Direct Sales of Long-Term Fund Shares Dropped 5%
- Mutual Funds Holdings. // Practical Accountant;Jul2001, Vol. 34 Issue 7, p18
Reports the number of individual shareholders with ownership of mutual funds according to the Investment Company Institute in the United States.
- Model Investment Trust Accounts. // Accountancy;Apr1965, Vol. 76 Issue 860, p366
Focuses on the model investment trusts accounts in Great Britain. Aims to improve and standardize information for shareholders; Description on the market value of investment; Details on underwriting commission as part of gross revenue.
- What We're Hearing. // Morningstar Fund Family Reports: American Funds;Dec2009, Issue 79, p10
The article provides an answer to a question of how investors must vote on American's shareholder proxy in order to insure the proper management of funds.
- How to answer when your fund company asks for your vote. Gordon, Derek // Money;Mar96, Vol. 25 Issue 3, p56
Presents a guide to some of the key issues that fund shareholders are asked to vote on. Reasons for voting against fee increases; Rejecting worrisome changes to the fund's investment guidelines; Reading directors' proposals in proxy statements to decide whether or not to vote against directors.
- Minorities, hang in there. Hasenfuss, Marc // Finance Week;8/2/2002, p28
Reports on the options open to the minority shareholders of the soon-to-be delisted investment trust Yabeng. Standby offer presented by the corporate entities of Yabeng to minority shareholders; Net asset value of the investment trust.
- Importance of Tax-Efficiency. // Practical Accountant;Apr2001, Vol. 34 Issue 4, p12
Reports on the increasing number of mutual fund shareholders who consider taxes to be an important investment consideration in the United States. Results of an annual survey conducted by Eaton Vance Corp.; Respondents' views on index funds.
- Small-cap trusts 'may face pressure'. Lewis, Adam // Fund Strategy;5/17/2010, p10
The article highlights the potential pressure that shareholders might impose to the investment trusts with market capitalisation below 25 million pounds to consider organizational restructuring in Great Britain.
- Investors must sidestep unnecessary fund taxes. Kim, Mickey // Indianapolis Business Journal;12/9/2013, Vol. 34 Issue 41, p26A
The article offers the author's insights regarding mutual fund taxes and some considerations for taxable shareholders.
- You might have to pay if you cash out early. Wollenberg, Yvonne Chilik // Medical Economics;7/9/2001, Vol. 78 Issue 13, p10
Reports on the increase in the number of mutual funds that penalize shareholders for selling their holdings early. Statistics from December 1999 to March 2001; Percentage of charges; Funds most likely to charge fees.