Expense Ratios, expressed as a percentage, represents the amount of money a fund spends on management, administrative costs, operating costs, 12b-1 fees and any other costs tied to the assets in the fund. It does not include costs for trades made in the fund. These costs are passed on to the shareholders in the fund and are calculated against the total assets under management.
Investors use this percentage to determine their return on the investment by subtracting the cost from the performance of the securities in the portfolio. It is however only one of the costs associated with fund ownership. All fees should be calculated against the return of the fund to get a clear picture of how well the fund performed.
Index funds and most exchange traded funds (ETFs) have low expense ratios due to the passive management of the portfolio. These types of funds use a published benchmark (index) and invest based on how the index is constructed. Trading is infrequent and the management's activities are limited, which keep all costs low. These funds are expected to come as close to matching the benchmark without exceeding its performance after the fees are subtracted. Many of these types of funds have expense ratios of less than 0.20%.
Actively managed mutual funds have higher expense ratios by comparison due to the active management of the underlying securities in the portfolio. According to the Investment Company Institute (ICI), the average expense ratio for actively managed mutual funds is 0.90%. To perform better than a comparable benchmark, this type of fund must beat the benchmark after these costs are subtracted.
This is making sure that the stocks in your fund are of more than one type. The fund is an investment ins stocks.
The "no-load" label does not mean that the company selling the fund is a "non-profit" organization. If the company selling the fund is and/or has been successful, then it stands to reason that it is a profitable business. So a portion of your investment makes up for the profit on their end, which translates into cost (albeit not "load") on your end.Start by reading the prospectus and pay special attention to the "expense ratio". This is the portion of your investment that is "skimmed off the top" sight unseen if you don't look for it. Within the "expense ratio", consider the "12-b-1 fees", which needs to be compared with other funds in its "class".The subtlety of costs must also include consideration of taxes paid on gains especially on actively traded funds. For this, you have to focus on the "turnover ratio" within the prospectus to get a fair idea of what the costs of investing with a "no-load" fund would be.These and other factors needs to be considered and for some it is best discussed with a financial adviser whom you trust to look out for your interest (i.e. by being upfront about the costs associated with investing with him/her).
It is the ratio of the amount of money spent on investment in plant and capital - including stocks (inventories) over a period of time compared to the total output of the country (or region).
Can be acquired by placing funds in investment companies(such a mutual fund). The investment company pools resources of many investors and reinvest them in common stock (or other investments).
A partner in a hedge fund is an investor. Usually the hedge funds are limited partner legal entities. The investors are the limited partners and the investment manager is the general partner.
Mutual Fund is an open-ended fund operated by an investment company which raises money from shareholders and invests in a group of assets, in accordance with a stated set of objectives. Mutual funds raise money by selling shares of the fund to the public, much like any other type of company can sell stock in itself to the public.
strong man's expense
what is mutually exclusivelly investment
The official definition of the word pension is "a regular payment made during a person's retirement from an investment fund to which that person or their employer has contributed during their working life."
The risk-adjusted return is a measure of how much risk a fund or portfolio takes on to earn its returns, usually expressed as a number or a rating. This is often represented by the Sharpe Ratio. The more return per unit of risk, the better. The Sharpe Ratio is calculated as the difference between the mean portfolio return and the risk free rate (numerator) divided by the standard deviation of portfolio returns (denominator).
At the expense of enternaining or damaging
the ratio of the amount (mass) of air to fuel. Ideal is 14.7 lbs of air to 1 lb of fuel to completely burn air the fuel. A slightly rich raitio of about 12.5:1 car produce more power at the expense of emissions.
if you mean what type of expense is a debit, a debit is a liability, so therefore it is an expense.
An essential expense is an expense that is necessary, for example rent or salary. It is something that cannot be gotten rid of or trimmed.
No, the math term ratio doesn't mean multiply.
giving money to an official
The ratio of lateral strain to the longitudinal strain is called as poissions ratio
Expense: A loss for the sake of something gainedfor example, money to pay mortgage is an expense or money for a puppy.
Prudential Property Investment Managers is a real estate investment company. It is ranked in the top twenty of real estate investment companies in the world.
Answer When an individual or his investment advisor invest money in a money market fund, he expects dividends on regular basis and the investment to yield a certain return (as of June 2008, it is less than 3%). The management of a money market fund, to be able to accomplish this return and pay themselves management fees, has to reinvest this money also. They usually invest them in commercial papers, bank CDs, etc, and since these investments are not risk free, it is possible that they eventually can get back only part of the money they originally invested, thus braking the buck. In such situation the individual may be getting back, for example, 80% on every dollar invested. Answer If a money-market fund gives investors less than a dollar-for-dollar return on their investment, that occurrence is known as "breaking the buck." Basically it means that you are getting a yield less than zero.
Monthly investment plan
I don't know what you mean.