Sentences with phrase «other mutual fund share classes»

They also tend to have a lower 12b - 1 fee and lower annual expenses than other mutual fund share classes.

Not exact matches

Other tax - efficient options that you might consider, Dale, include corporate class mutual funds or ETFs that result in less tax than their traditional counterparts, flow - through shares, life insurance products or direct real estate investment.

As for other funds offered in the plan, the complaint says that, rather than taking advantage of the plan's economies of scale, as required by its investment policy statement (IPS), to reduce the investment expenses charged to plan participants, Philips North America selected and maintained high - priced share classes of mutual funds, instead of identical lower - cost share classes of those same mutual funds which were readily available to the plan.

Each of the other funds in the Heartland family of value investment focused mutual funds also offers an institutional share class.

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund — or both.

Plaintiffs argue it was inappropriate to allow each of these recordkeepers to supply the plans with a separate menu of investment choices including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund — or both.

Shareholders may be eligible for a reduced sales charge on their investments in class A or class M shares by combining their present purchase of shares with purchases of other Putnam mutual fund shares (except money market funds) made at the same time, including purchases made through financial advisors.

• What mutual fund share class letters really mean (A, B, C, and other types shares), and why financial advisors really tout one kind over another.