Sentences with phrase «many fees and expenses»

Costs are both financial, including listing fees and the expenses associated with mandatory disclosures and other regulatory requirements, and less tangible, such as the perceived burden of quarterly earnings releases, the risk of being targeted by activist investors, and higher visibility that can result in political or competitive pressure.

Some of this loss was due to fees and expenses, as well as poor choices by fund managers.

Net returns, also known as the net internal rate of return (IRR) and an indicator of investors» actual profits, deduct private equity fund investors» fees and expenses from a fund's gross profits.

In his book Your Money and Your Brain, Jason Zweig summarizes decades of research into one investment truth: «The single most critical factor in the future performance of a mutual fund is that small, relatively static number: its fees and expenses.»

The SEC's focus on the average net IRR disclosures, which has not been previously reported, marks a new phase in the agency's efforts to regulate private equity and comes at a time when the industry is already under pressure from investors to simplify its fees and expenses structure.

Centene intends to use the net proceeds of the offering to finance a portion of the cash consideration payable in connection with Centene's previously announced acquisition of the assets of Fidelis Care and to pay related fees and expenses.

Meanwhile, Broadcom settled a shareholders» lawsuit in September, agreeing to pay $ 118 million without admitting wrongdoing, plus an additional $ 11.5 million in legal fees and expenses.

BLUE SKY FEES AND EXPENSES: $ 35,000 A disadvantage of going public on the Nasdaq SmallCap Market, as Multicom discovered, is that state regulators do not automatically accept the new security for sale by brokers in their own states as they do with companies listed on the Nasdaq National Market, the New York Stock Exchange, and the American Stock Exchange.

To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products» prospectuses.

We certainly hoped to continue the momentum the Fund enjoyed last year, in which it produced a 50.2 % return, net of fees and expenses.

ACCOUNTING FEES AND EXPENSES: $ 150,000 Price Waterhouse LLP performed a nine - month audit.

The Adviser of the Near - Term Tax Free Fund has contractually limited, through April 30, 2018, the total fund operating expenses (exclusive of acquired fund fees and expenses, extraordinary expenses, taxes, brokerage commissions and interest) to not exceed 0.45 %.

An investment in the Fund is subject to fees and expenses.

Unlike most asset class indexes, HFR Index returns reflect fees and expenses.

You should read the prospectus carefully to fully understand the objectives, risks, sales charges, and fees and expenses before investing or sending money.

I also agree that a number of companies offer limited funds with exorbitant fees and expense ratios that line the pockets of the provider.

To the fullest extent permitted by applicable law, you agree to indemnify, defend and hold harmless Daily Harvest, and our respective past, present and future employees, officers, directors, contractors, consultants, equityholders, suppliers, vendors, service providers, parent companies, subsidiaries, affiliates, agents, representatives, predecessors, successors and assigns (individually and collectively, the «Daily Harvest Parties»), from and against all actual or alleged Daily Harvest Party or third party claims, damages, awards, judgments, losses, liabilities, obligations, penalties, interest, fees, expenses (including, without limitation, attorneys» fees and expenses) and costs (including, without limitation, court costs, costs of settlement and costs of pursuing indemnification and insurance), of every kind and nature whatsoever, whether known or unknown, foreseen or unforeseen, matured or unmatured, or suspected or unsuspected, in law or equity, whether in tort, contract or otherwise (collectively, «Claims»), including, but not limited to, damages to property or personal injury, that are caused by, arise out of or are related to (a) your use or misuse of the Sites, Content or Products, (b) any User Content you create, post, share or store on or through the Sites or our pages or feeds on third party social media platforms, (c) any Feedback you provide, (d) your violation of these Terms, (e) your violation of the rights of another, and (f) any third party's use or misuse of the Sites or Products provided to you.

As always, double check for hidden fees and expenses.

Included in that list: Identify investor needs and put those goals first, which is what the DOL fiduciary rule is about; develop and monitor a personal plan for each client, help clients through major life changes and be transparent about fees and expenses.

Commissions, management fees and expenses all may be associated with mutual fund investments.

In fact, 57 percent of those surveyed would choose a shorter - term loan with a higher APR over a longer - term loan with a lower APR to minimize the total fees and expenses of inventory financing or any other loan.

401k's offer up front tax savings however their high fees and expense ratios are well documented:

If returns on investments in your account over the next 35 years average 7 percent and fees and expenses reduce your average returns by 0.5 percent, your account balance will grow to $ 227,000 at retirement, even if there are no further contributions to your account.

This printer friendly booklet helps plan sponsors better understand and evaluate their 401 (k) plan's fees and expenses.

If fees and expenses are 1.5 percent, however, your account balance will grow to only $ 163,000.

The fund offers multiple share classes, which are subject to different fees and expenses that will affect their performance.

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

Although at first glance this might sound like highway robbery, there are other fees and expenses eating away at your margin that you need to make up for with this markup in order to walk away with some level of profit.

PLANADVISER: The complaint accuses the plans» administrative committee of failing to adequately disclose to participants the risks, fees and expenses associated with investment in hedge funds and private equity.

«I wish I knew that buying property came with fees and expenses that you would never expect,» says Martin Dasko of Studenomics.

Blooom will look at the fees and expense ratios associated with the funds you are investing in.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual basis.

This is the target investor return, net of fees and expenses.

The VanEck Vectors Gold Miners ETF (GDX) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the NYSE Arca Gold Miners Index, which is intended to track the overall performance of companies involved in the gold mining industry.

You agree to indemnify, defend and hold harmless to Leith Wheeler and all its directors, officers, employees harmless from and against any and all liabilities, expenses and costs, including without limitation reasonable legal fees and expenses, incurred by Leith Wheeler and related parties in connection with any claim arising out of your use of the website.

The VanEck Vectors Junior Gold Miners ETF (GDXJ) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS Global Junior Gold Miners Index, which is intended to track the overall performance of small - capitalization companies that are involved primarily in the mining for gold and / or silver.

The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences.

Additionally, the complaint accused the plans» administrative committee of failing to adequately disclose to participants the risks, fees and expenses associated with investment in hedge funds and private equity.

Investment results assume all distributions are reinvested and reflect applicable fees and expenses.

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

Although the Fidelity Private Client Group program is complimentary, some underlying products and services may charge fees and expenses.

Assuming the exact same investments above, if you were to pay 20 % carry on each of your investments, despite not generating any profit, you would still have to pay the full $ 20K in carry on the one successful investment, and would therefore end up with less money than you started with, or $ 80K returned (probably less after other fees and expenses).

It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses.

Further, there may be substantial fees and expenses.

The Adviser of the Gold and Precious Metals Fund has voluntarily limited total fund operating expenses (exclusive of acquired fund fees and expenses of 0.07 %, extraordinary expenses, taxes, brokerage commissions and interest, and advisory fee performance adjustments) to not exceed 1.90 %.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.

The Adviser of the World Precious Minerals Fund has voluntarily limited total fund operating expenses (exclusive of acquired fund fees and expenses of 0.11 %, extraordinary expenses, taxes, brokerage commissions and interest, and advisory fee performance adjustments) to not exceed 1.90 %.

any fees and expenses associated with the plan and the IRA, whether the employer pays for some or all of the plan's administrative expenses;

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

The rollover decision should reflect how the plan from which assets would be distributed stacks up in comparison to the proposed IRA in terms of investment options, fees and expenses, and services (such as advice planning tools).