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[PDF File]USING DEFINED MATURITY BOND FUNDS AND QLACs TO BETTER ...
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rates rise. Constant duration bond mutual funds still fluctuate in value, except to a lesser degree than stocks. Though these bond funds provide flexibility and some upside growth potential they are more complex for retirees to understand in terms of their role in …
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Canadian Investment Funds Industry
overall competitive dynamics combined to allow fund services providers to deliver more value for the same (if not declining) price. Fund wraps have, over time, eroded the market share held by stand-alone funds. At the end of 2013, stand-alone funds held a 72.6% share of the mutual fund market, a share which
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[PDF File]COMMENT LETTER /SUBMISSION MUTUAL FUND FEES
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and Best Practices in Mutual Fund Statements Study. Relative to other financial services sectors, the study says, mutual fund statements do not provide value-added account details that give investors a well-rounded and complete view of their investments. The majority of mutual
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[PDF File]FUND FACTS BMO Retirement Balanced Portfolio Series A May ...
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BMO Retirement Balanced Portfolio Series A 2. Fund expenses You don’t pay these expenses directly. They affect you because they reduce the returns of this series of the fund. As of September 30, 2018, the Series A expenses of the fund were 1.85% of its value. This equals $19 for every $1,000 invested. Annual rate (as a % of the series' value)
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[PDF File]FUND FACTS BMO Retirement Income Portfolio Advisor Series ...
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FUND FACTS BMO Retirement Income Portfolio Advisor Series May 10, 2019 Manager: BMO Investments Inc. This document contains key information you should know about BMO Retirement Income Portfolio. You can ﬁnd more details in the fund's simpliﬁed prospectus. Ask your representative for a copy, contact BMO Investments Inc. at 1-800-668-7327 or clientservices.mutualfunds@bmo.com …
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[PDF File]FUND FACTS - TD Mutual Funds & Portfolios Solutions | TD ...
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of the fund since inception, your investment would now be worth $1,255. Who is this fund for? This fund may be suitable for investors who: • are investing for the medium to long-term • are retirees or pre-retirees and prefer to have professional managers determine the selection and composition of …
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Best mutual fund for retirees