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The Motley Fool April 19, 2004 Selena Maranjian |
Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer. |
Registered Rep. January 16, 2013 Stan Luxenberg |
The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany. |
The Motley Fool June 14, 2010 Amanda B. Kish |
Say Goodbye to This Investment Ultimately, it's a good thing for investors that Class B shares are falling by the wayside. In the meantime, invest in the best load funds strategically, including buying within their qualified retirement plans, if available, to avoid paying the loads. |
The Motley Fool June 23, 2008 Dayana Yochim |
Even Billionaires Sweat the Small Stuff When it comes to managing your finances, you, too, should sweat the small stuff -- the seemingly minuscule things that actually have monumental effects on your bottom line. |
The Motley Fool October 20, 2009 Selena Maranjian |
Save Yourself $2,250 Beware of loaded mutual funds. |
Financial Planning March 1, 2005 Kristen French |
To B or Not to B Once-popular B shares have seen their sales dwindle since 2001--and may soon be extinct completely. |
The Motley Fool November 9, 2007 Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
On Wall Street June 1, 2011 Tom Roseen |
Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul. |
The Motley Fool June 20, 2008 Selena Maranjian |
Make Money Despite Higher Fees A low fee isn't everything. |
The Motley Fool November 11, 2009 Dan Caplinger |
This Awful Investment Should Just Die One market commentator has suggested that the Investor Protection Act could force brokers to stop selling a particular class of mutual funds, those known as "C" shares. |
The Motley Fool January 25, 2005 Josie Raney |
Franklin Templeton Takes a Load Off A move to curb sales fees at one of the largest fund providers may be good news for investors, but load funds still scream buyer beware. |
BusinessWeek November 10, 2003 Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
Registered Rep. April 1, 2005 Luxenberg & French |
A Pile of Reasons Regulators and broker/dealer management have gone overboard with mutual fund disclosure. Take the case of the B-share class of mutual funds. |
The Motley Fool August 26, 2008 Dan Caplinger |
Is Your Broker Robbing You Blind? With many advisors charging fees based on assets under management, there's always a possibility that your advisor will recommend commission-generating investments that aren't the best for you. Although it looks innocent, that amounts to outright theft. |
BusinessWeek May 2, 2005 Adrienne Carter |
Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too. |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself. |
Registered Rep. July 1, 2006 Stan Luxenberg |
B Is Not for Bad Class B mutual fund shares are under assault. Regulators have fined some advisors for recommending B shares when A shares, which offer so-called breakpoint discounts, would have been cheaper for clients. |
The Motley Fool November 29, 2007 Adam J. Wiederman |
The Worst Investment Out There Take a look at Shepherd Large Cap Growth Fund, which year to date has impressively outperformed the market, but may have set itself up disastrously for the long term. |
The Motley Fool May 12, 2005 Selena Maranjian |
Something Smells in Mutual Fund Land One good strategy for mutual fund investors, given the state of expense fees these days, is to make sure you're investing in top-notch funds. Anything less will mean that the fees eat up a greater percentage of the total return. |
The Motley Fool August 24, 2007 Amanda B. Kish |
Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund. |
The Motley Fool June 26, 2009 Selena Maranjian |
Mutual Funds Are Finally Un-Loading Look for lower fees from funds in the future. |
The Motley Fool May 12, 2008 Selena Maranjian |
Fees Count in ETFs, Too Keep looking at fees in your funds and seek out low ones. A slightly lower fee can make a world of difference to your bottom line. |
Entrepreneur January 2004 Scott Bernard Nelson |
Under Fire Is it still possible to invest without getting burned? |
The Motley Fool September 3, 2008 Selena Maranjian |
This Fund Charges What? Pay attention to the expense ratios of your funds, or pay too much. |
The Motley Fool September 18, 2007 Selena Maranjian |
Funds Are Getting Loaded There's an alarming new trend among mutual fund companies: They're phasing out many or all of their no-load mutual funds. Are these mutual fund worries reasonable or overblown? A little of both. |
The Motley Fool July 3, 2008 Brian Richards |
The Worst Investment I've Ever Seen Many people do not realize that mutual fund fees are important for making an index fund investment decision. Secondly, even investors who realize fees are important do not minimize index fund fees. |
The Motley Fool March 8, 2010 Selena Maranjian |
Save 5.75% With One Simple Step Sky-high sales loads have long driven us to steer clear of many otherwise impressive mutual funds. But as times change in the fund business, many of those onerous fees are disappearing for good. |
AskMen.com Jeff Wuorio |
Loaded Mutual Funds Never, ever buy a mutual fund that charges a load. |
Financial Advisor October 2006 Thomas M. Kostigen |
Discrimination, Or Keeping It Simple? Schwab boots funds that have cheaper share classes elsewhere. |
The Motley Fool June 30, 2008 Selena Maranjian |
Your Mutual Fund's Hidden Costs When sizing up funds, put expense ratios in context. |
The Motley Fool September 12, 2008 Selena Maranjian |
Are Most "Good" Fund Managers Just Lucky? It seems that the likelihood of a managed fund outperforming the market is actually even lower than we've thought. |
The Motley Fool June 9, 2009 Selena Maranjian |
When Cash Is Bad for Funds While we're sitting smack in the middle of a great big opportunity, some mutual funds are still sitting on a lot of cash -- rather than deploying it. |
The Motley Fool July 13, 2009 Selena Maranjian |
A Perfect Solution, or a Flawed One? Not all target funds are created alike. But by keeping a focus on target funds and how they fit into your overall portfolio, you'll make sure you don't get any nasty surprises down the road. |
Registered Rep. July 1, 2006 Kristen French |
Loading up on No Loads No-load funds continued to attract the bulk of new cash in 2005, according to data recently released. |
The Motley Fool July 31, 2007 Amanda B. Kish |
Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds. |
The Motley Fool March 18, 2004 |
Picking the Best Mutual Fund Past performance is what other investors earned. Current expenses are what you'll pay. |
The Motley Fool August 21, 2007 Nathan Alderman |
4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio. |
The Motley Fool October 15, 2007 Dan Caplinger |
Put $174,000 Back in Your Pocket You're paying too much for mutual funds. When it comes to investing, every dollar counts. Yet too many investors are throwing money away unnecessarily. |
The Motley Fool June 26, 2008 Adam J. Wiederman |
The Truth Behind Buffett's Big Bet The Oracle of Omaha bet against top hedge fund managers. Here's why. |
The Motley Fool December 10, 2009 Selena Maranjian |
A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees. |
The Motley Fool December 30, 2011 Matt Koppenheffer |
Goldman Sachs Got Tarnished in 2011 It was a disappointing year for Goldman Sachs' shareholders. |
Financial Planning September 1, 2005 Gina Duryea |
An Adviser's Lament Can you trust the fund company you are using for your clients? Beware: Mutual fund companies could cut your commission. |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
Registered Rep. July 30, 2003 Will Leitch |
SIA Says "Me Too" on Sales Fee Investigations Amid the brewing investigations into mutual fund sales practices, the Securities Industry Association came out last week in support of the new Joint NASD/Industry Task Force. |
The Motley Fool November 27, 2007 Adam J. Wiederman |
How to Invest When You're Busy If you're pressed for time, mutual funds may be the perfect investment opportunity for you. |
The Motley Fool December 4, 2007 Selena Maranjian |
How to Own the Fastest-Growing Stocks One good way to own the fastest-growing stocks is through mutual funds. By investing in funds, you let skilled professionals choose the most promising stocks they can find for you. |
Registered Rep. October 1, 2005 Ann Therese Palmer |
Making the Grade: How Does Your Firm Stack Up? Here is a list compiled by the independent investment research firm The Corporate Library ranking broker/dealers, asset managers and financial services companies that it follows. Citigroup... Wells Fargo... Wachovia... etc. |
The Motley Fool March 4, 2009 Morgan Housel |
Is Bank of America the Next to Crumble? While comparing B of A to Citigroup is hardly apples to apples, the trend is the same: Banks with dangerously low tangible common equity ratios must raise common capital lest even moderate future losses wipe out shareholders. |
The Motley Fool December 10, 2008 Selena Maranjian |
The Year's Best Funds? U.S. News & World Report reported on five funds that seem like they might post a gain for the year. Here's an update on those five. |
The Motley Fool April 7, 2009 Selena Maranjian |
A Surprising Trait of Outperforming Funds When you study a fund, you might want to pay attention to the aspects of the fund that the researchers found matter the most: the quality of the board of directors, and its fees. |