Sentences with phrase «are similar to mutual»

REITs (pronounced REETS) are similar to mutual funds.

Variable annuities are similar to mutual funds.

Variable universal life allows you to directly invest in the stock market through sub-accounts that are similar to mutual funds.

In this way they are similar to mutual funds, but have different regulatory requirements and investment risks.

Your money is placed in investment options known as subaccounts, which are similar to mutual funds.

The cash value investment options are similar to mutual funds in that there's a particular set of securities that the money would be invested in, such as:

They are similar to mutual funds, but have different regulatory requirements.

The primary difference is that you invest the cash value in grouped investments that are similar to mutual funds.

Variable universal life insurance is a type of permanent life insurance where the cash value is invested in a number of sub-accounts that are similar to mutual funds.

Cash value can be invested in certain aggregated portfolios offered by the insurer which are similar to mutual funds.

Because these accounts are similar to a mutual fund, that means you could actually lose some of the cash - value of the plan as well.

However, it is different from whole life and guaranteed universal life in one distinct way, the variable part of the policy refers to the ability to use the policy's cash value to invest in sub-accounts that are similar to mutual funds.

Your premium payments are level, but you can direct your cash value payments into subaccounts that are similar to mutual funds.

A variable annuity invests your funds in a variety of subaccounts that are similar to mutual funds.

ETFs, for those unfamiliar, are similar to mutual funds; however, ETFs trade in a similar fashion to stocks.

Learn the basics of ETFs, how they are similar to a mutual fund, and how they can access investment opportunities in the market, typically at a lower cost.

Index funds are similar to mutual funds but they track a stock index.

These are similar to mutual funds with passive management.

They are similar to a mutual fund, but trade like a stock on an exchange.

ETFs are similar to mutual funds, but they are significantly less expensive to own.

These type of annuity are on the other end of the spectrum, similar to variable life insurance, and offer investment opportunities in the financial markets that are similar to mutual funds.

ETFs are investment vehicles that are similar to mutual funds in that they hold baskets of stocks.

While these pooled funds are similar to mutual funds, they do not require prospectuses and are therefore considered private offerings available to our clients only, subject to meeting certain minimum investment requirements.

The cash value investment options are similar to mutual funds in that there's a particular set of securities that the money would be invested in, such as:

The primary difference is that you invest the cash value in grouped investments that are similar to mutual funds.

Exchange Traded Funds (ETFs) are similar to Mutual Funds, but trade like stocks.

So, they are similar to mutual funds in that they are actively managed, but they trade daily like an exchange traded fund (ETF).

ETFs and CEFs are similar to mutual funds, except that they can be bought and sold as easily as stocks, and their prices fluctuate just like stocks.

Curated by Morningstar, an independent investment resource that specializes in fund investing, ETFs are similar to mutual funds in that they pool investor funds into a security package, thus enabling investors to diversify their investments without having to buy and manage different individual assets.

Cash value can be invested in certain aggregated portfolios offered by the insurer which are similar to mutual funds.

Cash value can be invested in certain aggregated portfolios offered by the insurer which are similar to mutual funds.

These ETFs are similar to mutual funds but trade like stocks, and allow an investor to get exposure to a wide range of investments in a sector or industry without needing to research individual stocks.

The firm originally sold closed - end funds, which are similar to mutual funds but trade on an exchange like a stock.

The ETF is similar to the mutual fund in that it is a basket of investments that's often quite specialized.

In this way, a variable annuity is similar to a mutual fund but with some added pros and cons to be discussed.

It is similar to a mutual fund, and the types of real estate that a REIT invests in can range from shopping malls to condominium developments.

An enterprise in which funds contributed by a number of persons are combined for the purpose of trading futures or options contracts.The concept is similar to a mutual fund in the securities industry.

A variable life insurance policy is similar to a mutual fund.

This is similar to a mutual fund, but since SmartFolio uses ETFs to build the portfolios, the advisor fees are significantly lower.

In this way, a variable annuity is similar to a mutual fund but with some added pros and cons to be discussed.

The cash value of the policy can be used in several ways, and in that respect, a VUL is similar to a mutual fund.

The function of the sub-accounts is similar to a mutual fund.

A variable life insurance policy is similar to a mutual fund.

Not exact matches

That comes close on the heels of a similar meeting in Shanghai last December, showing that a Sino - Japanese «strategic relationship of mutual benefit» may be heating up while Tokyo feels secure under the U.S. defense umbrella and enjoys full access to American markets.

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

That's because our Facebook friends are likely to have views similar to ours, and to share news that accords with our mutual beliefs.

The OMP is similar to a balanced mutual fund.

The behavior gaps are going to be much larger than they would in similar mutual funds because ETFs are easier to jump in and out of.

In this scenario, if an investor finds that an open - ended index mutual fund and an index ETF are similar relative to his or her investment objectives, passive investments — index funds and passive ETFs — have the potential to be more tax efficient than active funds and active ETFs.

Portfolio Paul investors are probably the most similar to a mutual fund or index fund investor.