Investors can construct diversified portfolios by accessing some of the best no load, no-transaction-fee (NTF) funds in different categories such as American Century Equity Income (TWEIX), UMB Scout International (UMBWX), and Matthews Asia Pacific Tiger (MAPTX).
Not all supermarkets are created equal, especially when it comes to the number of praiseworthy no-load-no-transaction-fee funds they offer.
To some degree, the supermarket concept, with its bargain-basement no-load-no-transaction-fee lure, is misleading.
Most of the supermarkets levy a transaction fee if you sell a no-load-no- transaction-fee fund within 45 to 90 days.
One reason the numbers vary is that a given fund can be bought no-load-no-transaction-fee in one supermarket but not in another.
He emphasized domestic and foreign equity funds, both load and no-load, which are four times more profitable for Federated than money market funds.
Fidelity is among the leading supermarkets, and many of its popular funds can be bought for no-load- no-transaction-fee only at Fidelity and Siebert.
But Price, with 19 of its own top-rated no- load-no-transaction-fee funds in its supermarket, rounds that out with 20 similar products from others.
The most startling one is that the trunk-like shinbashira carries no load at all.
Several companies are developing similar bone mending products for small bone fractures but with no load-bearing characteristics.
This also makes it possible to execute such an enormous world with no load screens, making it truly seamless.
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Another comparable Gross offering is the Fremont Bond Fund, which charges expenses of 0.60% and also has no load.
My policy on bond investing is to only use open-end no load Institutional class mutual funds to invest in bonds.
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Morgan Fleming European ( VEUCX) funds are no load, but AIM European Small Company has a front-end sales charge.
Load balancing is no longer a hot topic, as the solution has pretty much trickled down from the Web to mainstream enterprises.
There is no load, but Scott Page, comanager of the fund, says there is a sliding fee if you redeem your shares within two years of purchase.
The panelists included Janet Brown, editor of No Load Fund X, Richard Lehmann, Editor of Forbes Lehmann Income Securities Investor, Marilyn Cohen, editor of Bond Smart Investor, John Reese editor of Validea Hotlist and Mark Gerstein editor of the Forbes Low Priced Stock Report.
Another good bet for a 529 would be Treasury Inflation-Protected Securities (TIPS), which currently return approximately 3% plus whatever the inflation rate turns out to be. (Currently, that works out to a combined 5.5%, according to Vanguard's John Hollyer.) Unfortunately, the only 529 investors with access to reasonably priced TIPS are residents of South Dakota, who can buy into a Pimco TIPS fund with no load.
Well-regarded Fidelity manager Karen Firestone's Advisor Large Cap Fund (3.5% load, 1.4% expense) and Fidelity Destiny I (no-load, 0.46%) are a lot alike.
It's rare, but sometimes a good manager at an expensive load fund can be found making a little extra money on the side by also running a cheaper, comparable no-load fund.
The AmSouth Small Cap Growth Fund, with a 5.5% load and 1.6% expense ratio, has beaten the Target Small Capitalization Growth Fund, which is a no-load and charges 1%.
Our list consists of no-load diversified U.S. equity funds with the best records since March 2000.
The Schwab no-load has a slightly lower expense ratio (35 basis points) and a higher turnover (27%).
These fund companies almost always have higher fees and worse net performance than no-load funds.
His no-load Thurlow Growth Fund for U.S. investors is up a stunning 28% through Aug. 31.
Liken it to the difference between a no-load index fund and an index ETF.
But a dirty secret is this: Average, no-load fund investors do much worse than the funds--or the market.
But ask us to lighten our load, actually say no to a task, and we start to panic.
To keep costs low, Vanguard -- and many other no-load families -- refuses to pay the required fees.
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