Sentences with phrase «fee and expenses»

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return of an index that tracks stocks of global companies that offer high dividend yields.

The advisory fee does not cover underlying management fees and expenses of any mutual fund or ETF investment held in the portfolio.

Mutual fund fees and expenses are typically higher than for 401 (k) investments.

The 1 percent difference in fees and expenses would reduce your account balance at retirement by 28 percent.

There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments.

It's natural to be wary of fees and expenses associated with an advisor when you think you can do it all on your own.

The expense ratio includes ongoing fees and expenses for the fund.

While contributions to your 401k account and the earnings on your investments will increase your retirement income, fees and expenses paid by your plan may substantially reduce the growth in your account.

If you are not a passive investor, you must beat the market after fees and expenses.

The costs to consumers was for fees and expenses related to an attorney, the trustee, filing, credit counseling and debtor education, and other professional fees.

The expense ratio equals recurring fees and expenses charged to the fund during the year divided by average net assets.

The effect of fees and expenses on returns is also considered before ratings are assigned.

A panel of sitting federal judges address a range of issues in awarding attorney fees and expenses in large, complex litigation in federal court.

See if the management fees and expense ratios of the fund choices are too expensive.

In contrast to owning individual bonds, there are ongoing fees and expenses associated with owning shares of bond funds.

But as a rule, making fewer decisions as an investor results in better decisions and lower fees and expenses as well.

Therefore, these annual investing savings on total fees and expenses savings could be double per year — across their entire lives.

Of course, as you add more investments to your portfolio, you'll likely pay additional fees and expenses, which will, in turn, lower your investment returns.

It's the tuition, room and board, and any other fees and expenses associated with a school.

Share classes are subject to different fees and expenses, which will affect their performance.

Investors can no longer deduct investment fees and expenses.

When buying these funds, they pay special attention to fees, and only invest in funds with low fees and expenses.

Some advisers would argue that investors should still pay fees and expenses from a taxable account even though they can no longer deduct the fee.

The following example demonstrates how fees and expenses can impact your account.

Do I have enough money to make it worthwhile, given fees and expenses such as accounting, legal, audit or tax advice?

Each series offers different investment options, each with its own sales charges, fees and expense structure.

There should also be an explanation of current and maximum policy fees and expenses as well as minimum guaranteed and current interest or dividend rates.

It seems that every single aspect of college comes with more fees and expenses.

You need to check plan fees and expenses to make sure that saving for the short term will actually be beneficial to you.

Only fees and expenses paid from a taxable account that held taxable - income producing assets were tax deductible.

As always, double check for hidden fees and expenses.

Things can get tricky here because most annuities don't break out operating fees and expenses.

Those in the manufacturing industry may find that budgeting legal spend annually or tracking the life of matter fees and expenses makes the most sense.

The brokerage fees and expense ratios actually make this a negative sum game, meaning most traders lose.

We also pay professional fees and expenses, including bar review courses and moving expenses, and provide a competitive benefits package.

If the fund has many fees and expenses, then the investor does not receive the optimal return on his investment.

Keeping fees and expenses very low is important and avoiding hyperactivity helps with that objective.

Like fees and expenses, dividend and capital gains tax eats away at your returns.

Variable annuities have fees and charges that include mortality and expense, administrative fees, contract fees and the expense of the underlying investment options.

The initial fees and expenses make it difficult to get ahead in the early years of your policy.

Like any bank product, there are several fees and expenses to worry about.

Your first year's premium disappears into fees and expenses without a penny into your cash value account.

These are passive investments — they aim to closely track an index, less ETF fees and expenses.

Know what fees and expenses you can be charged.

They'd also have to include the up - front fees and expenses in the valuations.