Sentences with phrase «expenses than bond funds»
Stock funds have higher expenses than bond funds, and foreign investments are more expensive than domestic investments.
http://www.aaii.com/ Not exact matches
But in the last few episodes of sharp stock market drops, bonds went up (US government bonds are a safe haven asset and appreciate in crisis periods) so the only thing better than 3 months worth of expenses in a money market fund is having 3 + x months worth of expenses in the bond portfolio due to higher bond yields and negative correlation between bonds and stocks.
«In a minority of cases, activist hedge funds may bring some lasting value for shareholders but largely at the expense of workers and bond holders; thus the impact of activist hedge funds appears to take the form of wealth transfer rather than wealth creation.»
Expenses tend to be higher for stock funds than bond funds, and higher for actively managed funds than index funds.
Also, because the portfolio never changes from day to day or year to year, target maturity funds can operate with much lower expense ratios than indexed and actively - managed bond funds.
I prefer using a bond index fund rather than individual bonds as the expenses are much lower in my case.
Morningstar concludes that, conceptually, «clean share classes would simply charge clients for managing their money (and other associated expenses) without indirect payments — fees charged to investors by the fund company that they in turn send to an affiliate or third party for services other than managing a portfolio of stocks or bonds.»
As a result, bond funds also have higher expense ratios than stock funds.
With more than 100 commission - free ETFs expertly chosen by independent research firm, Morningstar, which includes equity funds, commodity funds, international funds, and bond funds, all with economical expense ratios, the options are plentiful to create a diverse portfolio trading at a reasonable cost.
The underlying portfolioâ $ ™ s average interest rate is 5 % and the fund charges an extremely = small management expense ratio (MER) of only 0.40 %, which is a percentage point or so less than most bond mutual funds.