Sentences with phrase «significant mutual fund asset»

Until the 1970s, the investment landscape was largely dominated by wealthy individuals and families; this has since changed markedly, with professional investors now accounting for the largest share of investment activity, though it should be noted that these professionals manage significant mutual fund asset pools that are driven by retail investors.

Not exact matches

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.

GIFTS OF STOCK — Many donors realize a significant tax advantage when giving a gift of long - term appreciated assets, such as publicly traded stocks, securities, or mutual funds.

At the moment, just 50 of 2050 active U.S. equity mutual funds are holding significant cash (that is, 20 % or more of total assets).

Tax - conscious mutual fund investors should determine a mutual fund's unrealized accumulated capital gains, which are expressed as a percentage of its net assets, before investing in a fund with a significant unrealized capital gain component.

There have been significant flows into exchange - traded products and mutual funds across asset classes this year, as perceived economic and political risks have declined and many investors have put cash to work in response.

ETFs are very similar to mutual funds but the two asset classes can be differentiated by several significant characteristics.

Then, when a significant amount of «sand» dollars collect in the mutual fund of one asset class, that fund is sold and a lower expenses ratio ETF «Rock» is purchased in its place.

Their role in retirement savings was even more significant, since mutual funds accounted for roughly half of the assets in individual retirement accounts, 401 (k) s and other similar retirement plans.

The problem with that is that you can only find index funds for a little more than half of the asset classes in the Real World (and using ETFs offer little - to - no help here, because they behave more like mutual funds than index funds, plus they have much too little history for the results to be statistically significant).