Sentences with phrase «expense equity protection»

Not exact matches

According to the Investment Company Institute, over the past decade, the average expense ratio of actively managed equity funds has declined 21 basis points.2 With participant protection front and center from a regulatory perspective, there is a lot more riding on the investment decisions made by plan fiduciaries.

This means that more equity will be required to remain sitting in the home as a buffer for contingencies and as a protection against market volatilities that would affect expenses and sales prices for defaulted HECM loans.