Sentences with phrase «fund assets passing»

With mutual fund assets passing the $ 10 trillion mark and growing steadily, critics of this fee are seriously questioning the justification for using it.

Not exact matches

Following the financial crisis, I argued that regulators should look into whether or not the mutual fund rules and current accounting rules were appropriately structured given the growing presence of firms like Berkshire Hathaway (BRKA), which get a pass from daily net asset value calculations and other requirements.

If fund managers are trying to pass off some of the best safest assets today as risky, simply because their mandates restrict them from investing in them, then it's time for us to take back control of our own wealth management.

After recently mentioning that I would consider an investment in the Vanguard Wellington Fund if I wanted to create wealth in such a way that I did not have to spend much time thinking about investments or intended to pass the ownership stake on to someone that did not have much knowledge about investing (i.e. if you wanted to turn your children into trust fund babies in a way that they could not ruin it, you'd want to set up a restricted trust that only permitted the kids to receive the interest and dividend income generated by the fund, perhaps with the instruction that the assets transfer into an S&P 500 index fund if the Wellington Fund were to ever cease to exiFund if I wanted to create wealth in such a way that I did not have to spend much time thinking about investments or intended to pass the ownership stake on to someone that did not have much knowledge about investing (i.e. if you wanted to turn your children into trust fund babies in a way that they could not ruin it, you'd want to set up a restricted trust that only permitted the kids to receive the interest and dividend income generated by the fund, perhaps with the instruction that the assets transfer into an S&P 500 index fund if the Wellington Fund were to ever cease to exifund babies in a way that they could not ruin it, you'd want to set up a restricted trust that only permitted the kids to receive the interest and dividend income generated by the fund, perhaps with the instruction that the assets transfer into an S&P 500 index fund if the Wellington Fund were to ever cease to exifund, perhaps with the instruction that the assets transfer into an S&P 500 index fund if the Wellington Fund were to ever cease to exifund if the Wellington Fund were to ever cease to exiFund were to ever cease to exist).

If you want to leave your children an inheritance, consider this when figuring out which assets you'll have to fund your retirement and how much you want left to pass on, Frankle said.

As each fund passes its fiscal year - end, the annual expense ratio is calculated by dividing the fund's operational expenses by its average net assets.

Each Freedom Fund's neutral asset allocation strategy becomes increasingly more conservative as the target date approaches and passes.

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.

What's more, the BMO fund is quickly gaining in size: it has already passed $ 900 million in assets, compared with $ 1.2 billion for XIC.

But if you follow the strategy I mentioned above and put only a portion of your savings into an annuity and invest the remainder in a portfolio of stock and bond funds, you would still have assets that you could pass along to your heirs, assuming you manage withdrawals from your portfolio so you don't deplete it too soon.

Now that the Canadian ETF industry has passed the magic milestone of $ 100 billion in assets, the threat to the established mutual fund industry is palpable

For example, if a bypass trust is originally funded with assets worth $ 1 million dollars at your death and appreciates in value to $ 2 million dollars at the time of your surviving spouse's death, then the additional $ 1 million dollars of appreciation is also passed to the disclaimer trust beneficiaries free of estate taxes.

Once the RRSP or RRIF assets pass to the survivor, the combined nest egg could subject the remaining partner to «super high tax levels» as RRIF funds are withdrawn.

When someone passes away and leaves their stocks, bonds, mutual funds, properties, and many other assets to family members, the beneficiary often receives the assets at a stepped up cost basis.

As time passes and they approach entering college, the account assets are automatically adjusted from stock funds to bonds and / or money market funds to minimize risk and preserve capital.

If more than 50 % of the value of a Fund's total assets at the close of its taxable year consists of securities of foreign corporations, a Fund may be able to elect to «pass through» to a Fund's shareholders the amount of eligible foreign income and similar taxes paid by a Fund.

Even after the target date passes, the asset allocation of the funds continues to become more conservative.

These regulations are currently published in draft form in the Canada Gazette; if passed, they will require the applicant to provide a statement of net assets or of funding arrangements that demonstrates, to the Board's satisfaction, it is able to pay the applicable amount.

If the report is to be passed as law, ICO issuers in the country will have to clearly lay out how funds were raised, how the assets and profits are to be distributed among investors and the owners of the project; plus, how the ICO - issuing entity will distribute equity and debt.