Sentences with phrase «same mutual fund»

My wife also has accounts with same mutual fund firm (Vanguard) and we can't seem to figure out how to link two accounts from the same provider -LRB-?)

The plaintiffs allege that because the plan sponsor imprudently and disloyally provided participants the much more expensive versions of the plan's same mutual fund options during these dates, plan participants lost more than $ 12 million of their retirement savings.

Hence, if you like your mutual fund selections in your 401 (k) then it doesn't make sense to leave your 401 (k) and buy the same mutual funds in your IRA.

There is a benefit to owning a lot of the same mutual funds in both IRA accounts and taxable brokerage accounts for one simple reason: flexibility.

Further, rising rates and falling prices encourages investors to withdraw money from the same mutual funds, pushing rates further up.

In Mutual fund's dividend reinvestment schemes, the declared dividend is again reinvested in the same mutual fund by the mutual fund house instead of issuing a pay - out to the investor.

For an example if I own 1000 units of a fund with an NAV value $ 150 declares a dividend of $ 10 today, after the dividend pay - out the NAV value will be reduced by $ 10, new NAV value will be $ 140 and a dividend of $ 10, 000 (10 * 1000) will be issued and in dividend reinvestment scheme this amount will be used to purchase the same mutual fund at NAV of $ 140.

Now, some of these funds are different share classes with the same mutual fund company.

In other words, all the same mutual funds, ETFs, stocks, bonds and GICs are still options.

They may also look into the past track record of performance of the scheme or other schemes of the same mutual fund.

1) They typically are much cheaper for doing the same thing — Schwab S&P ETF exp ratio = 0.04 % while the same mutual fund is 0.09 %... half the price adds up!!!

A SIP is a practice of investing a consistent rupee amount in the same mutual fund scheme at regular intervals (say each month) over a set period of time.

What this leads to is good, old - fashioned common - sense: you end up buying more of a mutual fund scheme when the price is low, and buying less of the same mutual fund scheme when the price is high.

The watchdog won't recommend financial penalties for advisors who self - report receipt of 12b - 1 fees in recommending mutual fund share classes when lower - priced share classes of the same mutual fund were available.

Investing the same amount automatically each month into the same mutual funds (aka «dollar cost averaging») ensures that I am still buying when stocks are cheap, or buying low, which many people have a hard time doing.

The same mutual funds outside of the policy average 12 %.

You simply have to quote the number to make any investments in the particular scheme or even invest in any other scheme of the same mutual fund house.

When you have hundreds of clients, you can usually get rid of all of the same mutual fund, and then turn around and use the sale proceeds to buy the same new fund, all with relatively few mouse clicks, and only in a few minutes.

Contact those same mutual fund companies and get prospectuses for their bond funds as well.

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.

But, when those same mutual funds were compared to the index that fit them the best, the majority (Clements doesn't give a specific number) lagged the index.

As long as you convert from Investor Shares to Admiral Shares of the same mutual fund, the conversion is tax - free.

Vanguard should be allowed to market the same mutual funds in Canada, as it does in the USA.

I also collaborated with a large group of fairly experienced investors that exchanged imformation on a bulletin board frequented by users of the same mutual fund database.

In this type of scheme, the dividend or the income is used to buy more units of the same Mutual Fund.

In fact, we are told, that over 70 % of the mutual funds fail to beat the market, presenting this as an evidence to somehow imply, in some convoluted logic, that we are better off handing over our money to the same mutual funds and invest passively, rather than take control of our own portfolio.

So yes, with B - shares, the salesperson made the exact same up - front commission, just as if they sold the A-share version of the same mutual fund.

If you've made multiple purchases and sales of stock in the same company (or shares of the same mutual fund) within the same year, you may have been surprised at what was reported on Form 1099 - B.

If your mutual fund is not accepting new SIPs and you cancel your SIP, you will not be able to start a new SIP in the same mutual fund.

Fund of Funds - This is the kind of mutual fund plan that primarily makes investments in different schemes of other mutual funds or same mutual fund.

On the other hand, the average rate of return on the same mutual funds which you can invest in outside of a permanent policy, according to the Consumer Federation of America is 12 %.