Archive for Mutual Funds

your-mutual-fund-investment-portfolio-how-many_2 Understanding What Mutual Funds Cost Money Under 30

So, you found the perfect mutual fund for your investment goals. Before you invest, do you know how much that mutual fund costs? Last

25 Июнь, 2015 No Comment Read More

retirement-plan-fees-how-investment-fees-can-hurt_1 Retirement Plan Fees How Investment Fees Can Hurt Your Retirement Plan

Here’s how to reduce the hidden fees that could be eating away at your retirement plan’s bottom line. Most participants in retirement plans are

25 Июнь, 2015 No Comment Read More

definition-of-mutual-fund-expense-ratio_1 Prepare for an Increase in Mutual Fund Expense Ratios

By Jeremy Vohwinkle 5 Comments Expenses play an important role for almost all investors. If you invest in mutual funds, index funds, or ETFs,

25 Июнь, 2015 No Comment Read More

mutual-fund-fee-reform-coming_3 Mutual Fund Fees The High Cost Of Canadian Funds

Mutual funds are a popular choice for Canadians, especially for those who are just learning how to invest.  They are easy to set-up at

25 Июнь, 2015 No Comment Read More

how-to-navigate-your-mutual-fund-prospectus-us_1 Mutual Fund Fees Expense Ratio

The Expense Ratio is the most important fee to pay attention to. Someone recently asked about the different mutual fund fees to help clarify

25 Июнь, 2015 No Comment Read More

mutual-fund-fees-expenses-explained_1 Mutual Fund Fees Expenses Explained

Introduction Investing costs can be a key factor in your net return. To minimize those costs, you need to understand how mutual funds assess

25 Июнь, 2015 No Comment Read More

some-closed-mutual-funds-are-charging-12b1-fees_1 Mutual Fund Expense Ratios & 12b1 Fees How Much Attention Should They Get

There has been a lot of media hoopla about expense ratios. Many financial advisors and journal articles have focused on the expense ratios in

25 Июнь, 2015 No Comment Read More

how-much-is-too-much-when-assessing-mutual-fund_2 How much is too much when assessing mutual fund fees

Industry’s fund-analyzer Web site can help you assess fees Q You wrote about paying attention to mutual fund expenses but never said what are

25 Июнь, 2015 No Comment Read More

gross-expense-ratio-what-it-is-and-how-it-works_1 Gross Expense Ratio What it is and How it Works

The Gross Expense Ratio (GER) is the percentage of a funds assets that are taken out as payment for managing the fund. It excludes

25 Июнь, 2015 No Comment Read More

understanding-mutual-fund-loads-and-share-classes_2 Fact Sheet Report on Mutual Fund Fees and Expenses

Major Recommendations January 10, 2001 I. Introduction and Summary The Report on Mutual Fund Fees and Expenses (Report) presents the results of a two-year

25 Июнь, 2015 No Comment Read More