Sentences with phrase «family than mutual funds»

Now that I use debt to finance hard assets like income property, I fell like I have something better to safeguard my family than mutual funds.

Not exact matches

Glass Lewis customers collectively manage nearly $ 8 trillion and include more than half of the top 15 mutual fund families *, more than half of the top 15 institutional money managers * and more than half of the top 15 public pension funds.

Rather than setting up mutual funds as separate trusts, they can be organized as a corporation that includes a family of funds under the same umbrella.

So, time now for something of a follow - up to my suggestion of a year ago that a family unit should own no more than ten mutual funds.

According to legendary investor John Bogle, founder of the Vanguard mutual fund family, dividends have provided more than 40 % of the total return of equities for the last 40 years.

ProShares is part of the $ 25 billion ProFunds Group, the world's largest manager of short and leveraged ETFs and mutual funds.1 ProFunds Group also includes the family of more than 100 ProFunds mutual funds and manages the Canada - based Horizons BetaPro Ffunds.1 ProFunds Group also includes the family of more than 100 ProFunds mutual funds and manages the Canada - based Horizons BetaPro Ffunds and manages the Canada - based Horizons BetaPro FundsFunds.

One longtime fund director, at a smaller fund family, pulls in more than $ 1 million a year overseeing some 170 mutual funds.

Some possibilities: Warren Buffett, David Swensen, Other great investors, Insiders, Hedge funds, Family offices, Retail investors who buy / sell stocks rather than mutual funds.

ProShare Capital Management is part of ProFunds Group, which includes the family of 64 other short and leveraged ProShares ETFs, as well as ProFunds, which offers more than 115 ProFunds mutual funds.

They haven't been able to do one thing of value better than competing families of mutual funds for a long time - and they more than likely never will again.

Just the fact that they don't close their bloated mutual funds is proof that they care more about maximizing their income at the family level, than getting above average investment performance for their fund shareholders.

These are things most fund families do, but they excel at enticing Registered Representatives to sell more of their mutual funds than any other mutual fund family.

As financial advisors increasingly adopt ETFs, the wholesale shift from actively managed mutual funds to passive investment vehicles is driving more inflows to ETF providers like Vanguard and Blackrock and State Street and than all other mutual fund families combined... and leading mutual fund companies into a mad scramble to figure out what they have to do to once again appeal to financial advisors.

My Broker Dealer and wholesaler and sales manager all very much want me to use them, I'm too lazy to maintain a supply of mutual fund prospecti or learn the paperwork for more than one mutual fund family, and they have the fanciest sales brochures to help me close the most deals.

From the investor's point of view, there isn't anything American Funds has or does better than any other mutual fund family.

Advisors that use more than one mutual fund family, because they want better investment performance for their clients, are usually left out of these parties.

Josh Shores, CFA is senior analyst and principal with Southeastern Asset Management, a value - oriented investment firm managing more than $ 30 billion in assets, including the highly regarded Longleaf family of mutual funds.