Sentences with phrase «say about mutual funds»

And that's really all I have to say about mutual funds vs. self - directed investing.

And in a world of increased volatility (which value investors like as it presents opportunities) what does it say about the mutual fund model, with the requirement for daily pricing and liquidity?

Not exact matches

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

But when that CCPC reinvests any surplus in, say, mutual funds or bonds, the passive income from those investments is taxed at a rate of about 50 per cent.

«They are mostly mutual funds, index or very low - cost managed fund with about 50/50 stock and bond,» he says.

Rightly concerned about possible overheating, the Chinese Regulatory Commission is said to be delaying approval of new domestic mutual funds.

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.»

«Our business is not about selling a stock, a bond, a mutual fund and insurance,» says David Lane, managing principal of the investment firm Edward Jones Canada.

Baltimore - based investment firm T. Rowe Price closed one of its biggest mutual funds to new investors Monday, saying it is concerned about keeping pace with its rapid rate of growth.

Bill Fleckenstein, one of the people sounding the bell said, «What's particularly dangerous about the present mutual fund boom is what is called investing is really speculating.

Review trends in global equity mutual fund flows between 2013 and 2015, and discover what those trends say about broader investor behavior.

I have a question about the savings - in this strategy is it acceptable to put those savings into the market in say a mutual fund or stock (and is this preferred) in lieu of a low yielding money market fund?

In its latest report, the mutual fund trade association (Investment Company Institute) said America has around 9,000 mutual funds managing about $ 15 trillion for just under 100 million people.

i m planning to invest in mutual funds and i new to this markets i do nt have any idea about it and i want to invest for a short period say 1 year or 18 months kindly suggest me & guide me best mutual fund script to invest thanking you in advance

While 55 % know about mutual funds and 58 % are familiar with GICs (Guaranteed Investment Certificates), only 19 % claim to be knowledgeable about ETFs, says BMO, which also sells ETFs through its BMO ETFs arm.

It seemed to me that the comment said more about the mutual fund industry than it did about the market.

But the debate shouldn't be about mutual funds vs. ETFs, he says, but rather about low - cost vs. high - cost investing.

When we're talking about Asset Allocation and we say «stock and bonds,» we're also including mutual funds and exchange - traded funds (ETFs) that hold those securities.

Since OP said she was «not keen on mutual funds», I assumed that we were talking here only about fixed income or HISA.

I'm less concerned about the logistics of buying a stock and more concerned about any new investor choosing individual stocks vs say, a good Index Mutual fund or ETF.

Canadian Couch Potato also disagreed about Dynamic's fund performance and says that picking successful hockey players is much easier than successful mutual funds.

posted at Free From Broke, saying, «So you want to invest in mutual funds but you are clueless about them?

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.

Mark, I asked the same banker about opening a personal line of credit to fund the mutual funds account, and he said that it would be leverage and that it's not allowed.

Review trends in global equity mutual fund flows between 2013 and 2015, and discover what those trends say about broader investor behavior.

Doug Yones: Yes, I wouldn't say it's one is more complicated but, again, a reflection of if we think about mutual funds, they do tend to have sometimes pretty high minimum investment amounts.

... «these data are telling us something that is worth knowing... that mutual fund trading is about as valuable as trading individual stocks, which is to say, not valuable at all, and harmful to your returns.»

About 20 years ago, Fidelity, one of the largest mutual fund companies in the world, adopted a new strategy to give passive investing a much larger role in its business, said Brian Hogan, president of Fidelity's equity and high - income division.

While much has been said about the impact this will have for advisors and their clients, there's also a not - well - discussed secondary shift that will be triggered by the DoL fiduciary rule, which will impact actively managed mutual funds and their performance in the coming years — in a «surprisingly» positive way.

A Balasubramanian, CEO of Birla Sun Life Mutual Fund with assets of close to Rs 1,37,000 crore, says long - term investors are convinced about investing in Indian equity.

Axis Mutual Fund Managing Director Rajiv Anand said,» Talking about mutual funds we have got complete transparency when it comes to the cost or purchase of a mutual fund prMutual Fund Managing Director Rajiv Anand said,» Talking about mutual funds we have got complete transparency when it comes to the cost or purchase of a mutual fund prodFund Managing Director Rajiv Anand said,» Talking about mutual funds we have got complete transparency when it comes to the cost or purchase of a mutual fund prmutual funds we have got complete transparency when it comes to the cost or purchase of a mutual fund prmutual fund prodfund product.

All these things are true about permanent life insurance but you can do all these things by investing in say mutual funds if you are disciplined enough to accumulate the cash for yourself.

«I'm always hesitant when I hear that real estate is being priced under a new paradigm; those words scare me to death,» says Nancy Holland, portfolio manager of the ABN AMRO Real Estate Fund in Chicago, a $ 45 billion mutual fund that invests about 80 % of its assets in REFund in Chicago, a $ 45 billion mutual fund that invests about 80 % of its assets in REfund that invests about 80 % of its assets in REITs.