Admiral shares versus investor shares

    • [PDF File]PDF Vanguard Bond Index Funds - CollegeCounts 529

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      Vanguard Bond Index Funds Annual Report | December 31, 2013. ... Term Fund and 4.54% versus 3.52% for the Long-Term Fund. ... Investor Shares Admiral Shares Signal Shares Institutional Shares Institutional Plus Shares ETF Shares Peer Group Average

    • [PDF File]PDF Vanguard Ultra-Short-Term Bond Fund

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      returned 2.34% for Investor Shares and 2.44% for Admiral Shares. These returns were above those of its benchmark index (+2.11%). • The benchmark index consists of a single bond (the most recently issued 1-year Treasury). The fund seeks to provide current income while maintaining limited price volatility.

    • [PDF File]PDF Vanguard Money Market Funds

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      Admiral Shares carry lower expenses and are available to investors who meet certain account-balance requirements. • For the 12 months ended August 31, 2018, Vanguard Prime Money Market Fund returned 1.59% for Investor Shares and 1.66% for Admiral Shares. Vanguard Federal Money Market Fund returned 1.42% and Vanguard Treasury Money Market Fund

    • [PDF File]PDF MUTUAL FUND Investor Guide THE Investor Guide TO VANGUARD FUNDS

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      has ETF, Admiral and Investor shares (VYMI, VIHAX and VIHIX), with expense ratios of 0.30 percent, 0.30 percent, and 0.40 percent, respectively. International Dividend Appreciation offers the same three classes (VIGI, VIAAX and VIAIX), with expense ratios of 0.25 percent, 0.25 percent and 0.35 percent. Vanguard has yet to list

    • [PDF File]PDF Performance of Actively Managed Versus Index Funds: the ...

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      The Investor share class carries higher expenses than the Admiral share class. But some funds do not have Admiral shares, so to keep the sample size large and for the sake of uniformity the study works with Investor shares. Investors are concerned with real returns, so we adjust nominal returns by

    • [PDF File]PDF PENSIONS AND SAVINGS SHARES

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      Admiral and Direct Line are both well-run businesses, but now is not the time to buy their shares - even after their recent decline in value. (TS) FULL YEAR results (28 Feb) from price comparison site Moneysupermarket.com (MONY) reveal pressure on margins and revenue behind 2016 levels in the first two months of 2017. The shares were punished

    • [PDF File]PDF PENSIONS AND SAVINGS SHARES

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      cheap stock versus its growth potential. SHARES SAYS: Buy Hastings at 233p. MOTOR INSURERS' OGDEN ASSUMPTIONS Company EPIC Current assumption Admiral ADM 0.50% Direct Line DLG 1.50% Esure ESUR 2.50% Hastings HTG n/d Saga SAGA n/d Source: UBS

    • [PDF File]PDF Vanguard U.S. Government Bond Funds

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      Shares and 0.11% for Admiral Shares; and for the Long-Term Treasury Fund, 0.20% for Investor Shares and 0.10% for Admiral Shares. Peer-group expense ratios are derived from data provided by Lipper, a Thomson Reuters Company, and capture information through

    • [PDF File]PDF for the Vanguard Exchange Traded Funds For personal use only

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      Investor Shares ETF Shares Admiral Shares Institutional Shares Institutional Plus Shares Peer Group Average Total Stock Market Index Fund 0.17% 0.05% 0.05% 0.04% 0.02% 1.21% The fund expense ratios shown are from the prospectus dated April 28, 2015, and represent estimated costs for the current fiscal year. For the

    • [PDF File]PDF 2011: The year in review - Vanguard

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      we introduced lower-cost share classes—Admiral™ Shares, Institutional Shares, and Institutional Plus Shares—to nine more index funds. (In 2011 alone, investors saved nearly $400 million by investing in Admiral Shares over Investor Shares.) In October, we introduced a new 401(k) plan service for small

    • [PDF File]PDF December, 2018 Q1: I understand Fidelity is making ...

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      shares that are only available to institutional investors. See the chart below for a full comparison of investmentminimums and expense ratios of Fidelity's index mutual funds (after the share consolidation) to Vanguard's Investor, Admiral, Institutional, and Institutional Plus Share Classes: Fidelity® 500Index . FXAIX. 0.015 . Schwab® S&P ...

    • [PDF File]PDF YOUR GUIDE TO GETTING STARTED - Fidelity Investments

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      It could mean more money in your take-home pay versus saving money in a taxable account. ... Fund Investor Shares Vanguard Target Retirement 2015 Fund Investor Shares ... Admiral Shares Fidelity ...

    • Money Market Fund Reform: What you should know

      requirements for a retail money market fund (i.e., the shareholder is not a natural person); and deny purchase of Fund shares to investors who do not satisfy the eligibility requirements to invest in a retail money market fund (i.e., investor is not a natural person).

    • [PDF File]PDF Vanguard Bond Index Funds 529.com

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      so an investor's shares, when sold, could be worth more or less than their original cost. Expense Ratios Your Fund Compared With Its Peer Group Investor Shares ETF Shares Admiral Shares Institutional Shares Institutional Plus Shares Peer Group Average Short-Term Bond Index Fund 0.15% 0.07% 0.07% 0.05% 0.04% 0.73% Intermediate-Term Bond Index

    • [PDF File]PDF Vanguard share classes FASMFSC 032018

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      Admiral Shares Index and active funds No minimum requirement through intermediaries A share class with lower expense ratios than those for Investor Shares. Investor Shares Vanguard Target Retirement Funds and STAR® Fund $1,000 A share class available to individual investors. This share class should be

    • [PDF File]PDF Sustainable and Responsible Investing: Is There a Price to Pay?

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      Sustainable and Responsible Investing: Is There a Price to Pay? February 8, 2016 by Larry Swedroe Consumers can use their market power to demonstrate their aversion to certain business activities by choosing not to purchase goods or use services from companies that, in their minds, are selling immoral products.

    • PDF Vanguard versus Fidelity: Multidimensional Comparison of the ...

      Admiral Shares VTSAX Spliced Total Stock Market Index 0.04% Fidelity Tota l Market Index Fund FSKAX DJ US Total Stk Mkt 0.015% Vanguard Extended Market Index Fund Admiral Shares VEXAX Spliced Extended Market Index 0.08% Fidelity Exte nded Market Index Fund FSMAX DJ US Completion TSM 0.045% Vanguard Growth Index Fund Admiral Shares VIGAX Spliced ...

    • [PDF File]PDF Vanguard U.S. Government Bond Funds

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      Shares and 0.11% for Admiral Shares; and for the Long-Term Treasury Fund, 0.20% for Investor Shares and 0.10% for Admiral Shares. Peer-group expense ratios are derived from data provided by Lipper, a Thomson Reuters Company, and capture information through

    • [PDF File]PDF Vanguard Money Market Funds

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      Because similar types of money market funds invest in similar securities with roughly the same yields, costs play the major role in determining relative results. Prime Money Market Fund Investor Shares have an annualized expense ratio (operating expenses as a percentage of average net assets) of 0.33%, which

    • PDF What About Cheap Variable Annuities? - White Coat Investor

      taxable dividends. The Vanguard mutual fund (admiral shares) has an expense ratio (ER) of 0.1%. The Vanguard REIT VA has an expense ratio of 0.58%. Let's assume this physician investor is in the 28% federal bracket and the 5% state bracket and invests $10,000 per year and liquidates the investment without penalty at the end of the period ...

    • [PDF File]PDF Fidelity Rewrites the Rules of Investing to Deliver ...

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      $1000 - $3,000 Investor Shares $10,000-100,000 Admiral™ Shares Mutual Funds Low Balance Fee $0 $0 $20 per year3 IRA Closeout Fee $0 $0 $0 Account Transfer Out $0 Full: $50, ... your shares they may be worth more or less than what you originally paid for them. The Fund may impose a fee upon ...

    • [PDF File]PDF Supplement to the Prospectuses and Summary Prospectuses for

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      Investor Shares to Admiral Shares at any time by contacting Vanguard. It is anticipated that all of the outstanding Investor Shares will be automatically converted to Admiral Shares beginning in April 2019, with the exception of those held by Vanguard funds and certain other institutional investors. At that time, Investor Shares will be

    • Vanguard Municipal Bond Funds Annual Report October 31, 2007

      Vanguard® Municipal Bond Funds Annual Report October 31, 2007 ... record lows versus other major currencies. Still, the broad U.S. stock market returned ... (2.3% for Investor Shares; 2.4% for Admiral Shares) and the Long-Term Fund Total Returns

    • [PDF File]PDF The Value Line Fund Advisor

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      An investor-profile questionnaire, provided to subscribers as a stand-alone reference, guides ... versus their peers during their tenure at the funds, as well ... Vanguard 500 Index Admiral Shares VFIAX $82,357.01 Fidelity Contrafund FCNTX $73,401.73

    • [PDF File]PDF Vanguard Variable Insurance Fund

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      stocks, returned 6.14% for Admiral Shares while the Equity Index Portfolio, which concentrates on large-cap stocks, returned 2.57%. Investors were attracted to growth stocks as companies recorded strong profits and economies across the world posted healthy economic numbers. Value stocks continued to lag their growth counterparts during the period.

    • [PDF File]PDF Vanguard Corporate Bond Funds - VALIC

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      Admiral Shares; and for the High-Yield Corporate Fund, 0.23% for Investor Shares and 0.13% for Admiral Shares. Peer-group expense ratios are derived from data provided by Lipper, a Thomson Reuters Company, and capture information through year-end 2017.

    • PDF Vanguard Municipal Bond Funds

      Vanguard Municipal Bond Funds . Contents Your Fund's Performance at a Glance 1 ... Results of the funds versus their benchmark indexes and peer groups were mixed. ... for Investor Shares and 0.09% for Admiral Shares; and for the High-Yield Tax-Exempt Fund, 0.17% for Investor Shares and 0.09% ...

    • PDF UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington ...

      Investor Shares -1.85% ETF Shares Market Price -2.00 Net Asset Value -1.76 Admiral™ Shares -1.77 Institutional Shares -1.75 Institutional Plus Shares -1.75 FTSE All-World ex US Index -1.52 International Funds Average -2.59 International Funds Average: Derived from data provided by Lipper, a Thomson Reuters Company.

    • [PDF File]PDF Fidelity, Vanguard Choices Continue Steady Upward Climb Bond ...

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      guard Investor class), investors can obtain even lower costs (0.11 per-cent) if they invest a minimum of $10,000 to be eligible for Vanguard's Admiral shares or purchase the ex - change-traded fund (BND), which at Vanguard is treated as another share class of the mutual fund. But investors in bond funds may want to examine how closely the ETF

    • [PDF File]PDF Vanguardfi Balanced Index Fund

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      performance versus that of its benchmark index may occur because of the fund™s sampling approach to approximate the index ... Investor Shares Admiral Shares Institutional Shares FundNumber 0002 0502 0869 Ticker VBINX VBIAX VBAIX Newspaper Listing

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