Sentences with phrase «same mutual fund company»

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

Not exact matches

Almost all mutual fund companies offer this option, and most of the same funds can be bought inside or outside a corporate class arrangement.

I found most of the Canadian equity mutual funds hold the same companies and sectors.

We expect the management of the companies in which we invest to have significant personal assets invested in their company stock, and believe this same standard should apply to managers of mutual funds.

Watch for activists who are entering companies at the same time mutual funds are dumping (watch for 13 - G's filed concurrently with 13Ds).

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

Via mutual funds / indexes this can get a little more complicated (voting rights etc tend to go to the mutual / indexing company rather than the holders of the fund), but is approximately the same thing: the fund buys assets on the open market, then holds them, buys more, or sells them on behalf of the fund investors.

In fact, many ETFs have corresponding mutual funds offered by the same companies.

Companies are allowed to provide «substitute» forms, which may be printed on the same page as other information you receive from your mutual fund or broker.

Every mutual fund company usually has a family of funds available so management firms compete amongst themselves for the same investment dollar as other companies and families of funds.

Every mutual fund company usually has a family of funds available so management firms compete amongst themselves for the same investment dollar as -LSB-...]

What I do begrudge is the 8 - page investment «analysis» at the end of the book that says that no one should have been suspicious of an 11 % / year return, because equity funds from many major mutual fund companies earned 11 % / year over the same period.

It's possible that three large - company mutual funds hold many of the same stocks, even if they use different investment styles.

If you invest the same amount in mutual funds, it will be invested in different kinds of stocks and financial instruments, high - risk and low - risk both, so you might not face total loss even if one company does poorly.

You can buy blue chip companies the same as any of the Mutual Fund managers are buying with a lot less commission.

Mutual funds are not subjected to the same regulations as listed companies.

Question: I know the ETF companies always publish the MER but I get the impression that this isn't really the same as the MER of mutual funds which seem to capture most of the actual costs.

Virtually every mutual fund company also has one or more of its own proprietary money market funds that are used for the same purpose.

By investing through bank, insurance and fund company advisors offering only high cost mutual funds, millions of Canadians are in the same boat as Client A.

For instance, her CIBC Financial Advisor pointed out that her three Canadian mutual funds hold many of the same companies and she wasn't significantly diversified at all.

If it's a stock or ETF that is easily market traded, the investor may be out for no more than literally mere seconds; for a mutual fund, the investor will generally be out for 1 day (as mutual fund companies may not know how to handle a buy and sell order that both arrive at the mutual fund on the same day at the close of business!).

Don Reed, CEO of mutual fund company Franklin Templeton, believes the same would happen here.

You can also get essentially the same index funds by directly purchasing them from the mutual fund company.

These are funds of funds, that is, a Target 2040 Fund, say, will be invested in five or six different stock and bond mutual funds offered by the same company.

There are over 100 mutual fund and investment companies vying for the same investment dollar, the hard earned money and savings that enter the market through individual, group plans and pensions amount to a greater than 700 billion dollar market.

Mutual Funds allow the investor of modest means the same access to securities as the institutional investor — access to stocks and bonds from many different companies.

The point is to input the exact same amount of annual life insurance death benefit and PREMIUMS, for both the term and whole life products, in order to do a true: Buy term life insurance and invest the difference into an alternate investment vehicle (called a mutual fund in this software) vs. buying whole life and «investing» in the life insurance company's subaccounts.

A group of mutual funds, each typically with its own investment objective, managed and distributed by the same company.

A group or «complex» of mutual funds, each typically with its own investment objective, and managed and distributed by the same company.

REITs allow anyone to invest in portfolios of real estate assets the same way they invest in other industries — through the purchase of individual company stock or through a mutual fund or exchange traded fund (ETF).