go away, advisors will want you to sell that fund and buy another, or buy different classes of shares, or totally different types of products (annuities) so they can get paid again.

Share classes are only for distinguishing differences between the ways fees and commissions are paid to the system and to advisors for selling the same underlying mutual fund in different ways.

After a follow - up email with this reader, I found out that his advisor uses the «C» share class.