Admiral shares versus investor shares
[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 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 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 Passive Investing: The Role of Securities Lending
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Investor Fund Shares (VFINX), Vanguard 500 Index Fund Admiral Shares (VFIAX), and Vanguard 500 Index Fund Signal Shares (VIFSX) had a combined value of $145 billion.5 In the history of passive investing, the next milestone came in January 1993 when State Street Global Advisors launched the first exchange traded index fund, the SPDR S&P 500 Trust
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 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 MUTUAL FUND Investor Guide THE Investor Guide TO VANGUARD FUNDS
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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]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 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 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 The Investor'S Guide to The Year Ahead
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Page iv | The Motley Fool | Shares 2014: The Investor's Guide to the Year Ahead SHARES 2014 Introduction BY MARK ROGERS Dear Fools, What a year 2013 turned out to be! We saw debt limit brinkmanship in the US, the shock resignation of a Pope and political tension around the world.
[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 Total Return Chart MonthlyReturns - Vanguard
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The performance data shown represent past performance. Past performance and especially short-term past performance is not a guarantee of future results.
[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 ...
[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 Vanguard Windsor Fund
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2 ExpenseRatios Your Fund Compared With Its Peer Group Investor Shares Admiral Shares Peer Group Average Windsor Fund 0.31% 0.21% 1.06% The fund expense ratios shown are from the prospectus dated February 26, 2018, and represent estimated costs for the current fiscal year.
[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 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 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 Vanguard Wellington Fund
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Admiral™ Shares 1,000.00 1,029.04 0.91 Based on Hypothetical 5% Yearly Return Investor Shares $1,000.00 $1,023.64 $1.31 Admiral Shares 1,000.00 1,024.03 0.91 The calculations are based on expenses incurred in the most recent six-month period. The fund's annualized six-month expense ratios for that period are 0.26% for Investor Shares and 0 ...
[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 Municipal Bond Funds
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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% for Admiral Shares. 2 Peer groups are: for the Short-Term Tax-Exempt Fund, 1-2 Year ...
[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 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 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 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 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 ...
Money Market Fund Reform: What you should know
Money Market Fund Reform: What you should know Driven by events that occurred during the 2008 . financial crisis, the Securities and Exchange Commission (SEC) implemented a series of ... — Investor Shares Retail and Institutional Constant N/A
[PDF File]PDF Vanguardfi Total Bond Market Index Fund
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Small deviations in the fund™s performance versus that of the benchmark index, whether positive or negative, may occur given ... Admiral Shares (11/12/2001) 3.07 6.11 7.85 2.22 2.89 3.82 Š ... Investor Shares Year-End Year 1stQuarter 2ndQuarter 3rdQuarter 4thQuarter Total Bond Market Index
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