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Mutual Fund Fees
 
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Get the basics on mutual funds and ETFs and the fees in both. It will become very clear why I hate mutual funds.
Views: 753 Dan Casey
Introduction to Mutual Fund Fees - MUTUAL FUND FEES
 
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There can be a front-end load fee. This is when you pay a fee when you invest in the fund. So if there is a 5% front-end sales load fee, then if you invest 10,000, the fund will automatically charge you 500 dollars, which is 5%. Then there is the back-end load. This one can be a bit trickier because there are often exceptions based on various criteria. If you look at this fee table. You will see that there is no maximum deferred sales charge. but then they reference this #1 footnote. The footnote basically says if you invest over 1 million dollars, and sell within the first 12 months, they can charge you 1%. This illustrates the importance of reading the prospectus. Mutual funds are required to describe their fees in their prospectus, and every fund is different so make sure you read that. At least the fee section. Now every now and again you might hear about a “no-load” fund. Generally, what they are referring to these front and back-end load fees. But I wouldn’t just accept a no-load fund as having “no fees in this top section. They may list fees like exchange fees, redemption fees, service fees and so on. So once again. Find the table for the mutual fund you are interested in. then read the details. Now on to the operating fees. First is the management fee. A management fee is fees paid out of the fund assets to the investment advisor for managing the fund. With this fund, the fee is 72 basis points. A basis point is one-hundredth of one percent. So 100 basis points is the same as 1%. So in this case, it's 72 basis points. For this one, its 15 basis points. And down here, you have 175 basis points or 1.75% Distribution fee or a 12b-1 fee. 12b-1 fees are fees that are taken out of the fund’s assets to cover expenses to sell the fund. This fee can include compensation for brokers to sell the fund, paying for advertising, printing and mailing the prospectus I mentioned you should look at. As is true with all of these fees, you're aiming for these fees to be as low as possible. Then we go down to the other expenses. This can be A lot of different things. Some popular fees in here are legal fees, custodial expenses and so on. In summary, fees for mutual funds are impressively more complex than you might think. The tricky part to an explainer video like this one for mutual fund fees is that there is no hard and fast rule for fees. There is almost always an exception and every fund does it differently. My opinion, if I were looking to invest in a mutual fund, I would look for a no-load fund that has annual fund expenses as low as possible. I might be willing to pay a slightly higher fee if it was a strategy I wanted to be involved in. but for a basic fund, I would be looking at the total annual fund fees and I would be aiming for funds that don’t have a sales load fee. If you have any questions or comments, post a comment and we will try to reply as soon as we can. Invest wisely ★☆★ Subscribe: ★☆★ https://goo.gl/qkRHDf Investing Basics Playlist https://goo.gl/ky7CJq Investing Books I like: The Intelligent Investor - https://amzn.to/2PVhfEL Common Stocks & Uncommon Profits - https://amzn.to/2DAV8h9 Understanding Options - https://amzn.to/2T9gFSp Little Book of Common Sense Investing - https://amzn.to/2DfFGG2 How to Value Exchange-Traded Funds - https://amzn.to/2PWSkRg A Great Book on Building Wealth - https://amzn.to/2T8AKZ1 Dale Carnegie - https://amzn.to/2DDAk8w Effective Speaking - https://amzn.to/2DBncAT Equipment I Use: Microphone - https://amzn.to/2T7JxL6 Video Editing Software - https://amzn.to/2RQM1vE Thumbnail Editing Software - https://amzn.to/2qIUAgP Laptop - https://amzn.to/2T4xA8Z DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment. #LearnToInvest #StocksToWatch #StockMarket
Views: 6300 Learn to Invest
Tony Robbins - Mutual Fund Fees
 
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For more information, go to www.DaVinciFIA.com.
Views: 1267 DaVinci Financial
Fees Involved In Mutual Fund Investing | In Hindi Explained
 
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Namaskar Dosto aaj hum bat krenge Mutual Funds me lagne wale charges ki. Aise bhut sare charges hote hai alag alag prakar ke jinke bare me humko jan na bhut zaruri horta hai.. Is video me hum usi ki bat krenge ..Mutual Funds me kuch alag alag prakar ke charges lag jate hai jaise ki Entry load, Exit Load, Transaction charges, Expense ratio, Exchange fees etc etc ye sab Hidden Charges hote hai ... To umeed hai dosto aapko video pasand ayega Mutual fund, Banking aur Finance ke bare me aur jan ne ke lie SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo For any BUSINESS INQUIRY - [email protected] DISCLAIMER: The information provided on this channel and its videos is for INFORMATION only and should NOT be considered as professional advice. We always try our best to provide correct information but please note that we are not a licensed professional . so always make sure you consult a investment professional. All products/services reviewed on this channel have been purchased by me unless stated otherwise. We always try to keep our channel and its contentaccurate but we cannot guarantee it. All opinions expressed here are our own and we are not compensated by any brand, advertiser. We never try to push products on anyone but we do make recommendations based on our personal experience.
Views: 61609 Market Maestroo
Mutual Fund Fees Explained
 
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Curious about how Mutual Fund Fees work? Learn how Mutual Fund fees benefit you and how they are broken down, how returns on Mutual Funds are calculated, and how this may affect you.
Views: 5114 RBC
Load vs No-load Mutual Funds
 
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This video discusses the difference between a load and a no-load mutual fund. The "load" is a sales charge/commission paid to the financial advisor or broker who sold you the fund. A load can be front-end (charged when you buy shares in the fund) or back-end (charged when you withdraw money from the fund). No-load funds do not contain a load because they don't pay people to sell the fund. Historically, no-load funds have tended to outperform load funds. Edspira is your source for business and financial education. To view the entire video library for free, visit http://www.Edspira.com To like us on Facebook, visit https://www.facebook.com/Edspira Edspira is the creation of Michael McLaughlin, who went from teenage homelessness to a PhD. The goal of Michael's life is to increase access to education so all people can achieve their dreams. To learn more about Michael's story, visit http://www.MichaelMcLaughlin.com To follow Michael on Facebook, visit https://facebook.com/Prof.Michael.McLaughlin To follow Michael on Twitter, visit https://twitter.com/Prof_McLaughlin
Views: 8610 Edspira
Understanding Mutual Funds, Fees & Expenses
 
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Visit http://www.annuity.com or call toll-free 1-888-390-4103 to receive our free Safe Money Guide and Best Annuity Rates Report. This video covers the basics of Mutual Funds, and their fees and expenses.
Views: 1300 annuitycom
What Fees You Pay When Investing in Mutual Funds | Your Money, Your Choices with Susan Daley
 
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You may have heard people say that they don’t pay any fees to invest their money. Or maybe you even think that yourself. Don’t kid yourself, the banks and other investment companies are in business to make money, they aren’t investing your money for free. I’m Susan Daley and this is Your Money, Your Choices, and in today’s video I’ll outline the various fees associated with purchasing and holding a mutual fund to make sure you know what you're paying for! I put out new videos every other Wednesday, so subscribe and click the bell to receive notifications. I’m Susan Daley and this is Your Money, Your Choices. ------------------- Visit PWL Capital: https://goo.gl/uPcXg7 Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company/pwl-capital Follow Susan Daley on - Twitter: https://twitter.com/_SusanDaley - LinkedIN: https://linkedin.com/in/daleysusan
Views: 5248 Susan Daley
Expense Ratio of a Mutual Fund
 
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This video discusses the various costs that are included in the expense ratio of a mutual fund. The expense ratio typically consists of a management fee (to pay the fund manager), operating expenses (to cover administrative costs such as mailing statements and accounting for the fund), and 12b-1 fees (to promote/advertise the fund). These expenses occur on an ongoing basis and are distinct from the one-time fees associated with a "load." Edspira is your source for business and financial education. To view the entire video library for free, visit http://www. Edspira.com To like us on Facebook, visit https://www.facebook.com/Edspira Edspira is the creation of Michael McLaughlin, who went from teenage homelessness to a PhD. The goal of Michael's life is to increase access to education so all people can achieve their dreams. To learn more about Michael's story, visit http://www.MichaelMcLaughlin.com To follow Michael on Facebook, visit https://facebook.com/Prof.Michael.McLaughlin To follow Michael on Twitter, visit https://twitter.com/Prof_McLaughlin
Views: 11221 Edspira
Top 5 Mutual Funds to Buy in 2018
 
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Free Resources: https://bit.ly/2wymZbJ My pick for the best mutual fund with a 1-year return is the American Funds New Perspective Fund® Class F-1 which boasts a 1-year return of 28.78%. You can find this fund with the ticker symbol NPFFX. Now although future returns are all speculative, that is a phenomenal return for any short-term investor. Hypothetically that means that if you invest $2,500, which is the minimum to invest, today and sell out at the end of the year, you’ll have made $719.50. Now, this fund is of a moderate risk and has 319 holdings, the top 5 of which are Amazon, Facebook Inc. A, Taiwan Semiconductor Manufacturing Co Ltd, Naspers Ltd Class N, and Microsoft Corporation. This fund is technically a world fund which is why you see such a diverse set of holdings. As mentioned earlier this fund is a 5-star fund and has no transaction fees. Alright, so my pick for the best 5-year fund is the Fidelity® 500 Index Fund — Institutional Premium Class which boasts a 5-year return of 15.78%. You can find this fund with the ticker symbol FXAIX.  This fund has no minimum so hypothetically if you invest $2,500 today and sell out in 5 years, you’ll have made roughly $2,703.50 which I found using a custom Excel calculator that accounts for compound interest. Moving into my third pick which is for the mutual fund with the best 10-year return. The fund I pick for this category is the Fidelity® Nasdaq® Composite Index Fund which boasts a 10-year return of 11.09%. You can find this fund with the ticker symbol FNCMX. Similar to the first fund, this fund has a minimum of $2,500 so hypothetically if you invest $2,500 today and sell out in 10 years, you’ll have made roughly $7,156.32 which I again found using a custom Excel calculator that accounts for compound interest. This fund is of a moderate risk and consists of 2,196 holdings, the top 5 of which are Apple Inc., Microsoft Corp, Facebook Inc. A, Amazon Inc., and ALPHABET INC CL C. So I think we’re starting to see a trend here between the top holdings of these funds. As our world becomes more tech-driven, leading companies such as apple an Microsoft will continue to grow. Alright, my fourth pick which is for the best foreign mutual fund is the Fidelity® International Enhanced Index Fund which boasts one year return of 27.59%, a five-year return of 9.35%, and a ten-year return of 2.3%. Because of its weak 10 year return, I would consider this a short to mid-year hold which would be around 2 to 5 years. You can find this fund with the ticker symbol FIENX. Like most Fidelity funds, this fund has a minimum of $2,500 so hypothetically if you invest $2,500 today and sell out in 5 years, you’ll have made roughly $1,406.93. This fund is of a moderate risk and consists of 264 holdings, the top 5 of which are, excuse my pronunciation, NOVARTIS AG (REG), NESTLE SA (REG), ROCHE HLDGS AG (GENUSSCHEINE), TOTAL SA (FRAN), and BAYER AG. So it's nice to see some different holdings than the last funds but I’m sure you saw some familiar names there like Bayer and Nestle. Now the benefit to holding a foreign fund is that it’s less correlated with the US stock market. That means that during a recession, your foreign holdings may fair better than your US holdings. Okay, so my fifth and final pick which is for the best balanced mutual fund is the T. Rowe Price Personal Strategy Growth Fund which has one year return of 21.91%, a five-year return of 11.60%, and a ten-year return of 7.06%. Although a 10-year return of 7.06% is still decent, I would also recommend this as a medium-term hold. You can find this fund with the ticker symbol TRSGX. This fund has a minimum of $2,500 so hypothetically if you invest $2,500 today and sell out in 5 years, you’ll have made roughly $1,827.74. This fund is of a lower risk and consists of Cash, convertibles, domestic bonds, preferred stock, foreign bonds, foreign stock, domestic stock, and others, whatever that means. Because this is a balanced fund, it’s already diversified which makes it a lot easier for the investor. The reason I recommend this fund is because it has a lengthy history of excellent performance and it’s already diversified which makes it a nice holding during a recession.   Thanks for watching and make sure to subscribe so that you don’t miss any future content. I’ll see you later. Social Links: Website: www.wharmstrong.com Twitter: https://twitter.com/wharmstrong1 Facebook: https://www.facebook.com/wharmstrong1/ Instagram: https://www.instagram.com/wharmstrong1/
Views: 24657 Will Armstrong
Mutual Funds: Smart Investing with low fee Index funds (2018)
 
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My lessons learned on investing and buying Mutual funds. WATCH Those fees. Look at the expense ratios on the funds you are interested in buying. Do Not use a financial advisor. You can do this yourself. You really only need a low expense fee S&P Index 500 Fund that has a 0.035% expense fee. I own Fidelity FUSVX (minimum of $10,000) and IVV S&P ETF fund. Fidelity charges no fee to buy IVV. Charles Schwab charges a fee to buy IVV. So watch those fees and expenses. This will save you a-lot of money over time. I also recommend researching Vanguard's VOO Index fund. Buy an low-fee S&P 500 Index fund and reinvest the dividends for compounded growth. Remember, "No-one cares more about your money than do you." AND "Time IN the market is better than TIMING the market." I am not an financial advisor and this is for entertainment only. Invest wisely. # ====================== Help support this channel by becoming a Patron (PATREON) https://www.patreon.com/DroneDogs
Views: 209 Drone Dogs
Why mutual funds that charge performance fees are a scam
 
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David O’Leary of Eden Valley Partners explains Why mutual funds that charge performance fees are a scam.
Views: 136 Financial Post
The Truth About 401k Fees, Mutual Fund Fees, and Hidden Fees Explained - Part 1
 
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Finding the truth about 401k fees, mutual fund fees, and hidden fees inside these vehicles can be nearly impossible. Unless you know where to look, most people can't answer the question of, how much are you paying in hidden fees? The problem is, understanding mutual fund fees and 401k fees can be nearly impossible. Let's look at some of the 401k hidden fees and do some digging into mutual fund fees and expenses explained in a way that makes sense. Until you can determine exactly what your fees are, it's hard to know exactly how much you are earning on your retirement savings, and if your 401k fees are too high to even make it worthwhile. --- Just about every day I talk to someone invested in mutual funds, a 401k, or with an advisor who is compensated by fees. I like to ask, what are you paying in fees? If I asked you that, what would be your answer? For the most part no one knows exactly what they pay in fees. Some have a ball park idea because their advisor told them he or she would be charging X percent to manage their money. But is that it? Mutual funds for instance have many hidden fees or costs. The fund’s management fee and these soft costs cannot be easily found nor are they openly disclosed. It has been reported that there are as many as 17 different fees and costs associated with a mutual fund. I’ve listed these fees and costs in detail in another video, so you might want to check it out. Many of you may have done some research on your mutual funds and saw a management fee that may show something like 1.5% or 2%. Thinking that’s it, you quit looking further. I get it, the other fees and costs are difficult to find. But the management fee may only be half costs. For the moment - Let’s assume that the mutual fund management fees were only 1% - Now what about your advisor? Or should I say, what about your “fiduciary?” This is the new title you are going to here more and more of. The title is supposed to tell you that as a fiduciary they are looking out for your best interests. Well, lets see how that works out as fiduciaries are supposed to charge fees. So let’s see how that works out for you. Have you heard the term “wrap fee?” That’s Wall Street Jargon for – wrapping a fee around a fee. If you are working with a fee based advisor or fiduciary – and they are buying mutual funds for you – then you are more than likely paying a wrap fee. Let’s suppose the fund charges 1% management fee, what the advisor does is wrap an additional fee for themselves around the mutual fund fees. Suppose that’s another 1%. How does that play out over time? Let’s do a little math here. Suppose we have 30 years to invest 100,000 and we get an 8% return (I know 8% is a stretch). On the outset, I realize this is a flawed calculation. Why? Because Wall Street does not go up in a perfect linear line, nor does the markets provide a consistent stable return each year. -------------------------------------------------------------- Please Subscribe! https://www.youtube.com/channel/UCNtQmqZlNUwzPuWmHPI_oSg?sub_confirmation=1 Visit me on the web- http://WiseMoneyTools.com/ Follow me! FB - https://www.facebook.com/wisemoneytools Twitter - https://twitter.com/wisemoneytools Google+ - https://plus.google.com/114367619155241197052 I have been involved in financial planning for over 32 years. I started out as a high volume stock broker. After working with millions of dollars I decided there had to be another way for people to earn money in the market without all the risky ups and downs that leave you where you started, or worse. After reading a ton of books I came across a book on the Infinite Banking Concept and it completely changed my life and the way I view investments. Now I focus on building wealth in safe and predictable ways, like Infinite Banking, Cash Value Life Insurance, and Indexed Annuities to name a few. I post videos regularly so if you have any questions of comments feel free to email them to... dan at wisemoneytools dot com
Views: 1720 Wise Money Tools
What Is Wrong with Mutual Funds? Fees, Earnings, and Structure of the Industry (2006)
 
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A mutual fund is a type of professionally managed collective investment vehicle that pools money from many investors to purchase securities. While there is no legal definition of the term "mutual fund", it is most commonly applied only to those collective investment vehicles that are regulated and sold to the general public. They are sometimes referred to as "investment companies" or "registered investment companies." Most mutual funds are "open-ended," meaning investors can buy or sell shares of the fund at any time. Hedge funds are not considered a type of mutual fund. The term mutual fund is less widely used outside of the United States and Canada. For collective investment vehicles outside of the United States, see articles on specific types of funds including open-ended investment companies, SICAVs, unitized insurance funds, unit trusts and Undertakings for Collective Investment in Transferable Securities, which are usually referred to by their acronym UCITS. In the United States, mutual funds must be registered with the Securities and Exchange Commission, overseen by a board of directors (or board of trustees if organized as a trust rather than a corporation or partnership) and managed by a registered investment adviser. Mutual funds are not taxed on their income and profits if they comply with certain requirements under the U.S. Internal Revenue Code. Mutual funds have both advantages and disadvantages compared to direct investing in individual securities. They have a long history in the United States. Today they play an important role in household finances, most notably in retirement planning. There are 3 types of U.S. mutual funds: open-end, unit investment trust, and closed-end. The most common type, the open-end fund, must be willing to buy back shares from investors every business day. Exchange-traded funds (or "ETFs" for short) are open-end funds or unit investment trusts that trade on an exchange. Open-end funds are most common, but exchange-traded funds have been gaining in popularity. Mutual funds are generally classified by their principal investments. The four main categories of funds are money market funds, bond or fixed income funds, stock or equity funds and hybrid funds. Funds may also be categorized as index or actively managed. Investors in a mutual fund pay the fund's expenses, which reduce the fund's returns/performance. There is controversy about the level of these expenses. A single mutual fund may give investors a choice of different combinations of expenses (which may include sales commissions or loads) by offering several different types of share classes. In the US, a mutual fund is registered with the Securities and Exchange Commission (SEC) and is overseen by a board of directors (if organized as a corporation) or board of trustees (if organized as a trust). The board is charged with ensuring that the fund is managed in the best interests of the fund's investors and with hiring the fund manager and other service providers to the fund. The fund manager, also known as the fund sponsor or fund management company, trades (buys and sells) the fund's investments in accordance with the fund's investment objective. A fund manager must be a registered investment advisor. Funds that are managed by the same fund manager and that have the same brand name are known as a "fund family" or "fund complex". Mutual funds are not taxed on their income and profits as long as they comply with requirements established in the U.S. Internal Revenue Code. Specifically, they must diversify their investments, limit ownership of voting securities, distribute a high percentage of their income and capital gains (net of capital losses) to their investors annually, and earn most of the income by investing in securities and currencies.[2] Mutual funds pass taxable income on to their investors by paying out dividends and capital gains at least annually. The characterization of that income is unchanged as it passes through to the shareholders. For example, mutual fund distributions of dividend income are reported as dividend income by the investor. There is an exception: net losses incurred by a mutual fund are not distributed or passed through to fund investors but are retained by the fund to be able to offset future gains. Mutual funds may invest in many kinds of securities. The types of securities that a particular fund may invest in are set forth in the fund's prospectus, which describes the fund's investment objective, investment approach and permitted investments. The investment objective describes the type of income that the fund seeks. For example, a "capital appreciation" fund generally looks to earn most of its returns from increases in the prices of the securities it holds, rather than from dividend or interest income. The investment approach describes the criteria that the fund manager uses to select investments for the fund. http://en.wikipedia.org/wiki/Mutual_funds
Views: 4338 The Film Archives
Deferred Sales Charge Mutual Funds
 
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How Deferred Sales Charge (DSC) mutual funds work, and why there are costs for selling these investments too early. Please visit http://www.faircanada.ca for more information
Views: 2185 FAIR Canada
Investing Humor: Active vs Index Mutual Funds - Part 1 - Fees
 
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Here is a little race between an Active Mutual Fund and an Index Fund. By the way, the cost basis of the Index Fund is now 5 basis. It was higher when the video was made in 2011.
What is Expense Ratio in Mutual Funds? | How are Fund charges calculated? | Mutual Funds Explained
 
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What is Mutual Fund Expense Ratio? How is TER calculated? Expense ratio tells how much you pay a Mutual fund in percentage term every year to manage your money. For example, if you invest Rs 10,000 in a fund with an expense ratio of 1.5 per cent, then you are paying the fund Rs 150 to manage your money. In other words, if a fund earns 10 per cent and has a 1.5 per cent expense ratio, it would mean an 8.5 per cent return for an investor. Funds' NAVs are reported net of fees and expenses, therefore, it is necessary to know how much the fund is deducting Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: goo.gl/WCq89k Flipkart: goo.gl/tCs2nR Infibeam: goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Registered Investment Advisor Gives The True Cost and Fees for Mutual Funds
 
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http://www.MySummitWealth.com Dr. Mitch Levin with the Registered Investment Advisor (RIA), Summit Wealth Partners, shows how the difference between average fees and costs in a mutual fund compared to what can be really done. Summit Wealth is comprised of certified financial planners (CFP) and wealth preservation experts that specialize in retirement planning and investment strategies. To learn more about Summit Wealth you can watch our other videos, visit our website http://www.MySummitWealth.com, or call 877.977.2252. The comment postings on this website are the personal statements of their author and do not necessarily represent the opinions, strategies or views of Summit Wealth Partners, Inc. This video and comments are not intended to provide any form of investment, wealth management, tax or legal advice in general or on specific matters.
Views: 5583 MySummitWealth
Why Mutual Fund Fees of 1% Are Really 15%
 
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Brought to you by http://www.rebalance-ira.com Dr. Charles D. Ellis, former chairman of the Yale Investment Committee and Rebalance IRA Investment Committee member, on how mutual fund managers obscure the true cost of their services and how those high mutual fund fees seriously diminish your retirement investing results. More from Ellis on the true impact of mutual fund fees at Rebalance IRA: http://www.rebalance-ira.com/news/how-much-does-your-money-manager-cost-you/?utm_medium=social&utm_source=youtube&utm_campaign=charley-ellis-why-mutual-fund-fees-of-1-percent-are-really-15-percent Please share on Facebook and Twitter
How to Avoid Charges in Mutual Funds ? Tips By Market Maestroo
 
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Namaskar Dosto...Humne aapko bataya tha mutual funds me alag alag prakar ke lagne wale charges ke bare me jaise Expense ratio , Exit load, Entry Load , Transaction charges, Exchange fees , STT aur pata nhi kya kya...Ab hum aapko batayenge ki kaise aap ek smart investor ban sakte hai in sab charges ko hata ke... Ab Dosto AMC qki ek company hai to wo aapse kuch na kuch fees to zarrur lenge to aap ye mutual funds ke charges ko completelt to nhi hata sakte lkin kuch tips hai jinki madad se aap alag alag prakar ke charges ko kam kar sakte hai...Jaise aap Exit Load ko hata sakte hai agar aap apne fund ko ek saal ke bad bech rhe hai.. Aap expense ratio ko kam kar sakte hai direct plan ko khareed ke aap Transaction charge ko bhi hata sakte hai direct plan me investkar ke. To umeed hai dosto aapko video pasand ayega Mutual fund, Banking aur Finance ke bare me aur jan ne ke lie SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Youtube : https://Youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 27720 Market Maestroo
How to beat Mutual Funds and save Fees. Journey to financial freedom
 
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How to easily beat mutual funds and save the fees. Become financially free faster on your journey to $1 Million+.. Don't believe their spin, you can do this yourself. IVW Holdings: https://finance.yahoo.com/quote/IVW/holdings?p=IVW These return are in a no brainer bull market up year. Best Rated mutual Funds: YTD 2017: +14.5% (some) "IVW" ETF you can do: YTD 2017: +18.65% Fantastic 5 portfolio: YTD 2017: +33.58% Just buy IVW, DVY and some Berkshire Hathaway every month with your savings and you can beat Hedge funds, Mutual Funds and fancy money managers. Today we have the tools and access to discount brokers like TD Ameritrade or Fidelity that allow us to accomplish our goals of financial freedom! For more info on our Fantastic 5 Portfolio if you want to diversify even more see below: I will be documenting my journey to invest and grow $50K to $1 Million dollars using our fantastic five automated stock portfolio system. It might take ten years but we will begin today. The system has been live for 2.5 Years and has been steadily growing. No down years in 10 years! Average annual rates of return are 24.24%. Compounded that's 47%/year. Wow! * Computer algorithm driven * Safe fortune 500 companies * Next morning trade executions on signals * Averages 15 trades per year Let's beat these hedge funds at their own game. Catch the coming massive inflation wave we will see over the next decade. (As we all know, past performance is not indicative of future results.) But I'm also putting my money where my mouth is. We are in it all together. I put $10K into each name and we will begin today! Email me for more information and to sign up at: [email protected] $175.00/year (Signal alerts on the evening of signals for next morning executions & weekly brief market updates) Track the portfolio going forward on Collective2 web site. https://collective2.com/details/11177... www.thebullorbearreport.com
Views: 335 bullorbearreport
Mutual fund expenses
 
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Mutual fund expenses Mutual fund management fees Now let's leave the general topics of market efficiency and market timing and have a look at selecting particular mutual funds. When you invest in a mutual fund, the mutual fund management company needs to charge you money for the service the fund provides to you. Funds charge their customers in a number of ways. First, and most common, the funds charge you a percentage of your assets that they manage. For example, if you invest in a bond fund, the fund will typically charge you an annual fee of 1 percent of your investment as a management fee. These management fees generally aren't explicitly charged to you as line items in an account statement. Instead, they show up as reduced investment returns. Suppose that you've invested in a money market fund and the money fund invests in securities that yield 6 percent. Because money market funds try to maintain a one dollar share price, the management fee is not taken out of your invested principal. Instead, the yield reported by the fund reflects returns after the subtraction of management fees. So if management fees are one half of one percent, the fund's reported yield on the 6 percent securities will be 5.5 percent. 12b-1 Fee There are other fees in addition to the management fee. Many funds also have something called a 12b-1 fee. This is a marketing fee designed to increase the size of the fund. In general, funds that charge 12b-1 fees should be avoided. What are loads Investors also are charged when they invest in mutual funds through something called loads. Loads are sales commissions that usually are paid to the broker or financial advisor who introduced you to the fund. When you're dealing with loads, you may hear the phrase "front-end load" or "back-end load". Loads that are assessed when you make your initial investment are called front-end loads. Back-end loads are charged when you exit the fund. Front-end loads are the more common. You don't have to pay loads It's important to realize that you don't have to pay these sales loads. Although almost all mutual funds charge management fees based on a percentage of assets, not all mutual funds charge sales loads. In general, whether you pay a load or not depends on the marketing channel for the fund and has little or nothing to do with fund performance. If you select your own funds, invest by mail and otherwise interact directly with the fund family through a toll-free 800 line, you generally shouldn't be paying a sales load. On the other hand, if you see a salesperson at a bank or brokerage who steers you into certain funds, you'll probably be paying a sales load of about 5 percent of your total investment in addition to ongoing management fees. If you're just starting out or otherwise want to use an investment advisor, a sales load may be acceptable. The load is a way for the salesperson to be compensated for helping you. But remember that commissioned salespeople may face conflicts of interest. You can invest in no-load funds and still get advice by seeking out a fee-only advisor, as I discuss in my tape on introductory personal finance. How funds hide loads As investors have wised up about avoiding loads, some mutual fund companies have tried to hide their loads. They still sell their funds through advisors, but you won't notice a sales load which reduces the amount of your initial investment. Instead, you may be invested in a class of the fund's shares which hides the fee paid to the salesperson. Some mutual funds have different classes of shares like A, B, or C class. The difference between the classes is the loads and ongoing management fees assessed to each class. For example, A class shares may have a front-end load of 5 percent. B class shares may have a back-end load of 4 percent. C class shares may have no load, but much higher ongoing management fees. Either way, the salesperson generally is compensated by the fund up front for putting you into the fund. The fund recovers the up-front commission through either a back-end load or higher ongoing fees. Remember, you don't have to pay loads. Some of the biggest and best mutual fund families like Vanguard don't charge any loads at all, and they have very low operating expenses. If you're a do-it-yourselfer, contact the mutual fund company directly and save. Unearned loads on subsequent investments Although I'm not completely against load funds, I have one big complaint with some of them. Some funds charge you a load every time you make an additional investment. Even worse, many load funds charge you loads on your reinvested money. Amazingly, many load funds charge sales commissions on these reinvested funds even though your advisor does nothing to earn the commission. See if your fund has such a load and avoid these funds. High expenses mean much less income to you Arguments for expensive funds Copyright 1997 by David Luhman
Views: 6556 MoneyHop.com
The Truth About Mutual Funds Real Returns After Fees - Right On The Money - Part 4 of 5
 
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Sub Headline: Many investors Appear Unaware of the Fees Associated with Their Funds Synopsis: Ubiquitous in the financial landscape, many investors don’t understand the real returns of mutual funds, and some investors can confuse funds’ diversity with safety. Content: While the popularity and simplicity of mutual funds has made them a nearly default option in many portfolios; their risk can be easily overlooked during the selection process. Additionally, a misunderstanding of basic math can result in a disconnect between an investor’s risk tolerance and the choice of a specific fund among the thousands available. This combination can be particularly troublesome for retirees, who don’t have time to recover from losses, and that carry an oft- presumed safety net through diversity. Mutual funds come in as many sizes and shapes as the investor can imagine, with roots dating to the early 1800s in the Netherlands. Their proliferation in the United States began nearly a century later, and their escalating popularity in the 1980s and 1990s - through companies like Vanguard and Fidelity - made them a popular early investment choice among today’s Baby Boomers, who are retiring in droves and see them as a natural retirement portfolio choice. Watch the interview with retirement income certified professional and investment adviser representative Tripp LeFevre as he discuss the realities of mutual funds. Still, mutual funds’ appropriateness for this life stage can be called into question when investment basics are considered, and here are three that should be part of any discussion or evaluation: 1. The first step in choosing a fund is to determine your tolerance for risk, and then narrow the field accordingly. A fund’s inherent diversity doesn’t insure safety, just a spreading of the risk. Funds considered to be high-growth will have a range of companies, where one that is acceptable to one investor may be intolerable to another. 2. Average returns over time are not actual returns, especially when negative-year returns are considered. An index fund tied to the S&P 500 would have experienced a 37% decline in 2008, and a 26% gain in 2009. Investors applying “mistaken math” might see this as either a 5% - 10% reduction of principal, the result was a more-than 20% reduction, with a $50,000 investment on January 1, 2008 reduced to $39,834 on December 31, 2009. 3. Fees matter, and must be accounted for. Different types of fees that service transactions or the investment advisor can quickly climb to 3% or more, reducing the number of shares, and ultimately impacting account value. While consumers are sensitive to fees, few bother to understand the underlying fee components, many of which can be found in the fund’s prospectus. Similar to other investment options, any inclusion of mutual funds in a retirement portfolio must consider the sequence of returns, which is often mentioned as the most influential aspect of retirement planning, but is just as often overlooked. Investors who take distributions during a bear market, as in 2008 mentioned above, experience a double whammy by selling at a point of reduced value, and then eliminating those share from a future recovery. Whether an investor chooses an index-based fund with relatively lower fees, or a segment-specific fund that often has higher fees due to the everyday involvement of a fund manager, caution rooted in risk tolerance is encouraged, with recognition that mutual funds are not an offset for inevitable market volatility. Syndicated financial columnist Steve Savant interviews retirement income certified professional and investment adviser representative Tripp LeFerve on Navigating Risks in Retirement. Right on the Money is a weekly financial talk show for consumers, distributed as video press releases to 280 media outlets and social media networks nationwide. www.rightonthemoneyshow.com https://youtu.be/XHREkQ2HYRo
Buying and Selling Mutual Funds
 
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Investors have a few options when it comes to buying and selling mutual funds. Learn more about some common fees involved with mutual fund investing. This educational video is part of Zions Direct University's Beginner series for novice investors. Questions or Comments? Have a question or topic you’d like to learn more about? Let us know: Twitter: @ZionsDirectTV Facebook: www.facebook.com/zionsdirect Or leave a comment on one of our videos. Open an Account: Begin investing today by opening a brokerage account or IRA at www.zionsdirect.com Bid in our Auctions: Participate in our fixed-income security auctions with no commissions or mark-ups charged by Zions Direct at www.auctions.zionsdirect.com
Views: 27951 Zions TV
Mutual Funds - Fees Within a Mutual Fund 1
 
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John Pollock Financial, Phone # 972-396-0449, http://www.johnpollockfinancial.com/financial-advisor/mutual-funds/. John Pollock is a Dallas Financial Advisor. "John Pollock" "JohnPollockfinancial.com" "Dallas Financial Advisor" "Dallas Tax Advisor" "JohnPollockInc" http://www.johnpollockfinancial.com/video/mutual-funds-video/ Description: Funds come with fees. In fact, so do IRAs, 529 plans, 401(k)'s, brokerage accounts and many other types of investments. Over time, the impact of these little fees is significant. Mutual Fund Fees are inevitable, but it pays to shop around. The proper name for a mutual fund fee is the expense ratio. (The expense ratio represents the total operational cost of running the fund.)
Views: 263 Financial Gravity
How to Buy Mutual Funds and Shares Online
 
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This video will tell you how to buy Mutual funds and shares online without any charges or fees. You will also learn how to buy direct mutual funds in india. Open An online Share trading Account with Zerodha - https://zerodha.com/open-account?c=ZMPXIG Shares aur mutual funds mai invest Karen bilkul zero brokerage charges ke. Iss video mai jane india ke best stock brokers ke bare mai aur best tarika online mutual fund khareedne ka. Premuim Course on Value Investing - http://www.finology.in/academy.html
Views: 109964 pranjal kamra
The Hidden Fees of Mutual Funds
 
02:23
http://www.firstseniorfinancialgroup.com Many investors don't know about the fees charged by their Mutual Fund managers, but those fees could be devastating your nest egg. You can get educated about these fees by attending a Crash Proof Retirement Educational Event. "I learned today that there are hidden fees that I'm paying and didn't know that I was paying." "Mutual fund fees I had learned about some time ago and we have no mutual fund investments. Simply because I I just felt they were always so expensive and particularly in the climate - economic climate that we're in mutual funds are not making a lot of money and yet with a little bit that it does increase, out it goes through your fees. And so you're not ending up with much plus money." "When Phil talked about the mutual fund fees I don't know about everyone else in the room but I was certainly I was just amazed with the amount of fees and the number of fees no matter what the what the name of the fee is it's just additional fees you think you pay one fee but you pay two or three fees, or upfront front-loaded, fees back-loaded fees ongoing fees just fees. I was very surprised." "I didn't know of any other investment opportunities that would eliminate the fees." "I have mutual funds and and my mistake was that because I thought I was in a no-load vehicle this seminar made me realize that even though my vehicle was no load I'm still paying fees because there are mutual funds within my portfolio as well as a variable annuity which I'm really really upset about. So, we're going to have a come to Jesus meeting tomorrow." "I was very glad that that Phil got into the mutual fund because you really don't know a lot of details - the little holes as he mentioned in the mutual fund. You know, the percentage that they're making. And I thought what was interesting is that that when they're changing mutual funds and they're charging you for that change and then they start going down where they're going to charge you for that as well because they're going to have to get in and see what they can do to put in a play. So it's like a seesaw, I mean while you're losing and they're still making money in the long haul. And that that's kind of like you don't like that too much."
Mutual Fund & ETF Fees with Etrade
 
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I discuss and Mutual Fund and ETF fees and how to compare them with Etrade.
Views: 1719 The Investor Show
Mutual Funds Facts and Myths
 
02:54:26
The Dave Ramsey Show (🔴 LIVE) 12-20-17 Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Don’t forget to shop our Famous $10 Sale! Save up to 60% on bestsellers like our #1 book, “The Total Money Makeover,” all week long. https://www.daveramsey.com/store/c10ds.html?utm_source=youtube_dave_ramsey&utm_medium=social_organic&utm_content=10sale&utm_term=store_bu&utm_campaign=christmas_campaign_2017 I Have Over $100,000 In Debt! https://www.youtube.com/watch?v=w5Qg0h_bPrQ We have low prices on last minute digital gifts! You can pick up audiobooks for just $10 and eBooks for only $7. https://www.daveramsey.com/store/cC17LMDG.html?utm_source=youtube_dave_ramsey&utm_medium=social_organic&utm_content=lmdg&utm_term=store_bu&utm_campaign=christmas_campaign_2017 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 43232 The Dave Ramsey Show
You Are Getting Bad Information About Mutual Funds
 
07:54
You Are Getting Bad Information About Mutual Funds Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Visit the Dave Ramsey store today for resources to help you take control of your money! https://goo.gl/gEv6Tj Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 48126 The Dave Ramsey Show
Tax and charges in Mutual Funds explained by Certified Financial Planner Mr. Pankaj Mathpal
 
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Mutual Funds are known for low charges and are tax efficient. Mr. Pankaj Mathpal explains applicable tax on capital gain from mutual fund.
Views: 2835 Pankaj Mathpal
What is expense ratio in Mutual Fund? (Hindi)
 
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This mutual fund tutorial covers the meaning and explanation of Expense Ratio in mutual fund and other charges in Hindi.
Views: 28232 FinnovationZ.com
Fidelity now offering four 'zero-fee' mutual funds
 
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CNBC's Dom Chu reports that Fidelity is now offering four "zero-fee" mutual funds.
Views: 687 CNBC Television
Mutual Funds: Pricing and NAVs
 
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Learn about Net Asset Values and Unit prices, and how they are calculated for Mutual funds in India. This is part of MarketVision's free Mutual Fund Video module, and many more videos are on the way. Also check out the Introduction to Mutual Funds at http://www.marketvision.in/short-takes/introduction-mutual-funds.html And do register, comment and browse more Short Takes at http://www.marketvision.in.
Views: 83025 Capital Mind Video
Mutual Funds - Fees and Charges Involved [Hindi]
 
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This video is an introduction about various charges levied by mutual fund houses on mutual fund investors. Keep watching the channel for more upcoming videos on Mutual Funds Please Like, Comment and SUBSCRIBE to the channel. ================================================= Disclaimer All the Finance and monetary related Videos presented here are only for Education purpose.I don't provide any investment service or advice to invest in any specific stock or mutual fund. The investment instruments shown in the video are my own personal views. I suggest people should do their own research before making any investment decision. The channel will not be held responsible for any type of loss or damage to anyone ================================================
Views: 105 Raising Awareness
How to invest into Mutual Fund DIRECT Plan through myCAMS without any charges | DumpBox
 
09:09
How to invest into Mutual Fund DIRECT Plan without any charges | DumpBox - Earn more returns on your mutual funds using Direct plans - Earn Extra 1-2% returns on your mutual funds using direct plans
Views: 12879 APDaga's DumpBox
Mutual Funds VS Market Index Funds
 
09:35
Mutual Funds VS Market Index Funds Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 412174 The Dave Ramsey Show
Mutual Funds में Invest करने से पहले इन खर्चों को समझ लें - Mutual funds hidden charges
 
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Please watch: "कहा करे Festival Shopping, Amazon Great Indian Festival Sell Vs Flipkart Dhamaka Festival Days sel" https://www.youtube.com/watch?v=KASdOu7btrg --~-- Mutual funds charge some money when we open account in mutual funds as well as when we exit from the mutual funds. Hey guys.. I am telling you in this video about the mutual funds charges which is charge indirectly or directly to your mutual account as well as from your mediater who takes you in the mutual funds policey. Mutual funds charges or of two types with is: !) one time mutual funds charge 2) Recurrig charge mutual funds and much more information abou the mutual funds in this video. You can watch another video about mutual funds which will help you a lot to understand the mutual fund policy: https://www.youtube.com/watch?v=PvLMnnsUcZ4 Watch more video on our chanenl about mutual fund and other money investment plans; https://www.youtube.com/channel/UCcwpBjKuIJZDhvk1HQ9DXag Your solved quires in this video: 1) what is the hidden charges in Mutual funds 2) all about the mutual funds policy 3) how to know the mutual funds 4) all about the mutual fund 5) best mutual fund exlplin 6) charges of mutual fund 7) how to make the mutual fund 8) Sip charges in mutual funds 9) what is one time charge in mutual fund 10) what is reccuring charge in mutual fund and much other question about the mutual fund in this video, don't forget to leave your question if you have any question you can ask me through the comment box and I wil try to solve it as soon as possible about mutual funds... --------------------------------------------------------- You can check mu stuff while making this video: My DSLR camera if you want to see and buy check it http://fkrt.it/wMult!NNNN my mike for the voice check it out http://fkrt.it/wrQeJ!NNNN using phone http://fkrt.it/wWO~3!NNNN ----------------------------------------------- Facebook page link: https://www.facebook.com/Indianfeve/ Channel subscription link : https://www.youtube.com/channel/UCcwpBjKuIJZDhvk1HQ9DXag Thank you for watching if you have any question about it you can ask in the comment box . that's all about the mutual fund. thank you for watching being with us for more inforamtion
Views: 384 The Indian Fever
Mutual Fund Fees - What you need to know
 
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Acclaimed financial journalist, Fred Langan, takes us through what we all need to know about Canadian Mutual Fund Fees and how they affect our returns
Views: 984 Robert Paterson
Zero-Fee Index Funds Are Here! Here's What It Means For Your Wallet.
 
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It’s an exciting time to be an investor because price wars have been gradually bringing down the cost to invest in recent years. But is it really possible to invest with zero fees? Well, as a matter of fact on August 1, 2018, Fidelity Investments announced two index funds that will operate without annual expense charges (internal expenses) and without a minimum investment requirement. Say that again? We’ve observed the industry has been slowly moving toward zero, and it looks like it has finally gotten there. Join us for this week’s episode of The Money Guy Show to hear us discuss this big news about zero-fee investing and what it can mean for your wallet and future. Subscribe today to stay up to date with our latest shows and highlight videos: https://goo.gl/7XrGvj Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and manage the things you can’t. Visit our site for more info : https://goo.gl/cGsH44 Are you ready to go beyond common sense when it comes to your money? Check out all the resources The Money Guy Show provides: https://goo.gl/pPiLm6
Views: 5160 The Money Guy Show
Hidden charges on mutual funds in hindi. Entry load, Exit load, Expense ratio, Transaction charges
 
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Anybody who invest in Mutual funds should be aware of hidden charges on Mutual funds. These hidden charges like Entry load, Exit load, Expense ratio and Transaction charges on Mutual funds are explained in hindi. Entry load, Exit load and transaction charges come under category of charges and fees, which may or may not charged to Mutual fund unit holders, but Expense ratio is a compulsory expense charged to Mutual funds in India. In this video we have explained transaction charges on mutual funds, entry load and exit load explained in hindi, These charges seems to be hidden, but we don't refer to fact sheet and websites and hence think it is hidden charges, watch out video to know more. This video is about hidden charges on Mutual funds for beginners in Hindi, Entry load in hindi, Exit load in hindi Follow Finvesty on- Facebook - https://www.facebook.com/finvesty Instagram - https://www.instagram.com/finvesty Twitter - https://twitter.com/finvesty Website- www.finvesty.com We aspire to create a digital content library of videos on YouTube and we are on a mission to make every Indian financially intelligent and independent by enlightening them with financial knowledge. Subscribe our channel Finvesty to support us in this mission. #MutualFunds #ExpenseRatio #Mutualfundssahihai #mutualfundsforbeginners #mutualfundsahihai #Finvesty
Views: 2818 Finvesty
How Mutual Funds Hidden Costs Hurt Your Portfolio
 
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Mutual Funds: everyone owns them. And nowadays, it's SO easy to analyze them. You can just go to a place like finance.yahoo.com or morningstar.com and get an unlimited amount of info, at your fingertips, for free! The internet has been fantastic for the democratization of the investment world, bringing information to the masses, not unlike William Tyndale translating Bibles. However, there is one area of mutual funds that no matter the research you do, you will still be in the dark; the actual trading costs a mutual fund incurs. Try going to the SEC website and look up trading costs for the fund of your choice. You'll find nothing. Try going to Morningstar. Nope, not there either. Call the fund company maybe? Sorry. They don't have that information. So, you may be inclined to think that because the information can't be found, it's not that important. Well, you'd be wrong to make that assumption. In this video, and the accompanying article from my blog, https://joshscandlen.com/expensive-mutual-funds-really/, I use research a couple academics conducted that claim trading costs add another level of fees to investors equal to the actual expense ratio of a fund! Think about that. You have a 1% mutual fund expense ratio, but add in trading costs and your total expenses are 2%! Now, that may not seem a big deal to you. But think about it like this. Let's just say your fund returns 10% before fees. Well if fees are 2% total, to include trading, costs, your net return is 8%. This means you've lost 20% of your gross returns to fees! Don't forget, fees don't go away when the markets go down. So, if your fund grossed -10% return, well after fees your NET return would be -12%. Again, it cost you 20% more on the downside and 20% LESS on the up. Yet, we have no way to measure what Fund A costs vs. Fund B. And that's not good. So, in the video, I show you how to make an attempt to understand the total costs of your fund. It's not scientific, but it's the best we can do at this point. We start by examining "Turnover". Now, you may be think a high turnover equals high expense relative to a lower turnover fund. Unfortunately, that may not be the case. The professors examined a $500 million small-cap fund with 50% turnover vs. a $100 million large cap fund with 100% turnover. The small cap fund had more trading costs. However, turnover is a starting point in your analysis. It just isn't as clear as we'd like it to be. Looking at Vanguard's SP 500 Index fund. It has a turnover of 3% and an expense ratio of .14%. It is a HUGE fund, $84 billion of assets. So, when it trades, it's not cheap. BUT at least you know it doesn't trade much and has low expenses to match. But if you have a fund with a huge asset base, high expenses, and high turnover.... well that fund is probably going to cost you.
Use Index Funds, Not Mutual Funds and Save 80% In Fees
 
04:30
Mutual funds and financial advisors easily siphon off half of your nestegg in fees and taxes over 10 years. Wall Street and the media have a vested interest in keeping these facts from you. But wealthy families and elite institutions invest don't pay the fees you do. They use a simple strategy called asset allocation with index funds and ETFs. On www.marketriders.com, use free software tools and invest like they do. Its simple to learn how to invest without brokers and advisors with less risk and better returns in just a few hours a year. Anyone can do it.
Views: 17519 Mitch Tuchman
Mutual funds through Demat Account ? | Charges |
 
11:52
Namaskar Dosto..Is video me hum bat krenge ki kya aapko mutual funds demat account se lena chaiye ? kya demat account se mutual fund lene me aapko charge dena pdega aur kya aap demat account se direct plan le sakte hai...in sabhi bato me hum sabhi ko confusion rehta hai aur hum decide ni kar pate hai ki kya karna hai.To aaj hum aapke sare doubt clear krenge aur mutual funds, demat account se lene ki bat krenge To umeed hai dosto aapko videopasand ayega Mutual fund, Banking aur Finance ke bare me aur jan ne ke lie SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO DISCLAIMER Creation of this content is for information purpose only. The same is created based on publically available database and previous returns of the funds and should not be considered as an investment advice. The creater of this content shall not be held responsible in any way by the user of this information. Viewer must seek advice from their financial advisor before taking any investment decision based on views expressed on this channel
Views: 67313 Market Maestroo
Frontline Retirement Gamble-Mutual Fund Fees
 
03:58
http://www.TriumvirateAdvisors.com You are getting hosed in fees! If you have mutual funds, bond funds, 401K's or retirement accounts in the equities market. . . you are making your fund manager rich. . .and yourself poor. Watch this video and then contact me at [email protected]
Views: 14663 TEVIS VERRETT
Tony Robbins and The marketing behind mutual funds
 
04:52
The truth about Mutual Funds! We do not claim to own the rights of making this film.
Views: 2163 HK Investments
How to buy Mutual Funds W/ Td Ameritrade (5 min)
 
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Step by step video of how to buy mutual funds us td ameritrade. What are mutual funds? https://www.youtube.com/watch?v=dMPhS5gZ7fM&t=12s #theinvestorshow #princedykes
Views: 12795 The Investor Show
MUTUAL FUND FEES: Mutual Fund Fees Here In The Philippines
 
02:00
MUTUAL FUND FEES: Mutual Fund Fees Here In The Philippines Free Ebook: 5 Easy Steps On How To Invest Mutual Funds In The Philippines For BeginnersFree: http://bit.ly/FMIfreereport If You have any further Questions please add me or PM me on my facebook: http://on.fb.me/1pRB91G Ano Nga Ba Ang Mga fees sa Mutual fund? Ang entry fee o tinatawag na sales load ay ang fee na binabawas sa iyong initial at additional investment. MUTUAL FUND FEES: Mutual Fund Fees Here In The Philippines Ang exit fee ay ang fee na binabawas if you redeem your investment. MUTUAL FUND FEES: Mutual Fund Fees Here In The Philippines Management fees Ito ang annual fees na binabayad para sa Fund Manager who works hard and make your investment more profitable. MUTUAL FUND FEES: Mutual Fund Fees Here In The Philippines If You have any further Questions please add me or PM me on my facebook: http://on.fb.me/1pRB91G TAGS: mutual funds for beginners philippines, mutual fund investment philippines, mutual funds philippines, mutual funds pesos and sense, mutual funds colayco, mutual funds sun life, mutual funds bpi, mutual funds vs stocks, mutual funds for beginners,

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