Economic Impact of Distribution Fees on Mutual Funds
- Investors pay the price for the gains in some funds. Jaffe, Charles A. // New Orleans CityBusiness (1994 to 2008);03/22/99, Vol. 19 Issue 38, p24
Deals with taxation issues related to mutual funds for investors in the United States. Amount of money lost in the form of taxes due on dividends; Capital gain dole-outs of the funds; Background on mutual funds and taxes; Tax-efficiency of index funds; Turnover ratio.
- It's buy high, sell low? No, wait... Williamson, Christine // Pensions & Investments;2/5/2001, Vol. 29 Issue 3, p8
Reports the research findings on the behavior of mutual fund investors in the United States. Cause of the underperformance of the investors; Role of the Phoenix Investment Partners Ltd. in the study; Impact of investor behavior on long-term investments; Confirmation of financial contribution to...
- Huge outflows may portend shaky 4Q for mutual funds. McDonald, Michael // Bond Buyer;10/01/99, Vol. 329 Issue 30738, p1
Reports on the performance of mutual funds in the United States for the fourth quarter of 1999. Investors' withdrawal and deposits; Reinvested dividends from investors.
- Inflows Show Strength With $421M, the Most in Four Weeks. SEYMOUR, DAN // Bond Buyer;10/25/2010, Vol. 374 Issue 33404, p7
The article reports that investors in the U.S. have entrusted 420.6 million dollars to municipal mutual funds, which are the most robust flow of money during the week ended October 20, 2010.
- Stock slide tests mettle of small investors in US. Halverson, Guy; Trumbull, Mark // Christian Science Monitor;7/17/96, Vol. 88 Issue 162, p1
Reports on the attitude of small investors in the United States with respect to the money they poured into mutual funds. Possibility of stock market slump; Effect of interest rate hikes and corporate profits on stock prices; Rising class of small investors; Concern over the cash-to-asset levels...
- The increasing responsibility of investors. Levitt, Arthur // Vital Speeches of the Day;6/15/96, Vol. 62 Issue 17, p517
Presents a speech delivered by the chairman of the US Securities and Exchange Commission (SEC) given before the Investment Company Institute on May 22, 1996 dealing with the issue of the responsibility of investors in the United States. Performance of the investment industry; SEC's efforts to...
- Poorly Performing U.S. Markets Give Global Bonds a Growing Appeal. Krebsbach, Karen // U.S. Banker;Oct2002, Vol. 112 Issue 10, p79
Focuses on the increase in popularity of global-bond mutual funds among investors in the U.S. as of October 2002. Growth of the foreign corporate and government bonds market; Risks faced by international bonds; Industry analysts' warnings about emerging market bonds.
- Equity Funds Grew Briskly In Aug., Trade Group Says. Hunter, Matthew // American Banker;10/2/2000, Vol. 165 Issue 189, p10
Cites a study released by the Investment Company Institute on the growth of equity funds in the United States in August 2000. Impact of investors' confidence in both local and global economy; Investors' acceleration of purchases of domestic and global equity funds.
- Funds Want SEC Help with Hot Money. // Financial Planning;May2001, Vol. 31 Issue 5, p28
Reports that mutual funds in the United States have sought the help of the Securities and Exchange Commission regarding market timers, investors who shift from one fund to another within a short period of time. Impact of market timers; Actions taken by Putnam Investments in defense against...