Sentences with phrase «pay by investing in the fund»

And even if the fees are reasonable, they may be higher than what you'd pay by investing in the fund's individual components on your own.

Not exact matches

(d) by causing Retrophin to pay cash to himself, Biestek, and Fernandez so that he would not have to invest $ 731,778 of his own funds in the February PIPE, and by using PIPE proceeds in contravention of the terms of the Securities Purchase Agreement to fund investments by Shkreli, Biestek and Fernandez, resulting in an additional benefit to Shkreli alone of $ 360,000 in cash and 180,000 Retrophin shares and warrants worth more than $ 5.3 million (at current market prices).

The people who invest in those funds could improve their performance by about 1 percentage point a year by switching to other funds that don't pay brokers.»

It was an eye - opening book and I loved the idea that you could «automatically» become a millionaire by paying yourself first and investing in a diverse portfolio of low - cost index funds.

We planned to invest the money, that got free by not paying off our debt, into a tracker, so we build up a little fund that we can use for future investments in real estate and start paying off our college debts starting 5 years from now.

In this case, instead of investing in funds that pay out a regular income, you'd plan to «create» and withdraw your 3.5 % or 4.0 % annual income by selling unitIn this case, instead of investing in funds that pay out a regular income, you'd plan to «create» and withdraw your 3.5 % or 4.0 % annual income by selling unitin funds that pay out a regular income, you'd plan to «create» and withdraw your 3.5 % or 4.0 % annual income by selling units.

Whether you are paying a bill on your phone, transferring money abroad, taking out a loan online, comparing insurance using a website, or investing in an exchange - traded fund, Canadians will be seeing many improvements as fintech innovations are introduced by incumbents and new entrants alike.

Fully invests in our aging infrastructure by (1) increasing the pay - as - you - go Road Fund by $ 700,000 and (2) increasing the Capital Budget to $ 39 million to address our deteriorating roads, bridges and parks.

We also must invest in on our children's education, provide meaningful funding increases for our schools and make sure that we move the economy forward by creating good paying jobs.»

Since the 1940s, when the U.S. government began to invest seriously in civilian research, the work has been done largely at the nation's universities and paid for through competitive, temporary grants awarded to individual professors by federal funding agencies such as the National Institutes of Health and the National Science Foundation.

Shorter term, there's that restitution fund that could approach half a billion dollars by the time all the Defendants pay their share for all the states, and if Amazon plays its cards right it could end up seeing much of that money invested in Kindle book purchases.

Investors mistakenly believe that they can have the good and avoid the bad by investing in currency - hedged funds by paying a smidgen more in expenses and fees.

Mutual funds that invest in foreign stocks pay taxes to the appropriate country on dividends generated by those investments.

Furthermore, I paid less fees than I would've by investing in a typical mutual fund based on the amount of money invested.

By answering these three questions you can quickly determine whether paying off your mortgage is the right move for you, or if you should be investing in your retirement fund.

The fund seeks long - term capital appreciation by investing at least 80 % of its net assets in companies of any size that have paid consistently rising dividends.

The Fund seeks to achieve the investment objective by investing primarily in: Dividend - paying common stocks, and by writing call options on common stocks and common stock indices.

A regular plan is one in which you invest in through a mutual fund distributor and for which a distributor earns a commission, paid out by the mutual fund company from your money.

High yield bond funds take higher risks with the goal of paying higher yields by investing primarily in securities that are either not rated, or have been rated below investment grade by the major ratings agencies — for taxable funds, BB and below.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Fees for 401K plans include a percentage fee on your investment in each mutual fund, operating expenses paid by your company to the plan provider and even fees each time you invest.

A portion of the premium paid by you is utilized towards insurance, and the remaining portion is invested in funds chosen by you.

The reason is your decision of whether to pay off your student loan depends on whether you can earn more by investing the payoff funds in a different vehicle or spend less by refinancing the loan with a lower cost source of funds.

By investing in these funds investors will stay out of the high flying, potentially volatile stocks and stick with tried and true, financially solid, dividend paying companies.

Second, if you invest in mutual funds, you have to pay all the fees charged by the funds themselves.

The best part is by investing in index funds you don't have to pay a lot of attention to your investments.

Note that, in some states, investors will have to pay state income tax if they purchase shares of a municipal bond fund that invests in bonds issued by states other than the one in which they pay taxes.

To reduce stress, I always suggest that part of your retirement plan should include funding a 401 (k), paying down consumer debt and balancing your portfolio by investing in a fixed indexed annuity.

If the investment is stock shares or mutual fund shares and the only thing that has happened since you invested is that the per - share price went up (there were no dividends paid or mutual fund distributions that occurred between the purchase and today) so your investment is now worth $ 12,000, then by all means you can withdraw $ 10,000 from your investment, but you can not withdraw only the original investment and leave the gains in the account; your withdrawal will be partly the original post-tax money that you put in (and it will be not be taxed upon withdrawal) and partly the gains on which you will owe tax.

For any iShares Fund which invests in other iShares ETFs, the management fee does include any fees paid to BlackRock Canada or its affiliates by such fund Fund which invests in other iShares ETFs, the management fee does include any fees paid to BlackRock Canada or its affiliates by such fund fund (s).

Short - term municipal bonds issued by state and local governments (money - market mutual funds that invest exclusively in these pay tax - free earnings).

Of course, you can always go beyond this basic approach — say, tilt your bond holdings more toward short - term maturities by investing in a short - term bond fund to get a bit more protection against the possibility of rising interest rates or add more dividend stocks to your mix by buying a fund that specializes in shares that pay dividends.

Possibly because they earn much higher MERs on foreign funds, maybe because they also don't always have to disclose what kinds of currency hedges and such are in place or maybe because they can pretty much invest in anything they want in between quarterly reports, or maybe so that they can travel to great places paid for by the money they manage?

TD Direct Investing will pay a transfer fee rebate to the Account of up to $ 150 by the 10th business day of the month after the month in which you fund your Account with $ 25,000, or more.

Then he would invest the money so it produced an annual income of about $ 5,000 to $ 10,000 a year, something Louis says he could probably do by investing in good dividend - paying stocks or a well - balanced portfolio of index mutual funds.

If, however, you (except Employer Sponsored Retirement Plans) paid a CDSC when you sold Class C shares held at the time of sale in a Franklin Templeton fund account without an investment representative (financial advisor) appointed by you and invest the proceeds from that sale in Class A shares within 90 days of the sale, you will not receive a credit for the CDSC and new Class A shares issued with your reinvestment WILL NOT BE subject to any otherwise applicable CDSC.

If you consider that the fee you will be paying by investing in mutual funds will be too high, it may worth considering managing your own portfolio if you have the time and expertise required.

That is, when fund expenses were weighted by the amounts actually invested in different funds, the true no - load investor paid an average of 21.5 basis points in operating expenses, in comparison with the load investor's average operating expenses of 70.4 basis points.

For example, better returns may be available for people by paying down high interest debt, by investing in leverages investment property or allocating more of their funds to supporting their small business ventures.

By contrast, investors who invest in the same stock - and - bond mix with actively managed funds would pay about 15 times more, according to data from the 2016 Investment Company Fact Book.

If you buy shares of a municipal bond fund that invests in bonds issued by other states, you will have to pay income tax.

Some bond funds may also invest in CDs that are issued by big banks and distributed nationwide; these bonds typically pay higher interest than CDs offered by local banks and frequently contain «sweeteners» such as call or put features that increase their value.

These funds invest in issues that have been rated below investment grade by analysts and therefore pay a higher rate of interest.

The Fund seeks both long - term capital growth and current income by investing primarily in dividend paying common stocks, and higher quality, fixed income securities.

If you invested in no - load mutual funds, then you would not pay this, and this reduces the amount of average annual return needed to be at par with the 529 by 0.5 %.

The state in which you or your beneficiary pays taxes or lives may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in UESP.

Both the Balanced and the Total Return Funds offer exposure to the larger market by investing in dividend paying stocks that have the potential to provide meaningful income, combined with short - term securities that aim to dampen volatility.

Because the Fund may invest more than 25 % of its total assets in municipal obligations issued by entities located in the same state or the interest on which is paid solely from revenues of similar projects, changes in economic, business or political conditions relating to a particular state or types of projects may have a disproportionate impact on the Fund.

But then, that is their calling, when one is being paid by the wind industry, and the other beholden to it in order to shore up the union super funds which are irretrievably invested in the wind industry subsidy rort.

Khosla still invests in clean tech, but says one of his rules is that, if a technology can't survive without taxpayer subsidies five years after it launches, he won't risk his own funds on it (here in Ontario, Canada, we've been committed by our government to paying hundreds of millions annually in subsidies to wind and solar companies for the next 20 years).