Document Management Fees Mutual Funds 
ClearMoney
DECEMBER 16, 2021
The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. DISCLOSURES. Please read the prospectus before investing.
ClearMoney
MARCH 1, 2022
Studies documenting underperformance by active fund managers supported the sentiment that market prices were largely fair and any attempt to find under- or overpriced securities was akin to flipping a coin. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited.
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ClearMoney
DECEMBER 5, 2021
The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. There is no assurance that any investment strategy will be successful.
ClearMoney
DECEMBER 13, 2021
DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Decrease of 19.6% was from Jan. 1, 2020–March 31, 2020.
Walkner Condon Financial Advisors
OCTOBER 28, 2022
If you like a particular fund and the plan sponsor gets rid of it, you will not be able to keep it. You are also governed by the plan document of the plan, which is basically the instructions that the participants have to follow. Roll Your Old 401(k) into an IRA. The “I” in IRA stands for individual.
ClearMoney
SEPTEMBER 24, 2021
French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC.
ClearMoney
DECEMBER 14, 2021
Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36
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