Sentences with phrase «incurred by a mutual fund»

These are the various costs incurred by the mutual fund whenever it makes trades.

Is a measure of the total administrative costs incurred by a mutual fund expressed as a percentage of the assets.

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations.

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.

As a result of this low turnover, you won't incur the regular capital gains tax bills generated by the yearly distributions most conventional mutual funds pay out to unitholders.

The best Canadian ETFs can be a really good addition to your portfolio — if you choose carefully With the best Canadian ETFs you won't incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.

As a result of this low turnover, you won't incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds payout to unitholders.

As a result of this low turnover, you won't incur the regular capital - gains bills generated by the yearly distributions most conventional mutual funds pay out to unitholders.

As a result of this low turnover, you won't incur the regular capital - gains tax bills generated by the yearly distributions most conventional mutual funds pay out to unitholders.

Tax - saving implies that there are certain provisions in the Indian Income Tax Act that allows an individual to save tax by investment in some particular investment instruments (like ELSS mutual funds or Life insurance premium etc., under Section 80c) or when the taxpayer has incurred some expenses on which tax liability can be minimized to some extent (Example — HRA, LTA etc.,).

Mutual fund outflows add to the pain of capital gains distributions Even without selling shares of a mutual fund, investors can incur capital gains taxes triggered by security sales within theMutual fund outflows add to the pain of capital gains distributions Even without selling shares of a mutual fund, investors can incur capital gains taxes triggered by security sales within themutual fund, investors can incur capital gains taxes triggered by security sales within the fund.

Moreover, capital gains tax on an ETF is incurred only upon the sale of the ETF by the investor, whereas mutual funds pass on capital gains taxes to investors through the life of the investment.

With the best Canadian ETFs you won't incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.

Mutual fund fees and expenses are charges that may be incurred by investors who hold mutual Mutual fund fees and expenses are charges that may be incurred by investors who hold mutual mutual funds.