Sentences with phrase «fund after expenses»

In a category where average fees can be above.5 %, this does not leave much room before you actually earn a negative yield on the fund after expenses.

Not exact matches

(Not coincidentally, index funds tend to outperform the vast majority of actively managed funds, after taxes and expenses.)

«After getting a small amount of seed money from a college competition, we rented a home that doubled as an office, and funded some of our start - up expenses by renting out rooms on AirBnB.

The accounts, which are available to working people enrolled in high - deductible health insurance plans, can be used to sock away funds pre-tax and use them before or after retirement to pay for covered medical expenses.

But Roth IRAs also allow you to take out funds tax - and penalty - free to pay for qualifying educational expenses after five years.

And after expenses it laughs at the average hedge fund and kicks sand on its face at the beach in front of all the girls.

The yield figure reflects the dividends and interest earned during the 30 - day period, after the deduction of the fund's expenses.

Net Expense Ratio is the total annual fund operating expenses after expense reduction, per the fund prosExpense Ratio is the total annual fund operating expenses after expense reduction, per the fund prosexpense reduction, per the fund prospectus.

You might receive any extra funds left over after paying for tuition and room and board to cover other expenses, such as books.

The expense ratio after waivers is a contractual limit through December 31, 2014, for the Near - Term Tax Free Fund, on total fund operating expenses (exclusive of acquired fund fees and expenses, extraordinary expenses, taxes, brokerage commissions and intereFund, on total fund operating expenses (exclusive of acquired fund fees and expenses, extraordinary expenses, taxes, brokerage commissions and interefund operating expenses (exclusive of acquired fund fees and expenses, extraordinary expenses, taxes, brokerage commissions and interefund fees and expenses, extraordinary expenses, taxes, brokerage commissions and interest).

Our Precious Metals Opportunity Fund gained 47 % after all fees and expenses.

What if the reason a fund has a higher expense ratio is because it makes you a lot more money, even after subtracting the fee, than the lower - cost fund?

It's an important life skill to learn how to manage money so there are some funds left over after paying off expenses, says Craig Copeland, author of a new Employee Benefits Research Institute (ERBI) report.

This is remarkable in light of the study's primary conclusion: Truly active funds (defined as funds with Active Share of 80 or greater) do outperform their benchmarks on average even after fees and expenses.

Additionally, the B.C. Liberals are leaving schools short on funding after hitting them with hikes to MSP premiums, hydro rates and more operational expenses.

The expense ratio after waivers is a voluntary limit on total fund operating expenses (exclusive of any acquired fund fees and expenses, performance fees, taxes, brokerage commissions and interest) that U.S. Global Investors, Inc. can modify or terminate at any time, which may lower a fund's yield or return.

Parents who borrow to help pay for their child's college expenses are required to begin repaying a PLUS loan balance plus interest shortly after the loan funds are dispersed.

Park district Executive Director Steve Scholten said that after preliminary meetings with the village, park staff has decided the design needs further review and that the timing could be delayed based on district funding and overall capital expense commitments for the year.

[9] New expenses rules published by the Independent Parliamentary Standards Authority coming into force after the 2010 General Election allow employment of one relative but replace funding for a second home with a London Allowance of # 3,760 for MPs with seats within 20 miles of Westminster.

Within 90 days after polling day for a general election, a party secretary must file with the Electoral Commission a return of expenses incurred by the party that have been funded from the party's allocation.

(This year's state operating funds spending hike is officially 1.8 percent; however, the spending increase is 2.5 percent after adjusting for $ 344 million in fiscal 2014 «prepayments» of 2015 expenses.

In addition, the college's reserve fund was at $ 10 million, after it was drawn down to cover operational expenses.

The governor is also relying on some one - time revenues from bank settlements after the financial crisis, to pay for improving the New York City subways, funding hospitals and other health care providers, and paying for some day - to - day state operating expenses.

Welsh MPs and members of the Welsh Assembly have been accused today of using taxpayer money to fund political parties, after details of their expenses were published.

The byelection in Norwich North, held by Labour since 1997, was caused by the resignation of Ian Gibson, who quit after Labour ruled that he would not be allowed to stand at the next election because he used parliamentary expenses to fund a flat which he subsequently sold at a discount to his daughter.

«Howe was summarily dismissed from the association in 2002 — walked out the door by a company executive without any chance to clear out his office — after he was found to have been misappropriating funds to pay for personal expenses he had put on his corporate credit card, for purchases at such places as Brooks Brothers,» an MBA insider said.

Executives at the taxpayer - funded Commonwealth Development Corporation are facing a review after media reports exposed «lavish» expenses claims.

24 hours after the Derek Conway report was published David Cameron took decisive action against the disgraced MP and he has kept up the momentum over the last week with welcome requirements for greater openness from his frontbenchers with regard to their taxpayer - funded expenses.

The governor also is relying on some one - time revenues from bank settlements after the financial crisis to pay for improving the New York City subways, funding hospitals and other health care providers, and paying for some day - to - day state operating expenses.

First, after he was convicted of filing for bogus travel expenses and using a taxpayer - funded non-profit he controlled for political activity, Boyland, D - Brooklyn, quickly sold off his two - family Ocean Hill townhouse for $ 875,000.

In the remaining time before the election, Mr Clegg said MPs should instead focus on reforming Parliament, the voting system and party funding to begin restoring public trust after the expenses scandal.

The additional funds would support the administration's directive to reinvigorate human and robotic exploration of Earth's moon and other planets in the solar system but would also come at the expense of several other big - ticket items in NASA's portfolio — namely the International Space Station (ISS) as well as the Wide Field Infrared Space Telescope (WFIRST), a «flagship» - class mission next in line for launch after the James Webb Space Telescope (JWST).

In theory, if the actuarial assumptions hold true going forward and no new benefits are enacted, the amortization costs will eventually disappear (after 30 years, under a typical funding schedule), in much the same way that a homeowner's monthly expenses decline when the mortgage gets paid off.

After joining Jane Goodall's worldwide organization, Roots & Shoots, aimed at youth making a difference in their community and its environment, they wrote a proposal to the national nonprofit organization What Kids Can Do, which funded their basic expenses with a small Student Research for Action grant.

529s allow individuals to open up an investment account and contribute after - tax dollars, with any interest that accrues growing tax - free as long as funds are used for qualified educational expenses.

Under the new formula, the charter rate is tied to the change in the district's average operating expense and, importantly, takes effect after nearly a decade of district expenditures growing significantly faster than charter funding rates.

The audit says the funds were inappropriately used to cover expenses from the previous year, instead of going toward other public schools that students transferred to after Kinston closed.

What it means: Based on the most recent 30 - day period, this yield reflects the interest earned during the period by the average investor in the fund, after deducting the fund's expenses for the period.

The returns shown below are after taking out the annual fees the fund charges (shown below as the Net Expense Ratio).

Large cap funds, on average and after expenses, have returned 7.1 % over the past 15 years which puts them 70 bps behind the S&P 500 for the same period.

Then, after you determine how to budget for your new addition and fund future education expenses, there are significant tax implications to consider as well.

This is exceptional for a mutual fund; usually mutual funds don't have any alpha after expenses.

The return of a mutual fund over N days is the percentage increase (or decrease) in the NAV share price over the N - day period, and the NAV is calculated each evening after the markets have closed and the expense ratio for the day has been subtracted from the fund assets.

I wanted to create a calculator to show you how those hideous management expense ratio fees (MERs) can eat up your mutual fund portfolio returns, year after year.

Let's understand this point in greater detail with an example: In stocks, while there are book value and the market value representing stock's intrinsic value and investor's perception respectively, in case of mutual funds NAV represents total assets held by mutual fund after taking care of all expenses.

The fund currently has a 7 - day yield of 5.10 % after expenses.

Of course, having most funds lag their benchmarks after accounting for expenses would make little difference if people could reliably identify the handful that would ultimately outperform.

My suggestion is to look for one that 1) doesn't try to sell you insurance first (since insurance is an expense, not an investment), 2) can explain to you the the relationship between risk and return (and what mix is right for you) and 3) recommends funds that have good demonstrated returns after fees have been removed.

Those funds covered basic expenses until Charles passed away three years later and Anne a year after that.

Your retirement fund will allow you to pay for living expenses, and maybe some nice extras, after you can't or don't want to work.