These beliefs persisted even though they assumed that the fund company had many funds.
FORBES: How Selective Advertising by Mutual Funds Misleads Investors
If you don't choose, your fund company is likely to use the average-cost method.
But these days you're more likely to get some help from your broker or fund company.
She still provides shareholder information for a mutual fund company to help pay the rent.
That way, investors would be able to discover if their mutual-fund company had voted against their interests.
The fund company keeps its talent and gets a piece of the action through lucrative hedge-fund fees.
However, we are not aware of any new cases involving mutual fund company 401(k) plans filed in 2001.
The advertisement was modeled closely on an actual advertisement that had been used by a major fund company.
FORBES: How Selective Advertising by Mutual Funds Misleads Investors
In fact, they responded similarly to participants who were told that the fund company operated only two funds.
FORBES: How Selective Advertising by Mutual Funds Misleads Investors
Suddenly a little-known Hartford, Conn. mutual fund company had become the hottest-selling name among armies of financial advisors.
For example, the mutual fund company American Funds makes its funds available through many brokers and 401(k) plans.
Is it time to load up on shares of this commodity-focused mutual fund company or to sell it short?
Every mutual fund company is inspected by the SEC every few years for compliance with the federal securities laws.
FORBES: 401(k)s: Far More Dangerous Than IRAs (March 2, 2001)
This is a pension fund company that my retirement money is invested in.
FORBES: TIAA-CREF Suddenly Drops Micro-Cap Stocks from Large Cap Funds
In fact, many fund company stocks have enjoyed a nice rise already.
Other important factors: what their financial advisor thinks, personal experience with the mutual fund company and current events in the markets.
Mutual fund investors call the fund company and their shares are redeemed immediately, as is required under the federal securities laws.
FORBES: 401(k)s: Far More Dangerous Than IRAs (March 2, 2001)
If your hunch is that this bull still has legs, selectively buying fund company stocks might yet be a smart way to play it.
You should call the fund company to find out what portion of the fund is in true preferred stock versus trust preferred.
WSJ: For Investors Seeking Income, Preferred Stock May Make Sense
Some participants viewed a version containing a statement that the advertised funds were only two of thirty funds operated by the fund company.
FORBES: How Selective Advertising by Mutual Funds Misleads Investors
You can minimize these by choosing a discount brokerage or no-load mutual fund company like Vanguard, Fidelity, Charles Schwab, TD Ameritrade, or Scottrade.
HP's software, for instance, helped John Hancock Financial Services, the insurance and mutual fund company, figure out that 1, 000 of its PCs went unused.
The money must be transferred directly from the company 401(k) to an inherited IRA administered by a mutual fund company or other financial trustee.
No-frills Vanguard Group , the second-largest U.S. mutual fund company, is attracting a number of investors who are willing to pay for fee-based financial advice.
The simplest way to do this is by setting up a Uniform Transfers to Minors Act account at a brokerage, mutual fund company or bank.
The other proposals come down on the fund company side, but would likely result in higher fees for investors, which means lower returns for them.
Bogle carved Vanguard out of a mutual fund company, Wellington Management.
Investments in Fannie and Freddie represented a small percentage of Fidelity Investments' overall mutual-fund holdings, said Vin Loporchio, a spokesman for the Boston fund company.
In fact, they estimated that the fund company had eighteen funds.
FORBES: How Selective Advertising by Mutual Funds Misleads Investors
The product, offered through an arm of the fund company that sells personalized investment advice, is designed to be a substitute for conventional index funds.
应用推荐