Sentences with phrase «such as expense ratios»

The authors examined if fund attributes such as expense ratios, portfolio turnover, manager tenure, recent past performance, fund size and the Morningstar mutual fund ratings can predict performance.

It's always possible to identify differences between funds managed by different companies, such as expense ratios and tax load.

However, as we know, when it comes to selecting which funds to buy, costs such as expense ratios are not the only factor to consider.

Like investment fees, such as expense ratios, the real «loss» from your tax payments comes from losing out on the compounding interest that your tax payments could have made if they were still invested, instead of given to the IRS.

But with the advantage of owning a variety of mutual funds and other investments come the obligation of many hidden fees, such as expense ratios and transactions costs of the funds in the wrap account.

Not exact matches

Some ETF providers such as Vanguard now offer hedged options for the same fees as their unhedged counterparts, although many hedged ETFs still add 10 basis points to the management expense ratio to cover the extra cost.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

Much of this performance would have been the result of almost non-existent fees such as mutual fund expense ratios that he would have paid, which most likely would have been less than 0.25 % per annum.

Annual expense ratio calculated as set forth in the prospectus and based on public offering price in effect on such date.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

«The main reason is if their fees will be higher in the IRA --[such as] AUM fees, commissions, expense ratios — it may make sense for them to keep it with the plan provider.

the portion of instructional support expenses, as defined in subparagraph (ii) of this paragraph, attributable to regular education, as determined by multiplying total expenditures for instructional support by the ratio of regular education expenditures for those purposes listed in clauses (a), (b), (c) and (d) of this subparagraph to the sum of such regular education expenditures and special education expenditures for those purposes listed in clauses (iv)(a)- (e) of this paragraph.

the portion of instructional support expenses as defined in subparagraph (ii) of this paragraph, attributable to special education as determined by multiplying total expenditures for instructional support by the ratio of special education expenditures for those purposes listed in clauses (a)- (e) of this subparagraph to the sum of such special education expenditures and regular education expenditures for those purposes listed in clauses (iii)(a)- (d) of this paragraph.

In general, though, you don't want to count any monthly expenses such as groceries, gas, utilities, entertainment or personal taxes in your DTI ratio.

Funds such as the Tangerine Balanced Portfolio or the Mawer Balanced Fund Class A are good choices, both with management expense ratios of about 0.8 per cent annually — a fairly low amount.

The expense ratio is what the fund charges you to run it, reflecting operating expenses such as compliance and other administrative costs.

Leverage ratios depend somewhat on what industry a company is in, a company with high infrastructure expenses and steady cash flows such as a utility company would be able to support a higher leverage ratio than one with unstable cash flows.

The one that is included with their free subscription is handy for listing funds according to 18 criteria, such as category, manager tenure, minimum initial purchase, load or no - load, expense ratio, star rating, past performance, turnover, and basic portfolio composition.

ETFs that use derivatives — such as forward contracts, swaps and commodity futures — often have significant trading expense ratios (TERs), the lesser known cousins of the MER.

Furthermore, with an expense ratio of 60 basis points, the product is about 12 basis points more expensive than others in the category which offer more diversification such as IXN or IYW.

Companies such as Vanguard and Fidelity have a number of funds with expense ratios under 0.06 percent.

Still, expense ratios must be having their negative effect as only one in five such funds beat the T - Bill.

Bear market funds — Investing the Middle Way provides a summary of no - load bear market funds including such information as fund name, symbol, target index, leverage and expense ratio.

Keep in mind that the expense ratio listed on a fund - information website, such as Morningstar.com, may not necessarily be the expense ratio you're paying.

The major components of expense ratios are management fees, 12b - 1 distribution fees (if any) and other administrative costs, such as those for accounting, legal work and shareholder reporting.

While individual securities (such as shares of stock in a publicly traded company or a bond issued by a company or government) do not have an annual expense ratio, mutual funds and ETFs always have an expense ratio.

Passively managed funds such as index funds usually have lower expense ratios than actively managed funds.

Gastineau carefully discusses many important factors such as taxes, capital gains overhang, trading costs, turnover, benchmark selection, active management, expense ratio, and aggressive trading by market timers.

Others, such as fund expense ratios, are quietly subtracted from your balance.

Fund companies already include information such as a mutual fund's management expense ratio (MER) on their fund sheets.

«When choosing among similarly priced funds, we suggest investors consider elements beyond the expense ratio, such as investment strategy, methodology, tracking difference, spreads, tax efficiency, and brand.»

The expense ratio may appear steep, but leveraged ETPs such as this are designed as short - term trading tools, so liquidity and trading costs are of greater importance.

The lower the Loan - to - Value ratio the better because it gives some protection against the risk of a decline in property or home values (prices) which can adversely affect the MIE if it has to pay for expenses associated to selling the property that has been used as collateral such as legal fees, realtor commissionsCommissions What you pay to a broker or agent for their services.

In the case of holding a few large - cap mutual funds, multiple funds bring the additional risks of overlapping holdings as well as a variety of expenses, such as low balance fees and varying expense ratios, which could have been avoided through more careful fund selection.

Total expense ratio The total expense ratio (TER), also known as the «expense ratio» is a way to capture the annual costs associated with running a fund such as a unit trust.

Now expense ratios are more so relevant for those funds which invest in debt such as corporate bonds, government securities, government treasury bills, etc..

Any liabilities outside of the housing equation such as a car loan or credit card debt will be factored into the total ratio of 42 % (including the housing expense).

-LSB-...] use derivatives — such as forward contracts, swaps and commodity futures — often have significant trading expense ratios (TERs), the lesser known cousins of the -LSB-...]

They considered these factors in light of the Fund's proposed management fee, estimated expense ratio and the services to be provided by or through the Manager for the Fund and concluded that such factors were not such as to prevent them from approving the agreement.

But once you add in fees (the average stock fund had an expense ratio of 1.19 % in 2014, according to Morningstar's 2015 Fee Study, vs. 0.17 % for an S&P 500 index fund offered by Vanguard), and consider the unpredictability of the market and other quirks of the money - management business, such as how index gains are calculated, it's not that easy for portfolio managers to consistently outpace passive funds.

It's important critical to know a fund's expense ratio, and if there are any additional fees associated with your investment account (such as front - end or back - end loads, which won't be included in the expense ratio).

Lower credits hedged with higher ones will tend to pick up a steady excess over the risk - free rate, resulting in very high Sharpe ratio, presumably at the expense of occasional very large losses, such as incurred by Long - Term Capital Management.

Hidden fees: Along with poor investments, a 401 (k)'s performance can be dragged down by hidden fees such as administrative charges and index funds with high expense ratios.

The GDS ratio is the share of the borrower's gross household income that is needed to pay for home - related expenses, such as mortgage payments, property taxes and heating expenses.