How To Use Mutual fund In A Sentence
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Fidelity is expected to release its monthly mutual fund guide tomorrow.
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The action of a mutual fund or portfolio manager shifting investment assets from one sector of the economy to another.
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Many investors struggle to get past the comfort zone of mutual funds.
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The effort of reflation is not merely coming from the U.S. and [quantitiative-easing] potential, but is also a policy that appears will be taken more widely," said Stephen Lieber, chief investment officer at Alpine Mutual Funds.
Stocks Rally to Five-Month High
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Would there be restrictions on the types of investments that could be made, say to mutual funds or IRA accounts?
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Don't make me laugh, it hurts (especially after the lid got lifted the latest cesspit in mutual funds).
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Before you sell any mutual funds, minimize taxes by checking different ways of computing costs.
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Do you only consider the operating expense ratio when selecting a mutual funds?
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Also hard-hit are supposedly diversified mutual funds that are stuffed with technology and other highflying small stocks.
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They're not "ironclad," warns Morningstar mutual fund analyst Michael Herbst.
Retirees Need A Cash Bundle
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If all of this sounds like too much work for a 4% or 5% yield, you can buy a muni mutual fund.
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The idea that passive equity management could outpace active management—then the mutual fund industry's universal strategy—was derogated and ridiculed.
How the Index Fund Was Born
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Inherent in this promise is a kind of security blanket; the union chief is replaced with a mutual fund manager.
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After a three-year drought, many investors have seen their stocks or mutual funds increase in value.
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The average guy who buys a mutual fund is not an investor at all; he's a chump, a patsy, a schmuck.
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And it is always the fault of the market or the hedge fund or of soft dollars or of the mutual fund or the limited partnership.
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More advanced services include stock and mutual fund brokerage or trading services, currency trading, and credit or debit card management.
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And of course, you get access to other premium stock and mutual fund data.
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With the proliferation of highly regulated mutual funds, the term hedge fund today only means a fund that is not registered under the Investment Company Act -- and can thus do things the former cannot, such as leverage itself, concentrate positions, or buy illiquid securities.
James Berman: Know When to Hold 'em...
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The term emerging markets was coined by economists at the International Finance Corporation (IFC) in 1981, when the group was promoting the first mutual fund investments in developing countries.
How To Define Emerging Markets
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A mutual fund is a portfolio of stocks or bonds that is jointly owned by a large number of investors.
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For example in large portfolios, we expand precious metals to include gold and silver bullion, gold and silver stocks and small and large mutual funds.
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More advanced services include stock and mutual fund brokerage or trading services, currency trading, and credit or debit card management.
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Maybe you don't have the time, interest, or wherewithal to craft your own mutual fund portfolio.
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These devotees of Vanugard founder John Bogle are big on slow, sure investments like indexed mutual funds.
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A mutual fund is a collection of different financial securities.
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To fatten the purse, each contributes to a mutual fund.
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Bogle has spoken out this way because the mutual funds industry is legally looting money from investors.
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The result: While the Alerian MLP Infrastructure Index, an industry benchmark, soared 30% in the past year through Thursday, the $511 million SteelPath MLP Select 40 Fund, the largest conventional, open-end MLP mutual fund to launch in 2010, is up just 18%.
Are Energy-Partnership Funds Worth the Energy?
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In 1994 they decided to file the miles of necessary paperwork, hire the required auditors and become a true mutual fund.
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The Vanguard Group of mutual funds founder John Bogle calls Grantham "one of the top two or three individuals in this business (and) If there's anybody in this whole business who calls a spade a spade (that person is) Jeremy Grantham.
A "Slow Motion Train Wreck"
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Many investors struggle to get past the comfort zone of mutual funds.
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The action of a mutual fund or portfolio manager shifting investment assets from one sector of the economy to another.
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As these people grow old, theory has long projected, they will cash out of the stocks and stock mutual funds that now fill their retirement accounts.
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Sure, you will boost performance if you manage to pick a few hot stocks or some superstar mutual funds.
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He also advises individual investors to abandon over-priced, under-performing mutual funds and "take control of their financial destines, educate themselves, and invest in a well-diversified portfolio of low-cost index funds.
Jon Stein: The Investment Cost Of Being Human
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Mutual fund companies are fiduciaries, meaning their top priority is to fulfill their responsibilities to others, not satisfy their own needs.
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The investigation of mutual fund misconduct today resulted in a multimillion dollar settlement with one of Wall Street's top firms.
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These combine cheque accounts with securities dealing, mutual funds and other investment services.
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The biggest mutual funds like to adorn themselves with high-minded monikers like Fidelity, Puritan, Flagship, and Strong American.
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Mutual funds have been attractive to small savers .
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Part of the reason is because, as the mutual fund ads say, past performance is no guarantee of future results.
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So to get an estimate of what you may owe come tax time, or to find out when you can expect your fund's disbursement which is usually this month or next, go to your mutual fund's Web site.
CNN Transcript Nov 15, 2006
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The account is tax-advantaged, meaning employees can invest the cash in products like mutual funds and let it grow tax-free.
Time for a Checkup?
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Just like a mutual fund, it issues redeemable units to investors and must follow guidelines set out by the SEC.
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Therefore, the real value of the mutual fund may be quite different from the calculated value at the close of the trading day.
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Advisory accounts that include mutual funds often use load-waived or no-load shares of those funds.
A Helping Hand for Your Portfolio
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Mutual fund companies are fiduciaries, meaning their top priority is to fulfill their responsibilities to others, not satisfy their own needs.
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The rise in real estate offsets declines in stock holdings and mutual funds.
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As a result, the markets should be prepared for substantial net realisations of mutual funds, rather than pencilling in fat support from mutual funds' new money in the months ahead.
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More advanced services include stock and mutual fund brokerage or trading services, currency trading, and credit or debit card management.
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But it would not be new to the brokerage or mutual fund businesses.
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According to longtime financial adviser Ben Schultz, Chandler "constantly" inquires as to whether any of his diversely invested mutual funds are losing money, but is always let down.
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Research shows that money flows into high-performance mutual funds more rapidly than money flows out from funds that are underperforming.
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Invest in a stock mutual fund. Buy a short-term bond fund.
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As a seriously risk averse individual you should start with mutual funds.
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Mutual funds sometimes undergo a name metamorphosis, emerging from their original gray cocoons as beautiful butterflies that will fly your investment returns higher than ever
but does this flight really happen?
Watch Out For The Mutual Fund Metamorphosis
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Despite these powerful arguments against mutual funds, there are still reasons why it makes sense for ordinary investors to own them.
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We are not aware of any silver mutual fund since most silver is produced as a by-product of other metals such as copper.
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Diversified international-stock mutual funds rose 13.3% on average in the year through Dec. 30, propell ed by a 7.4% fourth-quarter advance, according to data from investment researcher Morningstar Inc. Those returns paled against gains for U.S. stock funds of 18.9% and 12.4% for the year and final quarter, respectively, but nonetheless brought relief from a bumpy and sometimes treacherous ride.
Bloom Comes off International Stock Funds
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But health of the real economy, not the market of mutual fund holdings and financial investments, is measured by employment and productivity.
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The investment choices for QTPs are usually limited to mutual fund or annuities.
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While mutual fund betas typically average out to less than unity-because some cash must be kept on hand for redemptions-in my sample it is almost 20% below one.
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But now investors want only the safest kind of mutual fund.
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But this bear market is likely to turn off a lot of first-time investors who already have a glut of mutual funds to choose from.
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Mutual funds pool investors' money to purchase a variety of stocks and sometimes bonds.
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Invest in a stock mutual fund. Buy a short-term bond fund.
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Insurance mutual funds would be closed-end funds with fixed end dates.
Times, Sunday Times
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Assets fell 3.4 percent in the third quarter, mostly due to a 17 percent plunge in the value of stock and mutual funds holdings.
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Mutual funds have been attractive to small savers .
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As with any investment, there are risks involved in buying mutual funds.
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In most cases, the chassis is the familiar "open end" mutual fund.
Is an ETF Really a Fund? Maybe Not.
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And if the market plunges, many Wall Street newcomers might dump stocks and mutual funds as quickly as they bought them.
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When stock prices are volatile, investors often flee the market in favor of less risky money-market mutual funds.
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The scandal is also enmeshing insurance companies selling variable annuities, policies that let investors pay their premiums to mutual funds.
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When stock prices are volatile, investors often flee the market in favor of less risky money-market mutual funds.
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As the stock market continues to spiral downward and investor losses mount, mutual fund fees have found a way to continue to rise.
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She reinvested the dividends in mutual funds.
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These combine cheque accounts with securities dealing, mutual funds and other investment services.
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Perhaps the easiest way to understand the mechanics of closed-end mutual funds is via a comparison to the open-end mutual funds with which most investors are familiar.
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He advises small investors to invest in munis through mutual funds, rather than buying individual bonds.
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Personal holdings of stocks and mutual funds increased by $944 billion.
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The schemes have come in for redemption and the Securities and Exchange Board of India has directed Indian Bank Mutual Fund to formulate a method of meeting payment commitments.
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Unlike mutual funds, which make new shares available when investors want to buy and redeem when they sell, closed-end funds issue a fixed number of shares that trade on a stock exchange.
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I've got about a hundred sixty thou split out in three CD's and another twenty-five in a mutual fund.
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Proxy voting is often the sole means by which investors can have a say in the business operations and societal activities of their company or mutual fund.
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Would you go to him to have your tonsils taken out or for advice as to which mutual fund to buy?
Channeling Religious Impulses
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Many families who invested their college reserves in stocks and mutual funds have seen their savings evaporate.
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That volatility has risen as the stocks become increasingly concentrated in the hands of a relatively few mutual funds.
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I am sending you herewith an article discussing the effect of the current bear market on the future of the mutual fund industry.
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Selecting the right energy stock or mutual fund requires research, but many folks choose these investments like they choose a corner gas station.
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The scandal is also enmeshing insurance companies selling variable annuities, policies that let investors pay their premiums to mutual funds.
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However, by moving investors to A shares, the proposal could result in more long-term investing, which is what mutual funds were designed for, said Russel Kinnel, director of mutual fund research at Morningstar Inc.
InvestmentNews.com Latest Headlines
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Most companies offer investment vehicles, such as mutual funds, that are already managed by experienced and qualified money managers.
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A sudden collapse could cause a run on mutual funds, which could in turn threaten the financial system.
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They are like a mutual fund thatbundles together bonds, loans or swaps.
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Unless the tax deferral is truly important, you might be better off investing in tax-efficient mutual funds or ETFs until you need the money, and then converting it into an immediate annuity.
How To Make Your Money Last In Retirement
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In addition, the Asset - Backed Commercial Paper Money Market Mutual Fund Liquidity Facility ( AMLF ) was created.
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Thus, in addition to their likeness to executives with options packages, pundits also closely resemble mutual fund managers, and the people who invest with them.
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An economic analysis of mutual fund.
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the weekly bulletin contains several predictors of mutual fund performance
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A traditional open-end mutual fund prices its shares only once a day: If you get your order in before 4 p.m.
What the heck is an ETF anyway?
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Use a discount broker or consider mutual funds.
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For many asset classes, there are dozens of no-load mutual funds to be investigated for purchase.
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The SIA boasts a membership of some 700 firms that include investment banks, broker-dealers and mutual fund companies.
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As an interesting aside, I've never met anyone who actually bought a term policy, checked around to get the cost of a permanent policy with the same death benefit, and then invested the difference in a mutual fund every month.
Pamela Yellen: An Unexpected 'Orman-Ramsey Vise' Now Squeezes Millions of Aging Americans
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And Americans continue to increase their mutual fund holders holdings.
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Look for one who custodies assets with a large broker-dealer and invests in low-cost exchange-traded funds or index mutual funds.
Wrap Account Ripoff
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The coalition now includes some of the country's heaviest financial hitters, pension fund managers and mutual fund honchos that control a half-trillion in assets.
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Seven-years will likely be popular with investors ahead of month-end, a time when many hedge funds and mutual funds need to rebalance their portfolios to match changes in indexes with which they are benchmarked.
Treasury Returns to Auction Block
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Mr. Bogle is the founder and former chief executive of the Vanguard Group of Mutual Funds.
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Now, plans are being made cheaper and easier, allowing mutual fund companies to exploit this previously unattractive market.
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In addition, the Asset - Backed Commercial Paper Money Market Mutual Fund Liquidity Facility ( AMLF ) was created.
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A stance should be taken on taxing dividends from equity mutual fund schemes.
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Mr. Barve took over as managing director of this company and has, since, been responsible for the introduction of several mutual fund products from this stable.
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The banks have done that by expanding their offerings of auto loans, life insurance, mutual funds, mortgages, and credit cards.
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At the end of a month, many hedge funds and mutual funds need to rebalance their portfolios to match changes in indexes with which they are benchmarked.
Treasurys Climb After Strong Auction
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Philip L.Carret was a legendary investor and the founder of one of the first mutual funds.
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With a mutual fund, investors buy and sell shares from and to the fund itself.
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Despite these powerful arguments against mutual funds, there are still reasons why it makes sense for ordinary investors to own them.
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It is good to remember that today's small number of really excellent stable funds is a sad commentary on the misplaced priorities of the mutual fund industry.
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In 1994 they decided to file the miles of necessary paperwork, hire the required auditors and become a true mutual fund.
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The average guy who buys a mutual fund is not an investor at all; he's a chump, a patsy, a schmuck.
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I also manage an open-end mutual fund, the Prudent Bear Fund, which was the top performing mutual fund in the country in the 3rd quarter.
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Another big reason investors buy index ETFs: The funds have a lower average annual expense ratio than open-end index mutual funds: 0.56% of assets, compared with 0.98%, according to Morningstar.
The ABCs of ETFs
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That leaves the more familiar open-end mutual funds.
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In sharp contrast to our bear market portfolio is one now being offered by a well known no-load mutual fund company in its recent brochure.
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Invest in a stock mutual fund. Buy a short-term bond fund.
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An adviser executive sells mutual funds, bonds and other related securities to customers.
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In fact, the top 20 funds not only underperformed the market as time went on, but they also underperformed the average mutual fund.
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He plans to leave his mutual funds, stock, and Roth IRA as they are.
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More advanced services include stock and mutual fund brokerage or trading services, currency trading, and credit or debit card management.
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In other words, when we take survivorship bias into account, the average mutual fund underperforms the market.
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National mutual funds were among the biggest buyers, according to an underwriter at A. G. Edwards.
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A downgrade of tobacco bonds, held by muni-bond mutual funds, helped spark the muni-market downdraft last year.
Tale of a Selloff
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Karmakin, I invest in vanguard’s money market fund (not FDIC insured, but very safe and earns % 5.15 percent), and vanguard’s indexed funds. vanguard is well respected. many call it a charity company because their management fees are so low. and a lot of research suggests that indexed funds outperform mutual funds.
Matthew Yglesias » A Question
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Suppose a couple agrees to split their assets, with one taking cash and the other taking mutual funds and stocks.
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We are not aware of any silver mutual fund since most silver is produced as a by-product of other metals such as copper.
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Morningstar, the Chicago-based mutual fund research firm, recently gave Ariel's mutual funds its top five-star rating for performance.
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Just like a mutual fund, it issues redeemable units to investors and must follow guidelines set out by the SEC.
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More advanced services include stock and mutual fund brokerage or trading services, currency trading, and credit or debit card management.
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Yes, it has been five years since prosecutors started bringing cases involving market timing -- which involves the short-term darting in and out of a mutual fund's shares, a practice generally forbidden by the funds.
How Well Do You Know...the Regulatory Cops?
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These college savings plans allow you to invest in a portfolio of mutual funds on behalf of a child, grandchild or other beneficiary.
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Sure, you will boost performance if you manage to pick a few hot stocks or some superstar mutual funds.
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Senate confirmation hearings for the Third Circuit Court of Appeals in 1990, Alito promised in writing that he would "disqualify" himself from cases involving companies he had a financial interest in, naming Smith Barney and Vanguard mutual funds.
Senators Snowe and Collins Must Work to Defeat Alito��s Supreme Court Nomination
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It allowed Indian mutual funds to invest in scrips of listed overseas companies that have at least 10 per cent stake in an Indian company listed on a recognised stock exchange.
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In many respects, the variable annuity sounds like a mutual fund, but it has key differences.
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The basic premise of a mutual fund involves a group of investors who pool their assets so that they can afford the services of a professional money manager.
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New Delhi: Market watchdog SEBI is considering setting up a common defaulter database in order to provide a one-stop reference point for all types of market players such as brokerages, mutual funds, merchant banks, portfolio managers and rating agencies.
Top Headlines
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There's a decent-sized cult coalition that seems to think this young whippersnapper will eventually do something other than grow his own mutual funds.
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A mutual fund is a portfolio of stocks or bonds that is jointly owned by a large number of investors.
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If you sell to claim losses, you can't repurchase the stocks or mutual funds within 30 days.
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At its first meeting since the election of the new government, SEBI also scrapped entry loads on mutual fund investments and more or less halved fees for intermediaries such as brokerages and FIIs.
India News Digest: Ambanis Under Pressure to Settle Row Over KG Gas
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The banks also have a habit of channelling the initial equity in the direction of a few favoured clients - usually institutional investors, mutual funds and wealthy individuals.
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Up until recently, I was pursuing a career in fincancial services, providing insurance, mutual funds, mortgage refinancing, and notarial services.
Where Does One Find the Courage to Resist?
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In addition, the Asset - Backed Commercial Paper Money Market Mutual Fund Liquidity Facility ( AMLF ) was created.
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In 1994 they decided to file the miles of necessary paperwork, hire the required auditors and become a true mutual fund.
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Investors should keep track of distributions made by their mutual funds that are reinvested.
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Many investors are clamoring for hedge-fund-like strategies in mutual funds, says Kevin Rowell , managing director of HighMark Capital Management, a member of Mitsubishi UFJ Financial Group Inc. Investors " like the idea that mutual funds charge lowe r management fees than hedge funds, don ' t use leverage and disclose holdings regularly, " he says.
Banking Giant Finds Success in Funds
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Yesterday night, I and a mutual fund supervisor for dinner.
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This is a mutual fund that further diversifies risk by investing in several hedge funds that invest in different sectors and have different strategies and management styles.
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But instead of designer brands, what's for sale is an array of home loans, mutual funds, insurance, annuities, brokerage services, and plain old savings accounts.
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I look at it as like (it is) 75-85% done, " CEO Jamie Dimon told mutual fund executives at the Investment Company Institute's general meeting.
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A sudden collapse could cause a run on mutual funds, which could in turn threaten the financial system.
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A mutual fund firm invests in a broad range of stocks or other securities on behalf of a large number of individual clients.
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We are concerned primarily with stocks, bonds and no-load mutual funds.
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I am 39, and like so many of the baby boomers, I have invested in mutual funds.
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The banks also have a habit of channelling the initial equity in the direction of a few favoured clients - usually institutional investors, mutual funds and wealthy individuals.
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The program allows clients to buy and sell mutual fund shares without paying commissions.
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You want to choose a mutual fund that has a low, what they call expense ratio.
CNN Transcript Jul 29, 2008
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Whitney Tilson manages a hedge fund and a mutual fund; he and John Heins coedit the newsletter Value Investor Insight.
Get Briefed: John Mauldin
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When stock prices are volatile, investors often flee the market in favor of less risky money-market mutual funds.
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Before you sell any mutual funds, minimize taxes by checking different ways of computing costs.
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They have reasons to be cautious, of course, While the market is up almost 70% in the past 12 months, many mutual funds are still below their precrash peak.
Bull Market? Stock Funds' Flows Don't Show It
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The new rules also make donating mutual funds, stocks, bonds and other securities more attractive.
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Commissioned brokers may have access to certain no-load mutual funds in a variable annuity wrapper, but there still is a commission on the annuity.
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The trend shows that ‘if there's an arbitrage opportunity, it will get arbitraged away,’ says a pleased Gus Sauter, chief investment officer of Vanguard Group, which runs $350 billion in indexed mutual funds.
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Deciding how to choose the right stock, mutual fund, or even a money market account is also a challenge.
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What if you don't own your investments directly but have stocks in a mutual fund or pension plan managed by others?
