Sentences with phrase «less management expenses»

Not exact matches

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

Each month, the management company sends you a check for your rental house earnings less the management company's expense.

While the ABC Canadian small cap fund charged a management expense ratio of less than 2 %, add in the trading expense, and the funds» total cost approaches 3 %.

All three funds will be no - load with a 2 % redemption fee if the funds are sold within 60 days of purchase and will carry a management expense of.50 % (that compares to Vanguard's Total Retirement Funds» expenses of less than.25 %).

In general, investors should look for equity funds with MERs (management expense ratios) of 1.5 % or less, and bond funds with MERs of 1 % or less.

Net investment income: For a mutual fund, gross investment income less management fees, Rule 12b - 1 fees, and administrative expenses.

Assuming active investing expenses are 2 % (some may be more, some may be less, but certainly none will be less than the passive investing expenses because of management fees and higher trading costs etc), then the active group would have made 10 % - 2 % = 8 % on average.

Passive management produces average rates of return less expenses and fees.

While the ABC Canadian small cap fund charged a management expense ratio of less than 2 %, add in the trading expense, and the funds» total cost approaches 3 %.

Low management expense ratios (MERs) mean you pay less in fees so you keep more of your returns (more wealth for you!).

The less money you pay in management fees, 12b - 1 fees, expense ratios, etc., the more money you get to keep and use for your retirement.

Look for a bond fund with a management expense ratio (MER) of 1 % or less, and an equity (stock) fund that charges 1.5 % or less.

We have recently dropped our high MER (management expense ratio) mutual funds along with our financial adviser and switched to some lower fee and less volatile mutual funds with our bank.

The Streetwise Funds have a management expense ratio of 1 %, which is higher than you'd pay for a portfolio of ETFs (but less than half the MER of most actively managed funds).

Rather, we are recommending index funds which charge a management expense fee of less than the 0.70 % that Knowledge First charges (page 8, its own prospectus) which incidentally doesn't include the years of contributions that count 100 % towards fees.

These articles provide more detailed explanations of why you get less with bond funds that have higher management expense ratios.

The underlying portfolioâ $ ™ s average interest rate is 5 % and the fund charges an extremely = small management expense ratio (MER) of only 0.40 %, which is a percentage point or so less than most bond mutual funds.

The greater the investment firm management expenses, trading fees, and investment taxes, the lesser the net investment performance returns to investors.

In addition to better returns, passively «indexing» your portfolio also can save you a bundle on management fees, because it requires much less expense to manage the fixed list of stocks that make up the S&P 500 than to actively research and trade stocks based on complex strategies.

«And, even when I added back in the management expense ratio (most were.48 %), two of the funds still captured less than 90 % of their indexâ $ ™ s return.»

By my own calculations, which I have driven home to top management, an hour of an inside lawyer's time, fully allocated for the lawyer's salary, benefits, travel, training, office space, and all similar expenses, costs the company less than $ 100 per hour.

Old formula as prescribed by IRDA and as contained in the policy document: Market value of the investment plus / (minus) expenses incurred in the purchase / (sale) of assets plus current assets and accrued interest (net of fund management charges) less current liabilities and provisions, divided by, number of units outstanding under the fund at valuation date (before creation / redemption of units).

For example, consider a $ 100,000 property that brings in $ 9,600 per year in net income (net means gross rents collected, less expenses, such as property taxes, insurance, maintenance, and property management).

«Furthermore, operating expenses decline and management is less intensive on one site — in an apartment building — than it would be with rental units located in different cities or states.»

Net Operating Income: A property's gross income (scheduled rents and 100 % vacancy factor) less its total annual expenses (including management costs, utilities, services, repairs, a vacancy factor and a credit loss factor) plus any additional other income (vending machines, coin laundry operations, etc.).