But owning fund-management groups is not without pitfalls, because they have no tangible assets against which debt can be secured.
Guru separates itself from the others through its simplistic and transparent approach to owning hedge fund-favored stocks.
And owning one fund at each of several fund families means a lot of account statements clogging your mailbox.
The industry, represented by the powerful Investment Company Institute, has made it difficult to see the true cost of owning a fund.
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Most investors are blissfully unaware of how much they are paying for the privilege of owning a mutual fund.
Did you benefit by owning an index fund over the past decade anywhere in Europe or on the Big Board?
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The hedge fund reported owning 1.1 million Dell shares as of Sept. 30.
By owning a whole market fund, losses will offset gains each year as positions are rebalanced, and so the issue may only be one where you may control the capturing of the loss, versus one where it is taken care of for you.
That has included lobbying against disclosing after-tax fund performance and the cost in dollars of owning funds, as well as how fund firms vote proxies.
Owning a retirement target date fund could throw off a balanced approach to your investments.
Anyone owning Windsor I or any value fund with major holdings in metals, paper, petrochemicals and oil should pray for a strong commodities market.
In the mutual fund context, ownership of shares in an equity mutual fund is generally considered the equivalent of owning equities.
But, admonishes Mr. Keller, you can't overlook the leverage that such a fund adds to your portfolio just because owning it makes you feel special.
Tudor, Pickering figures that Plains is worth owning, as it has the balance sheet to fund its share of development on this and other recent finds (such as Davy Jones).
Centuries of emotional conditioning and pent up demand will stimulate the demand for the gold fund as investors hope to participate in the road to riches by owning gold.
Unfortunately, there is currently no exchange-traded fund available by which you can efficiently capture the group effect of owning (or shorting) the full investment grade or speculative grade sample.
In the reply it released today, the SEC conceded that mutual fund expenses have been rising for several years, but added that the overall cost of owning funds has remained relatively stable, thanks in part to declining sales loads, or commissions.
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