Archive for Mutual Funds

section-5-mutual-fund-fees-and-expenses_1 Section 5 Mutual Fund Fees and Expenses

To understand trends in mutual fund fees and expenses, it is helpful to combine major fund fees and expenses into a single measure. ICI

29 Март, 2015 No Comment Read More

sec-to-make-changes-to-12b1-fund-fees_1 SEC To Make Changes To 12b1 Fund Fees

The SEC is making changes to 12b-1 fees in the latest sign costs are coming down for investors. The Securities and Exchange Commission decided

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accessing-alternative-mutual-funds_1 SEC to Launch Sweeps of Funds’ Distribution Fees Alternative Mutual Funds

Sweep of alternative mutual funds to begin later this year More On Legal & Compliance from The Advisor’s Professional Library Registration Requirements for Investment

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sec-proposes-to-tighten-rules-on-12b1-mutual-fund_1 SEC proposes to tighten rules on 12b1 mutual fund fees

By Zachary A. Goldfarb Washington Post Staff Writer Thursday, July 22, 2010 Are mutual funds overcharging investors? Securities and Exchange Commission Chairman Mary Schapiro,

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sec-proposes-changes-to-structure-for-mutual-fund_1 SEC Proposes Changes to Structure for Mutual Fund Distribution Fees Finance and Banking

The Securities and Exchange Commission (SEC) on July 21, 2010 voted unanimously to propose a new rule and rule amendments that would replace rule

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stick-to-the-facts-a-framework-for-evaluating_3 SEC Proposes New 12b1 Fee Rules CBS News

Last Updated Jul 27, 2010 9:52 PM EDT Podcast Your browser does not support the audio element. SEC Chair, Mary Schapiro, announced new proposed

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rule-12b1-fees_1 RULE 12B1 FEES

In 1980, the Securities and Exchange Commission (SEC) adopted Rule 12b-1 under the Investment Company Act of 1940. This Rule permits funds to compensate

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how-to-buy-a-mutual-fund-personal-finance_1 Investing Mutual funds love those 12b1 fees

By John Waggoner, USA TODAY If you’ve ever woken up in the zoo surrounded by lemurs and who hasn’t? you know that some evenings

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some-investors-really-can-beat-the-market-study_3 One ETF Firm Hints at 12b1 Fees

Follow Comments Following Comments Unfollow Comments Exchange-traded funds are not required to pay brokerage firms a 12-b1 fee to be held in an account,

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mutual-understanding-a-primer-on-mutual-fund-fees_4 Mutual Understanding A Primer on Mutual Fund Fees Investing Daily

By Peter Staas on December 4, 2009 Like any other business, running a mutual fund entails costs, most of which are lopped off the

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