Sentences with phrase «by mutual funds»

Part of the reason for this poor investment performance is because of a large fee charged by the mutual fund company.

For example, look at the fees charged by mutual fund companies.

Some like the monthly systematic withdrawal plans offered by the mutual funds provide a good option.

In terms of investments, I'm paid by mutual fund companies for moving assets.

Active Share determines the extent of active management being employed by mutual fund managers: the higher the Active Share, the more likely a fund is to outperform the benchmark index.

If an earthquake destroys the factory of one of the companies held by a mutual fund, your financial hit will likely be minimal.

It is managed by the mutual fund professionals with a pool of investments made by various clients that have a common financial goal.

People sometimes look at the returns shown by mutual funds for 1 year, 3 year, 5 years, etc..

This is an investment plan that can even be opted for by mutual funds investors who do not have a regular source of income.

Entry load is a small fee that is collected by mutual fund house from the investor when the investor joins a mutual fund scheme.

Can you explain the implications of «securities lending» from the securities of mutual funds by the mutual fund company?

Payments to investors by a mutual fund from income or from profit realized from sales of securities.

The results that are generated by the mutual fund calculator are a hundred percent accurate.

Active Share determines the extent of active management being employed by mutual fund managers.

You don't get paid by mutual funds in case of huge hospitalization expenses.

These are distributed by mutual funds at the end of the year and represent your taxable gain, if any, on the trading the fund has done.

Is a measure of the total administrative costs incurred by a mutual fund expressed as a percentage of the assets.

In fact, my CEO blog was one of the first produced by a mutual fund company.

Notably, the market and value factor premiums earned by mutual funds since 1990 are about half the indicated theoretical return, and shockingly, the momentum factor premium essentially disappears.

How much active management is being done by your mutual fund manager?

Funds that do not charge a load are called no - load funds, which are typically sold directly by the mutual fund company.

Examples of time - weighted returns include the results you see published by mutual funds and exchange - traded index funds.

A condensed prospectus distributed by mutual fund companies to purchasers and potential purchasers of fund units or shares.

But in the end, successful investing is all about minimizing mistakes — both your own and those made by your mutual fund managers.

They are usually offered by fund families, and most are funds of funds offered by that mutual fund family.

Pension schemes launched by mutual funds also offer tax benefits.

Those distributions represent interest received by the mutual fund from municipal bonds and similar investments.

It probably comes as no surprise that investors typically don't get the returns that are advertised by mutual funds.

These sales charges are set by the mutual fund manufacturer.

After year of being charged excessive fees hidden by mutual funds stock brokers and banks, I had become very weary of fees.

Perhaps what's most interesting has been the moves by mutual funds and hedge funds to get into the private capital markets.

Mutual funds are managed by mutual fund accountants and fund managers.

Historical Yield - A historical yield is the set amount of yield by any mutual fund that it actually produced during a given period of time.

To become an agent one does have to meet certain criteria that are established by the mutual fund industry and any other relevant organizations.

The traditional measurement of the extent of active management employed by a mutual fund relies on methods comparing a fund's historical returns to those of its benchmark index.

Time - weighted returns are routinely presented by mutual fund companies and other investment managers.

But the question of fees is one that is consistently under appreciated by mutual fund investors, if for no other reason that they do not see the fees.

A trailer fee is one of many fees withheld by a mutual fund for management.

Short - term capital gains are treated as ordinary income, so you will pay your (probably higher) tax rate on any cash that you are given by your mutual fund.

So why should a professional adviser be compensated primarily by mutual fund commissions?

Doing this your bank rejects the request raised by the mutual fund.

The risk owing to fund diversification is reduced by mutual funds.

Around 36 % to 37 % are owned by hedge funds, and the remainder are held by mutual funds and individual investors.