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Special Report on

No Load Index Fund

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You should be able to go directly to most of these 10 funds and call them or download investment forms from their websites. When you shop for any investment, always pay attention to the details. Understand whether there are other restrictions, costs, and purchase conditions associated with buying any index mutual fund. The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high. If you are naive enough to pay higher expense ratios for what are just ...
(buys and sells) the fund's investments in accordance with the fund's investment objective. In the U.S., a fund registered with the Securities and Exchange Commission (SEC) under both SEC and Internal Revenue Service (IRS) rules must distribute nearly all of its net income and net realized gains from the sale of securities (if any) to its investors at least annually. Most funds are overseen by a board of directors or trustees (if the U.S. fund is organized as a trust as they commonly are) which is charged with ensuring the fund is managed appropriately by its investment adviser and other service organizations and ...
Motley Fool Interviews Vanguard Founder John Bogle » My Money Blog
makes their money by selling their stock picks. You can just feel Bogle trying not to rip them. He holds back and just says “the odds are against you”. Hah. To satisfy the stock-picking urge that many of us suffer from, he recommends a “funny money” account, much like my play money portfolio . The main reason for the interview was to promote his new book The Battle for the Soul of Capitalism , which suggests that corporations are controlled by their managers, not the shareholders as it was intended. This because we have become a nation of share-renters, not share-owners. The average mutual fund today ... market research, surveys and trends
Bed Bath & Beyond is in top financial health | Richmond Times-Dispatch
The primary story for all retailers is the poor overall economy and cost-consciousness of consumers. The battered housing market is a drag on this firm's results, because customers tend to splurge on home-related products when they change residences. Shares of Bed Bath & Beyond (BBBY) are down 15 percent since the end of 2007, following a 23 percent decline in 2006. It has bought back more than 1.2 million common shares in the past three years and recently authorized an additional $1 billion buyback. Bed Bath & Beyond operates about 1,000 stores in 49 states, Puerto Rico and Canada , as well as a joint venture in Mexico . ... market research, surveys and trends


No Load Mutual Funds | Noload Mutual Fund
If you wonder which no load investments have the lowest costs, the research article, “S&P 500 Index Mutual Funds,” by John A. Haslem, H. Kent Baker, and David M. Smith can help. It was published in the March/April 2007 issue of the Journal of Indexes (pages 34-38) and was based upon a more detailed study that these three investment researchers had conducted. Haslem, Baker, and Smith studied the investment management expenses and sales fees associated with all S&P 500 index mutual funds. They found a very wide range of management fees and total expense ratios among the total of 202 funds tracking the ... industry trends, business articles and survey research
Commission Brokers: Fuggetabout'em, You Can Always Find a Better ...
Brokers are hired-guns trained to sell securities. Research studies show that over 80% of all mutual funds are “sold” by commissioned brokers who will do whatever’s necessary to make the sale: withhold information and when necessary lie, cheat and commit unethical, often illegal acts to make their five percent commissions. For example, the New York Attorney General got settlements against Morgan Stanley for unethical brokerage deals that revealed how, behind the scenes, CEO Phil Purcell changed the venerable House of Morgan into a bunch of hack brokers using all kinds of unethical incentives. Ever try to get ... industry trends, business articles and survey research
Two fine mutual funds to consider buying
If you're looking for a good, solid mutual fund (or two), I've got just the ticket. No-load. (No sales charges — you buy shares directly.) Low cost. Conservative. Splendid track records, and over long periods of time. They're both "balanced" funds (Morningstar calls them "hybrids"), meaning that they have a big chunk of both stocks and bonds. (Classically, 60% stocks, 40% bonds, but the percentages can vary.) Usually the stocks in balanced funds are conservative. Not to keep you in suspense, the two funds are Vanguard Wellesley Income and Vanguard Wellington. If I were to create a Mutual Fund ... market trends, news research and surveys resources
Best and worst of the bank no-load mutual funds
This summer, has been running a series of columns by mutual fund guru Gordon Pape about the best and worst of the no-load mutual funds offered by the major banks. Odds are most Canadians own at least a few of these since the big five bank no-load groups account for almost 44% of the assets reported by the Investment Funds Institute of Canada. Pape began in April with RBC , moved on to BMO and Scotiabank in June, TD in July and will shortly weigh in on CIBC. Below I’ll just summarize Pape’s picks: the rationale can be found by clicking through to the articles themselves. Index funds do well but ETFs ... market trends, news research and surveys resources


How Many Stocks Make a Diversified Portfolio?
guard Index Trust, a no-load index fund that mimics the S&P 500 Index. The fund provides a return that is lower than that of the S&P 500 Index because in- ... technology research, surveys study and trend statistics
Invest Wisely: Mutual Funds
Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a fund's returns. It pays to understand both the upsides and the downsides of mutual fund investing and how to choose products that match your goals and tolerance for risk. This brochure explains the basics of mutual fund investing — how mutual funds work, what factors to consider before ... technology research, surveys study and trend statistics
S&P 500 Index Fund Competition
behavior are important is that within-family asset share of S&P 500 index funds should grow faster in load fund families than in no-load families. ...
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Where do I invest my extra money? - Yahoo! Answers
I set myself up on a new budget as my new year's resolution and so far I've been able to stick to it. After all my bills are paid, and I give myself an allowance for food etc, I have about $550/month to save. What should I do with the extra money? I've opened up a high interest savings account with ING direct and I'm putting it in there for now, but once I get up to 3, 4 or 5k, I want to do something with that will grow it quicker. Any suggestions? There are many different ways to invest money that will return more than a savings account, even a high interest money market account. ...
Mutual Funds: mutual fund co. or the local bank, stock index fund ...
I have some money that  I have set aside that I wanted to invest for the long term(10 yrs), in an us stock index fund. I am debating weather or not I should open an account with a no-load family such as Vanguard or simply buy such a no-load index fund through my bank, which I have all my accounts (checking, saving, credit card etc) with.  The reason I have been considering buying mutual funds through my bank's brokerage is  simply because I like to keep things simple and not have accounts scattered here and there. However, I do not know the pros and cons of this and I'm not sure if I'd be better off ...