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[DOC File]Financial Advisors and Mutual Fund Selection
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, which are fees levied on the purchase or sale of mutual fund shares, also help to predict fund outperformance. Carhart (1997), Dellva and Olson (1998), Morey (2003), O’Neal (2004), and Haslem et al. (2008) find a negative relationship between loads and future performance.
mutual fund fees explained

[DOC File]The Captive Investors Fund
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Preliminary work began on the audit on September 15, 2006 and the engagement ended on March 7, 2007. Jernigan is regulated by the SEC. Hank served as controller of Jernigan Corporation from December 1, 2002, until April 10, 2006, at which time he terminated his employment with Jernigan.
fees on mutual funds

CFP Board | Certified Financial Planner Board of Standards ...
When choosing among mutual funds, the results indicate that financial advisors place greater importance on performance relative to other funds with similar style, fund objective, fund risk, fund manager tenure, and fund manager reputation, while placing less importance on sales loads and 12b-1 fees.
mutual fund investment fees

[DOC File]A Empirical Analysis of Finnish Mutual Funds Expenses and ...
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Mutual fund and ETF fees and expenses can include investment management fees and shareholder service fees; mutual fund fees and expenses also can include marketing and distribution fees. Annuity fees depend on the type of annuity. Annuity fees include administrative fees, surrender charges, insurance charges, and annual contract fees.
mutual fund expenses explained

[DOC File]Course 108 - bivio
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Dellva, Wilfred L., and Gerard T. Olson, 1998, The relationship between mutual fund fees and expenses and their effect on performance, Financial Review 33, 85-104. Dermine, Jean, and Roller, Lars-Hendrik, 1992, Economies of scale and scope in French mutual funds, Journal of …
mutual fund costs

[DOCX File]Getting Data from Morningstar - Personal Finance
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1 An ETF, or exchange traded fund, is a marketable security that tracks an index, like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are bought and sold. Table 1: The Captive Investors Fund Highlights • Cayman Islands domiciled Mutual Fund
mutual funds costs and fees

[DOCX File]Chapter 19 Predicting Mutual Fund Performance
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The amount of fees, including any ticket fee, front-end sales charge, and/or contingent deferred sales charge can be found in the mutual fund prospectus and direct fees will be disclosed on the trade confirmation. The fees and costs of mutual funds vary depending on the fund family and share class. Below is a summary of these costs.
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How Do Mutual Fund Fees Work? - The Pastor's Wallet
Bond-fund prospectuses typically discuss the credit quality of the bonds in the fund's portfolio, as well as how a change in interest rates might affect the value of its holdings. 4. Expenses. It costs money to invest in a mutual fund, and different funds have different fees.
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[DOC File]How to Purchase a Fund - bivio
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open-end mutual fund with total fees and expenses of less than 80 basis points, with a minimum initial investment of $3,000 or less would be good, and with turnover, since this will be in your taxable account, of less than 30%. The process is:
mutual fund fees explained

[DOCX File]Microsoft Word - Caboose CMS
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Go-it-alone types can buy funds directly from no-load fund groups (also called fund families) such as Fidelity, Vanguard, and T. Rowe Price. (Be careful with Fidelity: It runs load funds, too.) To buy a fund from a fund family, request an application from the fund group by calling its 800 number.
fees on mutual funds

How mutual fund fees work