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Keyword: MERs and management fees

170 results found
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The firm will reduce management fees from 5-55 bps on the 33 mutual funds and reduce the minimum requirement for the CI preferred pricing program

  • By: IE Staff
  • July 30, 2018 July 30, 2018
  • 11:47
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The two dealers will pay slightly less than $11 million to resolve allegations that clients paid excess fees

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New portfolio managers for two mutual funds

  • By: IE Staff
  • June 7, 2018 June 7, 2018
  • 11:55
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The mutual fund company is capping, reducing the management fees of and consolidating and renaming certain fee-based series

  • By: IE Staff
  • June 5, 2018 June 5, 2018
  • 10:30
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Names changes announced for four funds

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The changes affect administrative and management fees, as well as risk ratings

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Fees for certain series of NBI funds and Meritage Portfolios will be reduced

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Lower fees or risks ratings for three Franklin LibertyShares ETFs

  • By: IE Staff
  • April 9, 2018 April 9, 2018
  • 13:45
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New information aims to help investors determine whether a higher-cost, actively managed mutual fund fits their investment goals better than a lower-cost alternative

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The firm has also made Private Wealth series accessible to more investors

  • March 28, 2018 March 28, 2018
  • 17:29