Sentences with phrase «because mutual fund assets»

It's also important to keep in mind that because mutual fund assets are publicly - traded, the net asset value of its shares can be highly correlated to the fluctuations of the public market rather than tied solely to the inherent value of its underlying assets.

Not exact matches

Plus, index ETFs are cheaper to trade than index mutual funds because they have lower expense ratios, or the percentage of your investment you have to pay in order to trade that asset.

Plus, ETFs are considered more tax efficient than mutual funds because they aren't required to sell assets — and realize capital gains — as often as mutual funds might.

Plus, ETFs are considered more tax efficient than mutual funds because they aren't required to sell assets — and

Currently the primary drawback is not in managed futures themselves — I believe they provide diversification benefits because of their low correlation to popular asset classes — but that ETF and mutual fund options are limited in the managed future space.

Because, a) long - short mutual funds are expensive, b) the nature of shorting a stock means getting limited upside but infinite downside, and c) active manager performance can wane over time as assets under management increase.

Much like mutual funds, ETFs work well for the retail or part time investor because they have some diversification already built in, given that they represent a collection of stocks (or other assets).

JA: So, I kind of like his concept here, because it depends on how many other asset classes that he has and everything else, is it individual stocks, does he have mutual funds, and how much dividends are kicking out, and how much money that he has, and I think that's what you were trying to say?

If anything, the price of an ETF is more tightly coupled to the underlying holdings or assets than a mutual fund, because of the independent creation / destruction mechanism.

Many investors buy units of asset allocation mutual funds because they think these funds provide an easy and profitable way to diversify between stocks, bonds and cash equivalents.

But there's no need to worry about that with this ETF, because it is simply a new share class of the Vanguard Total International Stock Index Fund, a mutual fund that has been around for 12 years and has $ 51 billion in assFund, a mutual fund that has been around for 12 years and has $ 51 billion in assfund that has been around for 12 years and has $ 51 billion in assets.

That's partly because index - fund ETF fees run as low as 0.10 % of assets per year, compared to 2.5 % or more on many mutual funds.

That's partly because index fund fees run around 1.0 % of assets per year, compared to 2.5 % or more on many broker - sold mutual funds.

Many investors feel that they have adequate diversification because their assets are spread across several stocks or mutual funds.

Low cost no load mutual fund assets will also tend to be greater, because an investor's full dollar gets invested into a noload mutual fund.

Generally, by investing in a number of different assets, a mutual fund can lower your risk because your money is not dependent on the performance of a single investment.

In addition to those common factors when evaluating a mutual fund, such as risks, return, and costs, more attention should be paid to the fund's asset allocation because it's what makes a lifecycle fund a lifecycle fund.

Assets tend to flow into higher - fee mutual funds because Canadian investors use financial advisors to help them make decisions.

That is because mutual funds (companies that pool the assets of many shareholders) provide diversification - with the added benefit of professional management.

«Because our investment management groups work independently and adhere to different investment approaches, Franklin, Templeton and Mutual Series funds typically have distinct portfolios and can be used to build truly diversified allocation plans covering every major asset class.»

So if I'm buying and selling that exchange traded fund and I want to put options or whatever on this thing, I have that option because it trades like a stock, versus a mutual fund, where it's going to close at net asset value at the end of the day.

It was believed that by marketing a mutual fund, its assets would increase and management could lower expenses because of economies of scale.

Compare that to a 1 % per annum charge which would have been $ 3.30 for that first year (assuming any dealer would allow it) and chances are they'll be happy to let you charge them for a DSC on a high MER fund because at low asset levels, even relatively expensive mutual funds are low cost on an absolute basis.

Because achieving diversification can be so challenging, some investors may find it easier to diversify within each asset category through the ownership of mutual funds rather than through individual investments from each asset category.

Because a bond mutual fund is just a collection of bonds, at any given time its expected return and risk are exactly equal to those of the underlying assets it holds.

This surprises most people, because the investment industry gives far more attention to telling you about hot stocks and mutual fund performance rankings than to explaining the critical importance of asset allocation (that is, how much space you make in your investment garden for stocks versus how much room you allocate to bonds).

Target date funds — mutual funds that change their asset makeup based on the expected retirement age of investors — have grown in popularity in the past decade, partly because they are often used as qualified default investment options.

Because it trades like a stock, an ETF does not have its net asset value (NAV) calculated every day like a mutual fund does.

You don't have as much strike price control with a mutual fund, but you have to check to make sure you are choosing the right strike price when buying or selling an ETF, because net asset value may be over - or under - priced with ETFs.

Last year, there was a big scandal over mutual fund pricing, and non-401 (k)- type stable value funds came under the microscope because of the obvious difference between the value of the assets and the stated NAV of the funds.

This problem is compounded by optimizers that work at the asset level (e.g., mutual funds), because a mutual fund may change the way it does things quarterly (which instantly negates all of the past return data which the correlation coefficient numbers were based on).

Most of the time, mutual funds go down just because that asset class went down.

These retirement models are «dynamic,» because all you d do is input the year you plan to retire, choose one of the five Investment Risk Tolerance Categories, other life factors, and the asset allocation mix comprised of the current mutual fund picks changes.

The only way to know for sure what you're getting is to optimize at the actual asset level, using that exact mutual fund's return data, because the optimizer will tend to choose the small - cap fund with the highest beta.

If the fund was sold because its style or asset class drifted or changed, then it's best to change the mutual fund.

If you just want to put the whole contents into one asset class, then you may want to make the Proposed portfolio hold a couple percent more in cash than recommended because the mix calculations are designed to account for mutual fund cash.

If the mutual fund was sold because its style or asset class drifted or changed, a new manager, then it's best to change the mutual fund.

The problem with that is that you can only find index funds for a little more than half of the asset classes in the Real World (and using ETFs offer little - to - no help here, because they behave more like mutual funds than index funds, plus they have much too little history for the results to be statistically significant).

There is an ETF and mutual fund recommendation for each of the 22 asset classes we work with, times five ways of managing money: Fee - Based, load mutual funds, no - load mutual funds, index funds (only 15 here, and then because of yet another Morningstar failure, and lack of interest, Index funds are not screened and Index Fund Models are not maintained anymofund recommendation for each of the 22 asset classes we work with, times five ways of managing money: Fee - Based, load mutual funds, no - load mutual funds, index funds (only 15 here, and then because of yet another Morningstar failure, and lack of interest, Index funds are not screened and Index Fund Models are not maintained anymoFund Models are not maintained anymore).

Once they see what you're doing, they'll leave you alone, because compliance prefers low - turnover asset allocation using mutual funds (over the myriad of other harebrained investment strategies everyone else uses).

This primary function of an investment portfolio (using mutual fund dividend and capital gains yields to generate retirement paychecks) is not possible with American Funds, because they don't have the asset classes needed to obtain a high stable income stream.

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