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[PDF File]Vanguard Bond Index Funds - CollegeCounts 529
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Vanguard Bond Index Funds Annual Report | December 31, 2013. Contents ... Term Fund and 4.54% versus 3.52% for the Long-Term Fund. Please note that in December, we ... Investor Shares Admiral Shares Signal Shares Institutional Shares Institutional Plus Shares ETF Shares Peer Group Average

[PDF File]MUTUAL FUND Investor Guide THE Investor Guide TO VANGUARD ...
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vestors. Signal shares have all been con-verted into Admiral shares. Most investors won’t notice any change, but some 401(k) plans did use Signal shares. Portfolio Updates The S&P 500 Index gained 6.93 percent for the month ending November 10. The Dow Jones Industrial Average rallied 6.47 per-cent, while the Nasdaq scored an impres-

[PDF File]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, $0 ... of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums

Vanguard Municipal Bond Funds Annual Report October 31, 2007
Vanguard® Municipal Bond Funds Annual Report October 31, 2007 Vanguard Tax-Exempt Money Market Fund ... 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 Fiscal Year Ended October 31, 2007

[PDF File]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]INVESTMENT TRUSTS
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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]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]MUTUAL FUND Investor Guide THE Investor Guide TO VANGUARD ...
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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

Admiral shares versus investor shares