Investor vs institutional share class

    • [PDF File]BMO Harris Bank N.A. (the “Bank”) information and ...

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      BMO Harris Bank N.A. BMO Funds Fees and Expenses – Class I and Premier Class This table describes the fees and expenses that you may pay if you buy and hold Institutional Class (Class I or Premier Class) shares of the Funds.


    • [PDF File]Recent Trends on Institutional Investors Statistics 011208

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      institutional investors’ assets across OECD countries over the period 1995-2007 as well as details of the composition of institutional investors’ portfolio by country. 1 It also provides information on the


    • [PDF File]2015 Fee Study: Investors Are Driving Expense Ratios Down

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      Share-Class Warfare ... investor dollars toward Institutional and Retirement share classes. ... Page 6 of 11 2015 Fee Study: Investors Are Driving Expense Ratios Down


    • [PDF File]UK Reporting Fund Status

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      Institutional investors, including funds of funds, can also benefit when a fund has reporting fund status ... A calculation is required for every share class which has reporting fund status. For funds issuing shares in series, ... class (or series). No investor-specific information is sent to HMRC. The reports to investors commonly take the ...


    • [PDF File]Oakmark Fund Fact Sheets

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      Share Class (Ticker) William C. Nygren, CFA Joined Harris Associates in 1983 Investor Class (OAKMX) Kevin G. Grant, CFA Joined Harris Associates in 1988 Advisor Class (OAYMX) Institutional Class (OANMX) Category. Fund Facts Top 10 Equity Holdings % of Equity. Number of Holdings Citigroup 3.7 Total Net Assets Alphabet Cl C 3.6


    • [PDF File]A: • C: • K: Multi-Asset Income Fund

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      shares and 0.63%/0.53% for Investor K shares. Effective as of May 31, 2018, the performance information for periods prior to the inception date of the share class shows the performance of the Fund’s Institutional Shares. The


    • [PDF File]Vanguard share classes

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      A share class with lower expense ratios than those for Investor Shares. Investor Shares Index and active funds No minimum requirement through intermediaries for funds that don’t have Admiral Shares $3,000 for most funds that have both Investor and Admiral Shares1 A share class available to all investors. Institutional Shares Select index and


    • [PDF File]Institutional investors and ownership engagement

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      institutional investors, such as pension funds and investment funds. These developments have given new impetus to the discussion about the role of institutional investors as owners of publicly listed companies. Of particular interest is how they carry out the corporate governance functions that are associated with share ownership.


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

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      investor selects, and the share class consolidation are expected to occur in early November. Q6: Is there anything I need to do to take advantage of these changes? A: No. The price reductions have already gone into effect and share class conversion will happen ... Fidelity vs. Vanguard Investor, Admiral, Institutional and Institutional Plus ...


    • [PDF File]CBRE GROUP, INC. INVESTOR OVERVIEW

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      INVESTOR DECK | 9 Three Structural Tailwinds for Commercial Real Estate Services 1. Outsourcing – Occupier Acceptance of Outsourced Commercial Real Estate Services 2. Asset Allocation – By Institutional Investors to the Commercial Real Estate Asset Class 3. Consolidation – Customers are Driving Consolidation to Global Industry Leaders


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