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- Division Of Investment Management: Report On Mutual Fund Fees And Expenses
- This Report of the Division of Investment Management on Mutual Fund Fees and Expenses ("Report") presents the study of trends in mutual fund fees and expenses experienced over the past twenty years. The conducted study is of fees in light of:(1) the significant growth in the mutual fund industry during...
- Case studies 2000-12-01
- Out Of Sight?
- A high mutual fund fee is causing concern for the sponsors of the 401k plan. They are liable to face several lawsuits due to the aforesaid reason. Earlier, as people got good investment returns, no one really bothered to care about the mutual fund fees. During those times, plan sponsors...
- White papers 2004-07-01
Additional Resources
- S&PTCONF: 12b-1 Mutual Fund Fee Secur— 4/11 @11am ET
- Business Editors NEW YORK--BUSINESS WIRE--March 31, 2000--Standard & Poor's will hold its monthly Structured Finance telephone conference call on Tuesday, April 11, 2000, 11:00 AM Eastern Time, to discuss 12b-1 mutual fund fee securitizations, with Sandra Harris, Lily Cheung, Erkan Erturk, and Soody Nelson. ...
- Research articles 2000-03-31
- Fitch Rates Hedged Mutual Fund Fee Trust Series 2004-1
- Business Editors NEW YORK--BUSINESS WIRE--April 27, 2004 Fitch Ratings assigns the following rating to Hedged Mutual Fund Fee Trust, series 2004-1: -- $331 million floating-rate asset-backed notes due March 30 2012 'AA'. The notes are collateralized by Hedged Mutual Fund Fee Trust 2004-1's participation rights to...
- Research articles 2004-04-27
- Fitch Takes Rating Action On Two Mutual Fund Fee Transactions
- Business Editors NEW YORK--BUSINESS WIRE--Dec. 12, 2002 Fitch Ratings takes the following rating actions on the two mutual fund fee securitizations listed below. Putnam Lovell Finance Trust 1999-2 --$40,300,000 class A-2 notes downgraded to 'B-' from 'BB+'; --$10,400,000 class B notes downgraded to 'CC' from...
- Research articles 2002-12-12
- NewRiver FundPOINT Mutual Fund Fee and Expense Data to Extend Capabilities of FRC IMPACT; Boston area firms work together to expand mutual fund expense-analysis capabilities
- ANDOVER, Mass. -- NewRiver, Inc., the leading expert in compliance data technology, today announced that Financial Research Corporation FRC, a leading provider of research and consulting services for the investment community, has entered into an agreement to use NewRiver's FundPOINTsm mutual fund expense data in FRC's IMPACT system. The agreement...
- Research articles 2005-04-13
- SEC studies mutual fund fee strategies
- BOSTON -- The mutual fund industry says the fees it charges for managing the public's money are reasonable. Critics say fees are too high. The Securities and Exchange Commission wants to end the debate.
- Research articles 1998-10-20
- Mutual Fund Fee Battle
- Are mutual fund fees too high? Our editors explain how a current Supreme Court case affects you and your money.
- Videos 2009-11-04
- Mutual Fund Fee-asco
- Here's a primer on mutual fund fees. I think that I held my hands in that particular position because I was subconsciously praying that after watching, everyone would dump their loaded funds and trade them for index funds! by Jill Schlesinger
- Blog posts 2009-11-20
- Mutual Fund Fees Jump 5 Percent
- While you wait for your portfolio to climb out of the basement, fund companies are siphoning off a bigger share of your cash. An exclusive analysis for MoneyWatch.com by investment...
- Articles 2009-08-17
- Richard Posner: Scourge of Excessive Mutual-Fund Fees
- Mutual fund investors may have a new hero. His name is Judge Richard Posner, and largely because of him, the Supreme Court will examine how mutual funds set their fees. This past summer, Posner wrote a strong dissent in the Jones v. Harris Associates case, roundly criticizing...
- Blog posts 2009-04-06
- Are Mutual Fund Expenses Really Falling?
- The Investment Company Institute ICI -- the mutual fund industry's trade group -- just published a new research paper examining mutual fund expenses. Their conclusion? "Mutual fund fees and expenses fell to their lowest levels in more than a quarter century in 2008." It sounds wonderful, of course. But it's...
- Blog posts 2009-05-25
- Supreme Court Hears Oral Argument in Excessive Mutual Fund Fees Case
- « Value Line Settles SEC Charges of Bogus Brokerage Commissions | Main The U.S. Supreme Court heard oral argument Monday in Jones v. Harris Associates, a case that could impact the amount of managerial fees that millions of mutual fund investors pay fund advisers. The Court must decide what standard...
- News items 2009-11-05
- Mutual fund industry under pressure to provide dollar and cents fee
- NEW YORK AP -- Pressure is mounting on the mutual fund industry to make it easier for investors to determine exactly how much of their investment dollars is being diverted toward fund operating costs. An exhaustive 124-page report on mutual fund fees released earlier this month by...
- Research articles 2000-07-13
- American Skandia Introduces Mutual Fund Wrap Products to Support Financial Professionals
- Business Editors SHELTON, Conn.--BUSINESS WIRE--Jan. 8, 2001 Suite of Products Designed to Facilitate Move to Fee-Based Compensation American Skandia has introduced an innovative suite of mutual fund wrap products designed to help financial professionals move from commission-based compensation to fee-based compensation. The American Skandia Asset...
- Research articles 2001-01-08
- Mutual fund companies roll out big fee breaks.(Finance)
- Byline: FREDERICK P. GABRIEL JR. Heightened sensitivity to mutual fund fees, coupled with intense pressure to attract and retain assets, is forcing many fund companies to resort to blue-light specials. At the end of the first quarter, the latest Byline: FREDERICK...
- Research articles 2004-09-20
- Mutual Fund Sales Charges, Fees, And Expenses
- In recent years, mutual fund providers have noted customer demand for more variety among product lines and fee structures. As a result, many mutual fund companies are offering a wider variety of mutual funds categorized by different share classes. The Investment Company Institute ICI, an industry trade association, has established...
- White papers 2008-01-01
- New Mutual Fund Method Allows Investors to Trade as Individuals.(Knight Ridder/Tribune Business News)
- Jan. 31--Remember the mutual fund revolution? Mutual funds were conceived as an ideal way for investors to pool funds in diversified portfolios without spending a bundle on transaction costs. But as mutual fund assets grew meteorically in the last two decades ...
- Research articles 2001-02-01
- Your Own Private Mutual Fund
- More and more investors are signing up for separately managed accounts, the financial equivalent of chrome hubcaps and vanity plates. Think of a SMA as your own mutual fund for which you pay a flat fee as opposed to commissions. Making less money on transaction-based business whereas fee-based business is...
- White papers 2003-08-05
- Mutual Fund Payments: SEC's investigation shines light on DC fee practices; Experts say new probe will result in more scrutiny of plan costs, and who's being paid.(Securities and Exchange Commission)
- Byline: Phyllis Feinberg The Securities and Exchange Commission's investigation into payments made to 401k plans and their providers by mutual fund firms will force plan executives to scrutinize fees more closely to ensure there are no kickbacks Byline: Phyllis Feinberg ...
- Research articles 2004-07-12
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