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Mutual Funds

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SEC Looks at Dumping 12b-1 Fees, But…

Thursday, July 22nd, 2010

I just read a short article from Financial Advisor magazine about how the SEC voted unanomously to dump the 12b-1 fee. But, further into the article I read this (bold print mine): the SEC proposes new rules to limit fund sales charges, improve transparency of fees for investors, encourage retail price competition, and revise fund […]

Comparing Mutual Fund A-Shares to C-Shares

Thursday, April 29th, 2010

Since I have been on the topic of mutual funds, I thought it would be interesting to look at the difference between an A-Share mutual fund and a c-share mutual fund. Since I already have the data from my other posts, I’ll use American Funds Investment Company of America to make my comparison. For those […]

American Funds’ Investment Company of America vs. S&P 500 Index (Part 2)

Wednesday, April 28th, 2010

My post from yesterday raised some eyebrows and ruffled some feathers. I suppose I used a bit too much glamour when I used the word “smoked” in the title. I tend to do that sometimes when I want to draw attention to a post. Some questions were raised about my methods: Why did I choose […]

American Funds’ Investment Company of America Smoked Vanguard’s S&P 500 Index Fund

Tuesday, April 27th, 2010

I learned about American Funds during my PaineWebber days. A few of the brokers (though not enough in my opinion) used American Funds for their clients’ portfolios. One of the funds I liked from American Funds was the Investment Company of America. Yes, it had a front-load. But, the annual management expenses were quite low […]

Interesting Morninstar Article on Mutual Fund Trading Costs

Monday, April 5th, 2010

From Morningstar: “…the average equity fund pays approximately 0.30% of assets a year [in trading costs]. That’s roughly 30% of the average no-load large-cap fund’s expense ratio. Thus, brokerage commissions can take what looks to be 0.90% paid in expenses each year up to 1.20%.” This topic has been receiving more attention over the last […]

Mutual Fund Fees Jump

Thursday, August 20th, 2009

My friend Allan Roth sent me a link to an article he wrote for Money Watch: Mutual Fund Fees Jump 5 Percent It’s an interesting article. Check it out.

Reader Comment on My Asset Management Post

Monday, April 20th, 2009

AFM reader, Chris, left this comment on my post from last week: What is the profit margin on a bag of cheetos, 50%?? The margin on the gel for my hair is over 100%. Why do we quibble over 1%? Do we expect money managers to work for free? I know it sounds like a […]

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