Sentences with phrase «because mutual fund companies»

This is because mutual fund companies have many high expenses such as the high salaries of many research analysts, many overhead expenses and the commissions paid to financial advisers.

Not exact matches

The issue is particularly important to mutual funds because their investments in these privately held companies aren't easily resold.

The restructuring is especially interesting because with its far flung businesses and business ideas, in recent years, Google has resembled a collection of disparate enterprises like you might see within a single mutual fund but with a major difference: The company sits outside that specialized statutory structure, as Warren Buffet's Berkshire Hathaway does.

This works because the fee - only financial planner is compensated by you directly, and not by a third - party annuity, life insurance, or mutual fund company.

Broker - dealers that have «proprietary products, affiliated mutual funds and insurance products,» Reish says, «almost have to go under the best interest contract exemption because they can't really do level fee;... the fees have to be level, not only for the individual advisor but for the BD and all related parties — including the insurance company and mutual fund manager.»

This is very different from selling your shares in an underperforming company, because withdrawing from a mutual fund leaves the fund with less money.

«Right now, because there is such pricing variability within and between mutual funds, it is difficult to align mutual funds with the requirements of the Best Interest Contract Exemption,» the company explained at the time.

Pre-IPO shareholders typically buy in an IPO because they want to increase their holdings in the company (especially mutual and hedge funds that invest in both private and public companies), to provide the company with additional capital than could otherwise be raised and / or to signal their confidence in the company's prospects.

It's difficult to place a specific dollar amount on the investments because they are part of larger mutual - type funds that invest in numerous companies.

Mutual funds are considered open - ended funds because, according to the Investment Company Act of 1940, these funds can continuously issue more and more shares to the public.

Finally, small - cap mutual funds are high - risk high - returns schemes because they invest in small companies with the potential to deliver exceptional growth.

These mutual funds are less risky because companies invested in have a large market capitalization with several years of performance record.

I would really question, though, if commodities are just 5 % of your investment — simply investing in a S&P 500 ETF or mutual fund will give you about 5 - 10 % exposure to oil and natural gas simply because of the weighting of those companies in the fund.

Most mutual fund companies, stock brokers, insurance sales people, and other finance professionals who work on commission push high - cost funds because they make more money on them.

What I do begrudge is the 8 - page investment «analysis» at the end of the book that says that no one should have been suspicious of an 11 % / year return, because equity funds from many major mutual fund companies earned 11 % / year over the same period.

Mutual funds used to be popular because they allowed investors to easily invest in a variety of diversified companies and industries without having to pick individual stocks.

So yes, I write a lot about Vanguard mutual funds — because I think Vanguard is the best mutual fund company.

The reason mutual fund companies still charge these fees is because they bring in a lot of money.

A mutual fund that focuses on stocks from companies that are expected to experience higher - than - average profitable growth because of their strong earnings and revenue potential.

This is because money managers and mutual fund companies typically keep funds in either stocks or bonds with very little in cash.

Because the best mutual funds and index funds for individual investors are broad market funds, such as an S&P 500 index fund, you can not based your buy and sell decisions around the performance of any specific company.

It would be a disadvantage to mutual fund companies to include it in retirement accounts because they would make less money per year on it.

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

I don't feel comfortable about buying mutual funds or ETFs because I don't have any control over what the fund manager may do and which companies he or she will buy at any given time.

Some critics of the industry say that mutual fund companies get away with the fees they charge only because the average investor does not understand what he / she is paying for.

It is hard to get excited about these new - fangled mutual funds because rather than providing investors with a genuinely better product, Invesco Trimark's approach smacks of a fund company trying to cash in on a hot trend.

U.S. mutual fund companies have begun to warn customers that if yields on short - term investments remain negative, as they have because of the ongoing European financial crisis, they won't be taking the hit for customers.

The American Century suit is «very similar» to the latter two, because it «involves a mutual fund company's defined - contribution plan in which they've populated the plan exclusively with their own investments,» Mr. Engstrom said.

Dave prefers mutual funds because spreading your investment among many companies helps you avoid the risks that come with investing in single stocks.

A gold mutual fund, like a gold stock, is considered a leveraged play on gold because the underlying mining companies have fixed costs and any increase in the price of gold can increase the percentage of profit quite dramatically.

I say shock because a few years ago the provincial regulators, the Canadian Securities Administrators (CSA), did a survey and discovered that two - thirds of investors were unaware that their adviser was receiving compensation from mutual fund companies.

Mutual funds are destined for poor results because they own 100 stocks of average companies at average valuations.

This is simply because the vast majority of investment funds are actively managed funds, which are far more likely to make money for the mutual fund company, than they are to make money for you.

Because there are many companies in one fund, mutual funds are more diversified than holding individual stocks, but they are still made up of equities and are subject to market volatility just like individual stocks.

FUNDCO's pay for and sponsor The Mutual Fund Show because the mutual fund industry is worth over 820 billion dollars and fund companies and their family of funds rely heavily on being in the customers eye for branding and the advisors eye for end - user Mutual Fund Show because the mutual fund industry is worth over 820 billion dollars and fund companies and their family of funds rely heavily on being in the customers eye for branding and the advisors eye for end - user saFund Show because the mutual fund industry is worth over 820 billion dollars and fund companies and their family of funds rely heavily on being in the customers eye for branding and the advisors eye for end - user mutual fund industry is worth over 820 billion dollars and fund companies and their family of funds rely heavily on being in the customers eye for branding and the advisors eye for end - user safund industry is worth over 820 billion dollars and fund companies and their family of funds rely heavily on being in the customers eye for branding and the advisors eye for end - user safund companies and their family of funds rely heavily on being in the customers eye for branding and the advisors eye for end - user sales.

«Right now, because there is such pricing variability within and between mutual funds, it is difficult to align mutual funds with the requirements of the Best Interest Contract Exemption,» the company explained at the time.

Greater cost investment company funds reduce ETF (exchange traded fund) and mutual fund return performance, because their higher fees continually yank on average investors» purses.

If and when you live in a world where everything is set up to do the best things you can for your clients (because you have access to the whole universe of mutual funds, and are not limited to just 22 American Funds and the products of a few life insurance companies), then there's zero reason to even think about using American Ffunds, and are not limited to just 22 American Funds and the products of a few life insurance companies), then there's zero reason to even think about using American FFunds and the products of a few life insurance companies), then there's zero reason to even think about using American FundsFunds.

And in the fullness of time, as we have now come to realize, Toyota stock has gone up a lot from that standpoint, and investors, which properly explains the kind of results we've managed to have in our mutual funds that Consuela referenced, is because a patient investor with the contrarian value mindset I've talked about, as long as you're buying the stocks on sale and not those that are offered on clearance, i.e., which nobody else wants ever — so we don't believe in distressed investing or deep value investing, we're talking about quality companies that are available on sale — you can make what I'm going to call performance statements in your portfolios, as opposed to what I'm going to describe what a lot of investors try to make, which is fashion statements.

The main reason why ULIPs became more popular than mutual funds was because life insurance companies were allowed to pay their agents huge commissions of anywhere between 30 and 40 per cent of the premium in the first year and almost as much in the subsequent years.

Because he feels there are better places to invest your money than with an insurance company, he recommends buying term life insurance which, because it has no cash value component, is cheaper than whole life, and investing the difference in mutualBecause he feels there are better places to invest your money than with an insurance company, he recommends buying term life insurance which, because it has no cash value component, is cheaper than whole life, and investing the difference in mutualbecause it has no cash value component, is cheaper than whole life, and investing the difference in mutual funds.

Big players in the investment world, Wall Street and Mutual Fund Companies, don't talk about this because they would miss opportunities to sell stocks and other investments and lose out on many large commissions.

I prefer to use the major mutual fund companies for these plans, because they have opened millions of plans and are very knowledgeable and helpful.