Sentences with phrase «other than the mutual funds»

In addition, I've become a lot more skeptical of track records generated in vehicles (separate accounts, SICAVs, hedge funds) other than mutual funds; the structural differences between them really matter.

If you don't pick another option, USAA is generally required to use this method to calculate gains and losses for securities other than mutual funds.

Beginning in early 2011, USAA has offered tools on usaa.com that let you choose from six approaches for calculating realized gains on investments other than mutual funds, some of which are variations of the specific identification method.

If you are transferring a «nominee account» (typically one held at a broker) to a «client name» account (typically one held directly with a mutual fund company), and you are transferring securities other than mutual fund units of the receiving institution, then you probably need to transfer - in - cash.

Other than mutual funds, what other investment items you suggest for elderly retired people & how should one wisely split the amount between them.

This would enable you to choose investments other than the mutual funds offered by your former employer.

The only way to not pay anyone anything, other than the mutual fund management fee (which can't be avoided and goes to pay the mutual fund and its investment managers), is to learn how to manage your own money and / or do your own mutual fund analysis (then only buy true no - load mutual funds).

Not exact matches

An adviser who earns a flat fee - such an hourly rate or a set percentage of your portfolio value - is much better aligned with you than an adviser who earns commissions for selling you particular mutual funds, insurance policies, or other products.

Bond investors like mutual funds and pension funds hope to buy securities with comparatively higher yields than other asset - backed debt that could also provide diversification benefits.

SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

In other words, you end up with a fee structure no different than the investor who owns the high fee mutual fund in their own discount brokerage account.

Its other backers include the mutual fund giant Fidelity and the big private equity investor TPG, as well as prominent venture capital firm Andreessen Horowitz, which has invested more money in Zenefits than in any other startup in its portfolio.

Other characteristics that are shared due to the common methodology include: (1) The estimates encompass both transfers and changes in society's real resources (the latter being benefits in the context of the 2016 RIA but costs in this RIA because gains are forgone); (2) the estimates have a tendency toward overestimation in that they reflect an assumption that the April 2016 Fiduciary Rule will eliminate (rather than just reduce) underperformance associated with the practice of incentivizing broker recommendations through variable front - end - load sharing; and (3) the estimates have a tendency toward underestimation in that they represented only one negative effect (poor mutual fund selection) of one source of conflict (load sharing), in one market segment (IRA investments in front - load mutual funds).

An advisor who earns a flat fee — such an hourly rate or a set percentage of your portfolio value — is much better aligned with you than an advisor who earns commissions for selling you particular mutual funds, insurance policies, or other products.

Since banks, mutual funds, hedge funds, pension funds, and other institutions control more than 50 % of the market's average daily volume, the direction of the stock market nearly always follows the institutional money flow.

Among those who are failing to get excited about active ETFs, James Peters, CEO of Tactical Allocation Group, managing more than $ 1.5 billion in three ETF - based portfolios, says: «I don't see where they add any compelling value other than being cheaper in cost and having a tax advantage over the traditional mutual fund.»

As a result, many mutual funds — which might be better performing but have higher expenses than other investment vehicles — would fall off of brokerage firms» platforms.

Facing redemptions of less than 2 percent of assets, it's possible that many bond funds could have met redemptions simply by drawing down cash or other liquid assets (after all, bond mutual funds held more than $ 200 billion in short - term liquid assets at the end of May).

This would mean brokers could take undisclosed kickbacks to push certain products, and place their interests ahead of their customers — recommending mutual funds and other products that earned them the highest fees, rather than served the interests of clients.

In short, the practice is nothing more than moving an investor's money into different asset classes such as stocks, bonds, mutual funds, real estate, gold, other commodities, international firms, fine art, etc..

There are many different places you can stick your money other than under your pillow, including stocks, bonds, savings, mutual funds, CD, currencies, commodities, and of course, real estate.

For example: Scotia iTrade charges an early redemption fee of 1 percent (minimum of $ 38.88) on all mutual funds other than Scotia and Dynamic Funds held for less than 90 funds other than Scotia and Dynamic Funds held for less than 90 Funds held for less than 90 days.

Sure there are other factors you need to consider, but nothing can kill your returns more than mutual funds with front or back - end loads and high management fees.

Because we believe our stock selection adds value, we own fewer stocks than most other mutual funds.

They entail significant risks that can include losses due to leveraging or other speculative investment practices, lack of liquidity, volatility of returns, restrictions on transferring interests in a fund, potential lack of diversification, absence and / or delay of information regarding valuations and pricing, complex tax structures and delays in tax reporting, less regulation and higher fees than mutual funds.

When the performance mutual funds tend to become slower than other performance mutual funds, the experienced investor must decide what the next move is.

In other words, most investors in actively managed mutual funds with «professional money managers» (who regularly bought and sold stocks) had worse returns than investors who stuck with unmanaged index funds.

His investments in stocks, bonds and mutual funds, in addition to his Individual Retirement Accounts and other holdings, total more than $ 4.5 million when calculating the floor of the ranges provided to the Conflicts of Interest Board.

Every actively managed category, as reported by Morningstar saw outflows other than alternatives, which had net inflows of $ 719 million to actively managed funds and another $ 884 million to passively managed alternative mutual funds and ETFs.

Do not stop making fresh investments Year 4 on wards, select an appropriate mutual fund (other than ELSS) according to your goal and invest in the same.

Index mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securities.

Since an IRA investment account is similar in most respects to a standard investment account the account holder may wish to maximize investment returns by trading in something other than just mutual fund shares.

Kindly note that NRIs based out of other countries (other than US / Canada) can invest in all mutual fund schemes.

There are two ways to ensure that your investments are adequately diversified, other than buying a fistful of unrelated stocks: you can choose to own mutual funds or ETFs (exchange traded funds).

Wary investors opened accounts to stash the money they pulled out of riskier products, while others decided the freedom of a TFSA was better than the uncertainty of a standard mutual fund investment.

However, some do a better job than others: funds with a lot of turnover can stick their investors with an unwelcome bill for capital gains, for example, though this is still likely to be less than the average actively managed equity mutual fund.

Choose a self - directed TFSA investment account that lets you hold stocks, bonds, mutual funds, exchange - traded funds (ETFs) and other investments that can generate higher returns than savings accounts.

In other words, the odds you'll do better than an index fund are close to 1 out of 20 when picking an actively - managed domestic equity mutual fund.

The question becomes: Are the American Funds or other mutual fund companies better able to protect us through their vast research department and trading area with any HFT issues than we would be in making those investments ourselves?

My take is that this HFT issue has more effect on individuals whose focus is on frequently trading individual stocks than it does a large long term investment firm like the American Funds or other mutual fund companies.

But the free Mutual Fund Screener available at Morningstar.com can easily help you find mutual funds that have traditionally performed better than others, thus increasing your chances of making the most Mutual Fund Screener available at Morningstar.com can easily help you find mutual funds that have traditionally performed better than others, thus increasing your chances of making the most mutual funds that have traditionally performed better than others, thus increasing your chances of making the most money.

While you can do all your business with Scottrade online, including trading stocks, ETFs, buying and selling mutual funds, transferring money back and forth, and researching, you can also get help from Scottrade in person when necessary because, unlike many other discount brokers who operate entirely online, Scottrade has more than 500 local branch offices across the country, making getting help with either trading or general question about account much easier and convenient.

Please note that some of these competing offerings may offer exposure to instruments other than ETFs, such as mutual funds.

As Dheer has already told you in his answer, your plan is perfectly legal, and there are no US tax issues other than making sure that you report all the interest that you earn in all your NRE accounts (not just this one) as well as all your NRO accounts, stock and mutual fund dividends and capital gains, rental income, etc to the IRS and pay appropriate taxes.

They also link out to the prospectus and other commentary (other commentary is mainly for stocks rather than ETFs and Mutual Funds).

Analysts, mutual - fund managers and other forecasters are telling investors to expect lower returns from stocks and bonds in 2016 than in past years.

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.

With inflows into ETFs exploding annually while hedge funds and other actively managed funds were brought back to earth during the financial meltdown, it's worth considering just what makes ETFs so much better than mutual funds and stock - picking.

As mentioned, ETFs are typically more tax - friendly and cheaper than other mutual funds or stocks.