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.

Securities and Exchange Commission (SEC) 140

Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

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.

Taxes 52

Taxes Mutual Funds Accredited Investors Capital 52

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.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

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.

Debt 52

Debt Mutual Funds Capital Assets 52

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.

Debt 52

Debt Returns Mutual Funds Capital 52

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.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246