Mutual fund
Switched to Vanguard E-Service to Eliminate Account Fees
Late last month, Vanguard introduced simplified fee structure aimed to reduce costs on owning Vanguard funds. Though at first, it seemed that replacing $10 fee with $20 fee was going in the opposite direction of reducing investor’s cost, Vanguard does offer a couple of ways to eliminate the fee all together for good and one [...]
T. Rowe Price Automatic Asset Builder
Sure Vanguard has some great funds with lowest expense ratio that you could find in the mutual fund industry. However, to invest with Vanguard, you would have to have a deeper pocket because most of its funds have a minimum requirement of $3,000, which essentially prevents investors with small amount of money to start investing [...]
Top 20 Socially Responsible Mutual Funds
According to Wikipedia, socially responsible investing (SRI)
describes an investment strategy which combines the intentions to maximize both financial return and social good. In general, socially responsible investors favor corporate practices which are environmentally responsible, support workplace diversity, and increase product safety and quality.
In the May issue of Financial Planning magazine, there’s a special report on [...]
Low-Cost Vanguard Goes with Even Lower Costs
Good news mutual fund investors!
Low-cost mutual fund giant Vanguard announced today that it’s simplifying its fee structure by replacing four fees with one account service fee. According to the announcement, effective April 26, 2007, the following four $10 annual fees will be eliminated:
The custodial fee on traditional IRAs, Roth IRAs, and SEP–IRAs with a balance [...]
A Look at Lifecycle Funds from Vanguard, Fidelity, and T. R. Price
No mutual funds are equal, even if they track the same benchmark, and this is also true for lifecycle funds.
Lifecycle funds, also known as target date funds, are getting popular among investors who seek optimum asset allocation for their retirement investments. The idea of a lifecycle fund is that the fund’s asset allocation evolves as [...]
