Sentences with phrase «than the annual fee expense»

Not exact matches

Between insurance charges (also called mortality and expense fees), underlying sub-account fees for variable contracts and administrative fees, overall annual costs can be more than 2 percent.

Her VALIC account's average fund expense fee is 1.56 %, says Dauenhauer — who also says that because the account holds 20 different investments, it is probably also actively managed, which would raise her annual fees to more than 2 %.

The higher - than - average annual fees SAC charges clients — as much as 3 percent of assets and 50 percent of profits — cover the expenses of running his hedge funds, including employee compensation, and generate profits for Cohen as the principal owner.

A family who spends more than $ 125 a month at the grocery store would easily recoup the annual fee's expense.

Class A shares usually have a lower annual distribution fee and lower overall annual expenses than other 529 share classes.

Class B shares typically impose a higher annual distribution fee and higher overall annual expenses than Class A shares.

Mutual funds charge annual fees regardless of the fund's performance, and the higher a fund's expense ratio, the more the mutual fund manager must outperform the market to offer investors a better return than low - cost, index - tracking funds which are not actively managed and have fewer operating expenses.

The investment manager has contractually agreed to waive or assume certain expenses so that the total annual fund operating expenses (excluding 12b - 1 fees; acquired fund fees and expenses; expenses related to securities sold short; and certain non-routine expenses) for each class of the fund do not exceed (and could be less than) 1.95 % until September 30, 2018.

You won't pay an annual fee for Active Plus, but, reflecting the additional costs of active management, the portfolios» average expense ratios are higher than those of typical packages that are based on index funds.

Effective June 19, 1996, an existing precomputed consumer credit transaction contract and a subsequent precomputed consumer credit transaction document may be consolidated provided that the consumer can not be required to consolidate the contracts as a condition for the extension of credit nor can the creditor be required to extend credit; and provided further, that if such contracts are consolidated, the annual percentage rate resulting from the consolidation can be no greater than the annual percentage rate on the prior existing consumer credit transaction contract nor can the consumer be charged any duplicate fees or expenses that originated in the existing consumer credit transaction contract, provided, however, that finance charges and other charges and fees rebated in accordance with applicable law and those charges as permitted by Section 5 -19-4 (f) and UCC filing fees or nonfiling insurance premiums in lieu thereof are excluded from this provision.

Vanguard's Mutual funds have higher minimum initial investment, higher expense ratios and charge annual fees if your investment is less than $ 10,000 (more on that later in this article).

Class A shares have lower 12b - 1 fees than class B, class C, or class M shares, and therefore have lower annual expenses and a higher yield.

They maintain lower annual expenses and a higher yield than class B and class C shares because of a lower 12b - 1 fee, but higher annual expenses and a lower yield than class A shares because of a higher 12b - 1 fee.

Consider the 529 college savings plan, an increasingly popular way to save for higher - education expenses, which have more than tripled over the past two decades — with annual costs (for tuition and fees, and room and board) of more than $ 45,000 per year for the average private four - year college.1 Named after the section of the tax code that authorized them, 529 plans (also known as qualified tuition plans) are now offered in almost every state.

VWO's new expense ratio matches the 0.18 percent cost of the iShares Core MSCI Emerging Markets ETF (NYSEArca: IEMG), but remains 3 basis points higher than the annual fee on the Schwab Emerging Markets ETF (NYSEArca: SCHE), which costs 0.15 percent a year.

However, the annual percentage expense ratios of these actively managed funds are far higher than the annual percentage fees of passively managed index funds.

They also tend to have a lower 12b - 1 fee and lower annual expenses than other mutual fund share classes.

For example, Vanguard, which has the lowest fees in the industry, has an average expense ratio of 0.14 percent on its money market funds, a $ 20 annual fee on accounts with less than $ 10,000 and requires a $ 3,000 minimum investment.

We feel that most pet parents are better off just saving for these expenses each year rather than paying a vast wellness plan fee because these are annual costs that you can budget for with the help of your vet's office (visits will be more frequent during the dog's first year of life).

So if you want to keep more than one account active, having a single transferable rewards card is a great way to minimize the number of credit cards and expenses from annual fees.

These fees were nearly all higher than existing cards, suggesting that American Airlines and Citi are trying to create a mid-tier card — one that appeals to frequent flyers who maybe don't need all the benefits or expense of the Executive AAdvantage card and its annual Admirals Club membership.