So it's rare that a skeptical veteran likes a mutual ... fund holds more than two dozen gold mines; one of its biggest stakes is in Franco-Nevada, a midsize Canadian company -- but Franco-Nevada makes up only 0.6 percent of Contrafund. By contrast, 8.2.
Here we will list 5 mutual funds from the JPMorgan fund family that carry a Zacks Mutual Fund Rank #1 (Strong Buy) or Zacks Mutual Fund Rank #2 (Buy) as we expect the ... in steps on assets in excess of various breakpoints. Generally, the management.
The Fund Analyzer combines the capabilities of the two online tools it replaces – FINRA’s Mutual Fund Expense Analyzer and Mutual Fund Breakpoint Search Tool ... visits and been used to analyze nearly 2.7 million funds. "While investors cannot.
Donaldson, the chairman of the S.E.C., said last week that a ''significant number'' of brokerage firms were facing action for failing to give customer discounts, known as breakpoints ... of $2.3 million over allegations it overcharged some mutual fund.
The Highland Global Allocation Fund is an open end ... like most other fund families has many other mutual funds that you can invest in to hit your breakpoints and remain diversified. Unfortunately... there are only 2 or 3 funds that I would invest in.
In mutual fund investing, the old adage that high costs indicate quality ... Also, if you plan to invest just one lump-sum amount and it is enough to qualify for a breakpoint discount, Class A would be the best over time - you would get a discount on.
Mutual-fund fees are dropping ... discounts in which fees in many funds dropped as the assets in those portfolios rose, according to the analysis by fund tracker Morningstar Inc. The price reductions, known as breakpoints, automatically kick in based.
Market declines, like the 39 percent drop in the Standard & Poor's 500 index over the past 12 months, are beginning to trigger mutual fund breakpoints ... the expense increase costs you an additional $2.70 per year, boosting annual expenses to $13.80.
Alford, who invested in hedge funds while he was at the Duke Endowment in the late 1990s but today oversees a lower cost mutual ... with a 2 percent gain for S.&P. 500. Strong returns account for the difference between a stratospheric payday and one.
And in 2004, the firm agreed to a $2.3 million fine to settle charges that it failed to provide breakpoint discounts to certain mutual-fund customers.