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  2. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    Associated with Class "C" Shares. As the name implies, this means that the fund does not charge any type of sales load. But, as outlined above, not every type of shareholder fee is a "sales load". A no-load fund may charge fees that are not sales loads, such as purchase fees, redemption fees, exchange fees, and account fees.

  3. Fund of funds - Wikipedia

    en.wikipedia.org/wiki/Fund_of_funds

    Management fees for FOFs are typically higher than those on traditional investment funds because they include the management fees charged by the underlying funds. [3]In its article on Funds of Funds, Investopedia notes that, "Historically, a fund of funds showed an expense figure that didn't always include the fees of the underlying funds.

  4. Money market account - Wikipedia

    en.wikipedia.org/wiki/Money_market_account

    A money market account (MMA) or money market deposit account (MMDA) is a deposit account that pays interest based on current interest rates in the money markets. [1] The interest rates paid are generally higher than those of savings accounts and transaction accounts; however, some banks will require higher minimum balances in money market accounts to avoid monthly fees and to earn interest.

  5. What Do My Beneficiaries Need to Know About Trusts & Money? - AOL

    www.aol.com/does-beneficiary-money-trust...

    Depending on the trust structure, a grantor may receive tax advantages for using an irrevocable trust. For example, it could help lower estate and income taxes. Also, it may provide shelter for ...

  6. Management fee - Wikipedia

    en.wikipedia.org/wiki/Management_fee

    Management fees typically range from 1% to 4% per annum, with 2% being the standard figure. [citation needed] Therefore, if a fund has $1 billion of assets at year-end and charges a 2% management fee, the management fee will be $20 million. Management fees are usually expressed as an annual percentage but both calculated and paid monthly (or ...

  7. Trust management (managerial science) - Wikipedia

    en.wikipedia.org/wiki/Trust_management...

    Trust is a container concept used in a broad variety of disciplines. Much work has been done in the field of psychology, sociology, economics, political sciences, philosophy, anthropology and management sciences. Simply defining "trust" is a milestone in the management sciences. One can barely speak of coherent research in the field of trust ...

  8. Separately managed account - Wikipedia

    en.wikipedia.org/wiki/Separately_managed_account

    In the investment management industry, a separately managed account (SMA) is any of several different types of investment accounts.For example, an SMA may be an individual managed investment account; these are often offered by a brokerage firm through one of their brokers or financial consultants and managed by independent investment management firms (often called money managers for short ...

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