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  2. What Is a Sales Load and How Is it Calculated? - AOL

    www.aol.com/sales-load-calculated-170656978.html

    When investing in mutual funds, it’s important to understand the fees you’ll pay.A sales load is a commission fee that applies when you buy or sell shares of a mutual fund. There’s more than ...

  3. Mutual fund fees and expenses - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund_fees_and_expenses

    One notable component of the expense ratio of U.S. funds is the "12b-1 fee", which represents expenses used for advertising and promotion of the fund. 12b-1 fees are paid by the fund out of mutual fund assets and are generally limited to a maximum of 1.00% per year (.75% distribution and .25% shareholder servicing) under FINRA Rules.

  4. How are mutual funds taxed? 4 ways to minimize your tax bill

    www.aol.com/finance/mutual-funds-taxed-4-ways...

    Taxes on mutual funds when you sell shares If the securities held in your mutual fund perform well, the fund’s NAV will appreciate, giving you a gain on your original purchase.

  5. Rebalancing your portfolio: What that means and how often to ...

    www.aol.com/finance/rebalancing-portfolio-means...

    Also, certain mutual funds might have early redemption fees, or even load fees. A load fee is a commission an investor pays when buying or selling mutual funds. These fees are determined by mutual ...

  6. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Basis (or cost basis), as used in United States tax law, is the original cost of property, adjusted for factors such as depreciation. When a property is sold, the taxpayer pays/(saves) taxes on a capital gain /(loss) that equals the amount realized on the sale minus the sold property's basis.

  7. Management fee - Wikipedia

    en.wikipedia.org/wiki/Management_fee

    Often the management fee is initially based on the total investor commitments to the fund (i.e., the fund size) as investments are made. After the end of the commitment period, ordinarily four–six years, the basis for calculating the fee will change to the cost basis of the fund, less any investments that have been realized or written-off.

  8. Attention Investors: Own Mutual Funds? Get Ready for Cost ...

    www.aol.com/2013/01/29/attention-investors-own...

    Get Ready for Cost Basis Reporting Round 2 TD Ameritrade Explains Newest Cost Basis Changes Impacting the 2012 Tax Year OMAHA, Neb.--(BUSINESS WIRE)-- Remember those cost basis reporting changes from

  9. Investment Company Act of 1940 - Wikipedia

    en.wikipedia.org/wiki/Investment_Company_Act_of_1940

    The Investment Company Act of 1940 (commonly referred to as the '40 Act) is an act of Congress which regulates investment funds.It was passed as a United States Public Law (Pub. L. 76–768) on August 22, 1940, and is codified at 15 U.S.C. §§ 80a-1–80a-64.