2009 Management Fees Mutual Funds 
The Big Picture
APRIL 11, 2024
Founded in 1984, Morningstar would mail out hard copies of information on various Mutual Funds; ValueLine sent looseleaf binder pages on individual companies with regular updates about Stocks. Most of the hedge fund community would be revealed post-2009 as not worth their costs. S&P had a similar service.
The Big Picture
DECEMBER 4, 2024
Listeners think to 2009, the bottom, at the bottom, um, stocks have almost been a 10 bagger. First one maybe about a decade ago, but you’ve really seen it with mutual fund ETF conversions, separate account ETF conversions, and what we’re announcing is an open enrollment. And that’s the broad market.
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ClearMoney
NOVEMBER 4, 2021
See, for example, the Fama/French US Momentum Factor’s return of –83.16% in 2009. Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Please read the prospectus before investing.
ClearMoney
DECEMBER 5, 2021
Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
ClearMoney
DECEMBER 5, 2021
Even Japan, with debt/GDP levels above 200% from 2009 to 2018, returned a positive equity premium in seven of those 10 years. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
The Motley Fool
DECEMBER 23, 2024
For example, more sophisticated hedge funds typically charge a flat management fee of 2%, coupled with a performance fee that takes 20% of annual profits. It's not difficult to realize that over time, a large chunk of client capital in these funds gets eaten up by fees.
The Motley Fool
JANUARY 25, 2025
Exchange-traded funds (ETFs) have been around for about three decades, but they've grown in popularity in recent years. They trade on the market, so they're much easier to invest in than traditional mutual funds, and they often come with low expense ratios instead of high management fees.
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