Sentences with phrase «of mutual fund assets»

This chart may look impressive; but, if you consider it carefully, you realize that index funds still account for less than 20 percent of all mutual fund assets.

Who would've thought that almost 40 % of mutual fund assets in Canada were indexed?

The number of independent and affiliated robo - advisors has been rising, along with the assets they manage, and the percentage of mutual fund assets with loads or 12b - 1 fees has been declining and the percentage of lower cost institutional shares and ETF shares have risen.

As of 2009 when the below chart ends, roughly half of mutual fund assets are indexed or closet indexed [ii].

Realized gains arise from sale of mutual fund assets or appreciation of assets.)

12b - 1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00 % per year -LRB-.75 % distribution and.25 % shareholder servicing) under FINRA Rules.

The bank or trust company which takes custody of mutual fund assets and securities for safekeeping.

About 70 percent of mutual fund assets are now invested in actively managed funds, although for institutional investors (pension plans and endowments, for instance) that figure is likely now below 60 percent.

I saw something the other day that said that almost 40 % of mutual fund assets in the United States are in cash and short - term T - bills.

Millennials are still in the very early stages of market participation: those under 35 own just 4 % of mutual fund assets, but the 80 - 90 million millennials will soar in importance to everyone in the wealth / asset management business before too long.

In 2006, ETF assets were equivalent to only about 4 % of mutual fund assets.1

ETFs are still only about 5 % of mutual fund assets, and even if we take that 5 % to 10 % there is still a whole lot of opportunity.