Sentences with phrase «annual average fee»

The North, again, has the lowest annual average fee at # 9,951.

Not exact matches

Her VALIC account's average fund expense fee is 1.56 %, says Dauenhauer — who also says that because the account holds 20 different investments, it is probably also actively managed, which would raise her annual fees to more than 2 %.

The average exchange - traded fund, for its part, charges 0.4 percent in annual fees, or 40 basis points.

It's $ 59 annual fee, although it is waived for the first year, is more than three times the average credit card's yearly charge.

Acquired fund fees & expenses The total annual asset - based fee, including the weighted average of the annualized expense ratios of the underlying mutual funds.

The chart above shows the impact of a diversified portfolio with an average annual return of 7 % in a low fee index relative to the same portfolio with a 1 % and 2 % fee drag.

Next, we created an administrative fee index by calculating annual administrative fees as a percentage of average total assets.

The average annual fee charged by a 401 (k) plan is 1.29 %.

The higher - than - average annual fees SAC charges clients — as much as 3 percent of assets and 50 percent of profits — cover the expenses of running his hedge funds, including employee compensation, and generate profits for Cohen as the principal owner.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual annual basis.

1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual bafees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual bafees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual baFees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual annual basis.

^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual annual basis.

^ The Fund's investment adviser is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual annual basis.

In his latest annual letter to shareholders, the Berkshire Hathaway (BRK - A, BRK - B) CEO goes on a lengthy missive about how nothing hurts the average investor more than fees charged by Wall Street pros.

On average, our clients realize annual returns of 17 times fees.

The Company is also required to pay an annual commitment fee on the average daily unused portion of the facility of 0.25 %, 0.35 %, or 0.45 %, based on usage of the facility.

We are also required to pay an annual commitment fee on the average daily unused portion of the facility of 0.375 % or 0.5 %, based on usage of the facility.

Rewards cards had the highest average annual fee of cards with fees that were included in our study.

As long as your average annual spending is high enough, however, paying the fee is still worth it.

According to Morningstar Annuity Research Center, variable annuity annual fees range widely, from 0.10 % to 2.25 %, with an industry average of 1.25 %.4, 5 Of course, you will pay more if you need to address a specific risk with a guarantee, such as a guaranteed living benefit, which provides income or asset protection from down markets.

Your available credit line is often affected by your average annual fee on the billing cycle on which you are charged.

In the year 1950, the average front load on a mutual fund was 8 %, with another 1 % annual advisory fee added in.

Some 401 (k) plans offer low fee Vanguard funds that charge an average 0.18 % in annual fees.

During the past few years, the average annual fee for a fixed income ETF has declined from 0.26 % to 0.20 %.

These particular ETFs charge an average annual fee of only 0.23 %.

* The Advisor has contractually agreed to defer its investment advisory fees and / or absorb or reimburse Fund expenses until at least November 1, 2018 to the extent necessary to limit the Fund's annual ordinary operating expenses (excluding acquired fund fees and expenses) to an amount not exceeding 1.13 % annually of the Fund's average daily net assets.

Craig Talsma, Park District financial director, calculated that with an average monthly membership fee of $ 50, the center would start earning an annual profit of $ 235,000 by 2005 after all expenses and loan payments are made.

• the maximum annual tuition fee (chargeable with an access agreement) is # 9,000 for full - time courses and # 6,750 for part - time courses • the basic annual fee (chargeable without an access agreement) is # 6,000 for full - time courses and # 4,500 for part - time courses • the average «headline» full - time fee (i.e. before fee waivers) is # 8,385 • the average fee that full - time students will be charged (i.e. after fee waivers) is # 8,123 • the full state maintenance grant is # 3,250 • the threshold for the full maintenance grant is a household income of # 25,000 • the threshold for a partial maintenance grant is a household income of # 42,600.

Mitchell's study focused on Take Off Pounds Sensibly (TOPS), a national, low - cost, weight loss program led by peer - volunteers and costing just $ 92 a year (a $ 32 annual fee plus nominal local chapter dues averaging about $ 5 per month.)

The figures show that the average cost of private school education for school leavers in 2016 who started Reception in 2003 is # 156,653, during which time the average annual fees have nearly doubled from # 7,308 in 2003 to # 13,341 in 2016, which is equivalent to 39 per cent of average gross annual full - time earnings.

«With average annual fees at # 13,341 per child and the compulsory school leaving age now 18 years, many families may well feel some strain.

Greater London remains the most expensive place for day schools, with average annual fees of # 15,252 per child.

Average annual day fees have nearly doubled since 2003, when today's private school leavers started in Reception.

During that time, parents have seen average annual fees nearly double (83 %) from # 7,308 in 2003 to # 13,341 in 2016.

In 2014, in 28 states plus the District of Columbia, the average annual cost for an infant in center - based care was higher than a year's tuition and fees at a four - year public college.

-- Martin's firm, GMG, was paid an average annual management fee of nearly # 170,000 as part of the leisure centre contract, and was in line for another # 840,000 in the next three years

In most cases, your interest rate will be higher than average, your terms will be less lenient (such as a shorter grace period), and you'll probably have to pay an annual fee of $ 40 or $ 50.

Your available credit line is often affected by your average annual fee on the billing cycle on which you are charged.

The average annual gain of this fund since its inception in 1970 is 9.82 % and it only charges a.22 % annual fee to manage the fund.

Overall I rate this card «3 out of 5» because it's not a practical card for the average person due to the high - interest and annual fees that come along with it.

Bottom Line: The PNC Cash Rewards ℠ Visa ® is a good no annual fee credit card for the average consumer.

A good introductory APR period and standard variable rate after the fact, along with no annual fee, make up for the balance transfer fee that you will be assessed at average costs.

Never cancel your first credit card — unless it has an annual fee — because it will help your average account age.

Kenneth Lin, from CreditKarma.com, says he himself opens and closes at least one card per year in order to snag bonus miles and cancel the account before annual fees are assessed and that turning over 10 cards in a short period of time is likely to push a good credit score into an average or poor one.

This is an average bonus for a no - annual - fee credit card.

The above - average annual fee on the Chase Sapphire Reserve ℠ does put it out of reach for many individuals.

You could consider a credit card with a cash back rewards program that can be used to offset a part of your fees and interest charges, however, they tend to come with high annual fees or higher than average APRs.

While this card has no features that make it extraordinary, the fact that it has no annual fee and above - average rewards in certain shopping categories, like dining out, makes it a decent card to consider getting.

In this average / fair bracket, you can find cards that don't charge annual fees.

The Barclays Arrival ™ World MasterCard ® has no annual fee and an above - average rewards rate on things like travel and dining.