But the question of fees is one that is consistently under appreciated
by mutual fund investors, if for no other reason that they do not see the fees.
He estimates the over a 25 year period ending in 2005, the average
mutual fund investor earned 7.3 % compared to the 12.3 % for the benchmark.
Low interest rates are bad for investors generally, but in particular, for conservative
Canadian mutual fund investors where the fees are wiping out the returns on fixed income.
Many mutual fund investors believe they are merely transferring money from one account to another within a single company when they make such a transfer.
If your adviser is providing you with comprehensive financial planning, I'd argue you're getting more than
most mutual fund investors for your fees.
If you're passing up this type of opportunity, keep in mind that the
typical mutual fund investor is unlikely to do better investing on his own — as the following chart illustrates.
Mutual fund investors often find that it's easier to determine the total basis of all their shares than it is to determine the basis of particular shares.
Because ETFs usually aim to track an index, their holdings change relatively little over time — without the «style drift» that may
surprise mutual fund investors.
Mutual fund investors seeking a simple solution for conservative, long - term growth need look no further than a single low - cost global balanced fund.
ETF investors pay a brokerage commission on the trade, while traditional open
end mutual fund investors may have to pay a sales charge or other fees to enter or exit the fund.
This trio of fund companies generally don't charge any trailing commissions (the 1 % fee
mutual fund investors typically pay their advisers or dealers each year they own an investment).
So, even after it became clear to the vast majority of investors that the Great Bull Market of 1982 — 99 had ended,
mutual fund investors stood firm.
Since mutual fund investors are actually shareholders of the fund, they vote in the same way corporate shareholders do, either in person at the annual meeting, or by proxy online.
Most studies are based
on mutual fund investor flows, with a few studies examining pensions and their allocations to institutional asset managers.
Mutual fund investors sometimes fail to understand how big a difference even a relatively small percentage increase in fund expenses can make in the investor's bottom - line profitability.
Mutual fund investors buy and sell directly with the mutual fund issuer and mutual fund shares are priced once a day after the markets close.