In a nutshell, Fidelity's target - date fund shareholders pay considerably higher
expenses than the shareholders in Vanguard's target - date funds.
Not exact matches
ETFs are less expensive
than mutual funds as they operate at a much lower Total
Expense Ratio (TER), typically 0.5 % — 0.75 % because most ETFs are not actively managed and because ETFs are insulated from the costs incurred by unit trusts of having to buy and sell securities to accommodate
shareholder purchases and redemptions.
«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.»
«$ 8K Course To Make A Man Commit And Other
Expenses Of Online Dating Main Cupid's Major
Shareholder More
Than Doubles His Stake»
It is beyond the scope of this initial letter to discuss in great detail these issues, such as the sale of Mr. Riggio's own college book business to BKS for more
than $ 500 million and the hundreds of millions of dollars that the Company's failing and poorly - conceived Nook business may have cost
shareholders, along with the Company's inexplicably high SG&A
expense structure and parade of CEOs who have come and gone in the last few years.
If the fund's assets are increasing faster
than its costs, you'll enjoy lower
expenses as a fund
shareholder.
Because NextShares are exchangetraded, their transfer agency
expenses — the costs of administering
shareholder accounts — are lower
than for most mutual funds.
If a fund has more
than 50 % of its assets invested in foreign securities, the fund may elect to pass through this foreign tax
expense to its
shareholders, giving them the opportunity to claim either a foreign tax credit or a deduction.
If the interest
expense of the borrowing is greater
than the return on the securities bought, the use of leverage will decrease the return to
shareholders in the Fund.
This means any mutual fund needs to generate annual returns greater
than its
expense ratio in order for
shareholders to profit.
But the bank charges these fees so that it could have the income necessary to pay for its branches, pay its
expenses, pay its employees, make a profit and deliver
shareholder value, all while giving you more free services
than any for - profit business ever will.
Shareholders will pay higher
expenses than they would if they invested directly in the underlying funds.
The Funds» distributor and other entities are paid under the Plans for services provided and the
expenses borne by the distributor and others in the distribution of Fund shares, including the payment of commissions for sales of the shares and incentive compensation to and
expenses of dealers and others who engage in or support distribution of shares or who service
shareholder accounts, including overhead and telephone
expenses; printing and distribution of prospectuses and reports used in connection with the offering of the Funds» shares to other
than current
shareholders; and preparation, printing and distribution of sales literature and advertising materials.
As long as the system requires so much time to be spent on the stages, experts, etc., then there is no possible way that a Walmart - owned firm could make money without charging more
than enough to cover the costs of that protracted system and make a profit — a profit that would have to cover not only all the
expenses of running the law department and paying the lawyers in it, but also producing a return on investment to the
shareholders of Walmart for their foray into legal services.
Boards and
shareholders are more likely to see a legal budget as an
expense rather
than an investment, and like any
expense, it will then get carved during budget time.