Sentences with phrase «average annual fees of»

A MarketRiders portfolio is constructed using low - cost and tax efficient exchange - traded funds (ETFs) that have average annual fees of 0.2 %.

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

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

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

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

Not exact matches

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 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.

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.

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 marketof 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 marketOf 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.

* 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.

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.

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.

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.

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.

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.

He ran an investment partnership with Jerome Newman that provided average annual returns of nearly 15 % after fees from 1934 until it was wrapped up in 1956.

I recommend our Classic Couch Potato Portfolio, which has the lowest fees going, and has produced an average annual return of 11.8 % since 1976.

$ 50 annual inactivity fee for equities accounts that don't place 5 trades per annum or hold an average monthly account balance of $ 2,000

The annual fee will change from 0.50 % to 0.35 % of the average scheduled unpaid principal balance for the life of the loan.

With no annual fee and no foreign transaction fees, the Journey ® Student Rewards from Capital One ® may be worth considering for students with average or limited credit as a tool to build up a history of on - time payments and responsible management of credit.

However, in terms of compounded average annual return during the period 1962 - 69 before fees and taxes, CTM was well ahead of WEB.

The annual fee is important because your goal is to establish a long average age of accounts: you want to carry these cards forever, so the lower the annual fee, the less you'll pay over the long term.

It assumes an average return of 6 % on an initial portfolio of $ 250,000 less an annual fee of 0.30 % for Vanguard Personal Advisor Services and the industry average annual advisor fee of 1.02 %.

Plus, I thought the annual underperformance of mutual funds was pretty close to the average fee.

However, we do believe that annual reports should include a breakout of total commissions paid, average commissions per share, and disclosure about soft - dollar arrangements, trailing fees and other costs borne by shareholders (at present, this is considered «non-standard information»).

For an average American middle class head of the house hold, what could be the benefit of subscribing to credit cards which charge an annual fee?

* Earned commission of $ 26,300 * Office split, which reduces the commission by 20 %, to $ 20,680 * Insurance and professional fees reduces these fees another $ 3,000 per year (on the average 6 transactions that works out to a $ 500 deduction), reducing the in - pocket earnings to $ 20,180 * Professional fees (educational courses, accountant / bookkeeper, cell phone, gas) at an estimated $ 12,000 (divided by 6 transactions, another $ 2,000 deduction), reducing the in - pocket earnings to $ 18,180 * Per transaction marketing fees (photography, staging, flyers, etc.) is another $ 3, o00 cost, further reducing the commission to $ 15,180 * Assuming all six transactions were for homes selling for $ 1 - million, the realtor's before - tax income would be $ 91,080 * After tax (assuming the realtor worked in Ontario) annual earnings would be $ 68,827

It is made up of our annual fee (0.75 percent) and the average annual ETF fee (0.25 percent).

Ultra Short Bond Fund - The Advisor has contractually agreed to waive management fees in an amount equal to an annual rate of 0.15 % of the average daily net assets for the Fund until April 30, 2019.

If you have an older credit card that doesn't charge an annual fee, go ahead and keep it open to boost the average age of your accounts.

They also ranked near the top in terms of average annual fee price and accounted for some of the highest individual annual fees, with some as high as $ 450.

The average annual cost of a 4 - year in - state public college, including tuition, fees, and room and board, is $ 20,770 for the 2017 — 2018 tuition year, and $ 46,950 per year for a 4 - year private college, according to the College Board.1 No wonder the average graduate in the class of 2016 left college with $ 37,172 in student loans.2

What high fees really cost you To illustrate this point in real dollar terms, take a simple example: Two people invest $ 50,000 in a portfolio of stocks that produces an average annual return of 8 % over 40 years.

After subtracting the annual fee, this card offers an average of $ 243.26 in earnings at grocery stores each year for the first two years.

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.

Cdn Equity) I calculate the amount paid as MER and trailer fees, and the average annual return of these funds over the past 5 years.