Search found 2126 matches

by Barry Barnitz
Wed Dec 13, 2017 1:01 pm
Forum: Investing - Theory, News & General
Topic: Vanguard will use blockchain to share index data
Replies: 29
Views: 2691

Re: Vanguard will use blockchain to share index data

Hi: Another article: Vanguard Group makes $1.15-trillion AUM bet on blockchain technology that eliminates giant daily manual process , Brooke Southall, RAIbiz. The dirty little secret about index-based investing is just how people-dependent and clunky the process is for updating index funds to match...
by Barry Barnitz
Wed Dec 13, 2017 4:44 am
Forum: Investing - Theory, News & General
Topic: Vanguard will use blockchain to share index data
Replies: 29
Views: 2691

Vanguard will use blockchain to share index data

Hi: News release: Vanguard will use blockchain to share index data , Ryan W. Neal, Investment News , December 12, 2017. Vanguard Group announced Tuesday that it is looking to capitalize on this idea by using blockchain to simplify and automate the process of sharing index data. The $4.8 trillion ass...
by Barry Barnitz
Thu Dec 07, 2017 5:52 am
Forum: Investing - Theory, News & General
Topic: Thrift Savings Plan to Change I Fund Index
Replies: 7
Views: 1032

Thrift Savings Plan to Change I Fund Index

Hi: News release: TSP to Change I Fund Index, Leave Others as Is , December 6, 2017, Fedweek The TSP’s governing board has decided to replace the current index used in its international stock I fund, [moving from] the MSCI Europe, Australasia, Far East benchmark of large company stocks in about two ...
by Barry Barnitz
Tue Nov 28, 2017 12:26 pm
Forum: Investing - Theory, News & General
Topic: Vanguard seeks SEC relief for US active ETFs:
Replies: 14
Views: 1975

Re: Vanguard seeks SEC relief for US active ETFs:

Hi: Here is a link to the white paper mentioned in the notice: Equity factor-based investing: A practitioner’s guide , Douglas M. Grim, CFA; Scott N. Pappas, Ph.D., CFA; Ravi G. Tolani; Savas Kesidis, Vanguard Research, June 2017, This paper builds on the foundation described in Factor-Based Investi...
by Barry Barnitz
Thu Nov 23, 2017 5:52 am
Forum: Investing - Theory, News & General
Topic: UAE (Dubai) Bogleheads Chapter in the News
Replies: 4
Views: 608

Our UAE local chapter is in the news

Hi: Our UAE Bogleheads® local chapter is highlighted in the following news article. News article: Invest like a Boglehead and build a low-cost portfolio of index funds The Bogleheads community, which was founded in 1998 in the United States, claims anyone can become a successful investor with very l...
by Barry Barnitz
Sun Nov 19, 2017 1:32 am
Forum: Investing - Theory, News & General
Topic: WSJ commentary about declining # of publicly traded companies
Replies: 40
Views: 3669

Re: WSJ commentary about declining # of publicly traded companies

Hi: News article: Why Vanguard Isn’t Freaking Out About Fewer Public Companies , Julie Segal , Institutional Investor, November 17, 2017. New research from the fund firm pours cold water on the idea that the declining number of public companies is having a meaningful effect on investors. Amid cries ...
by Barry Barnitz
Fri Oct 27, 2017 1:35 pm
Forum: Investing - Theory, News & General
Topic: 2017 BOGLEHEADS CONFERENCE ANNOUNCEMENT
Replies: 192
Views: 29123

Re: 2017 BOGLEHEADS CONFERENCE ANNOUNCEMENT

Hi:

Much thanks to GoldenFinch and daughter, Moolala. These notes are now posted on our affiliate blog. Please see Notes from Bogleheads® 16 | Financial Page for the amalgamated blog version.

regards,
by Barry Barnitz
Wed Oct 11, 2017 3:23 am
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1048
Views: 583153

Re: Simba's backtesting spreadsheet [a Bogleheads community project]

Hi Siamond: Do you have any reference for the May 2011 reclassification event? The reference for this can be found in the fund's annual reports that include 2011 and 2012 financial highlights. The latest 2016 report includes the following direct quote: The fund's original Investor Shares were rename...
by Barry Barnitz
Tue Oct 10, 2017 7:24 pm
Forum: Investing - Theory, News & General
Topic: Simba's backtesting spreadsheet [a Bogleheads community project]
Replies: 1048
Views: 583153

Re: Simba's backtesting spreadsheet [a Bogleheads community project]

Hi Siamond: The confusion regarding the Developed Market Index involves the merger of the former Developed Market fund into the Tax-Managed Fund, which existed with admiral shares. We tagged this on the wiki tax history page for the former fund----> Vanguard Developed Markets Index Fund (VDMIX) tax ...
by Barry Barnitz
Fri Oct 06, 2017 1:08 pm
Forum: Investing - Theory, News & General
Topic: SEC plans to approve Vanguard request to list actively managed ETFs
Replies: 13
Views: 1789

Re: SEC plans to approve Vanguard request to list actively managed ETFs

Hi: With the INVESTMENT COMPANY ACT OF 1940 Release no. 32852 / October 4, 2017, the SEC formerly grants an exemption order for Vanguard to issue active fund exchange-traded funds. Here is the pdf link---> Release no. 32852 . The order would permit: (a) actively-managed series of certain open-end ma...
by Barry Barnitz
Mon Oct 02, 2017 3:32 am
Forum: Investing - Theory, News & General
Topic: Vanguard knocks on China's door
Replies: 0
Views: 534

Vanguard knocks on China's door

Hi: News report, Vanguard knocks on China’s door to join crowded wealth management market | South China Morning Post Vanguard Group, the world’s biggest mutual fund manager, plans to sell onshore products in mainland China to tap an asset management market that is still largely off limits to foreign...
by Barry Barnitz
Tue Sep 12, 2017 12:28 pm
Forum: Investing - Theory, News & General
Topic: Wiki article - Bitcoin
Replies: 37
Views: 4702

Re: Wiki article - Bitcoin

HI: Here are some academic studies from SSRN search on "cryptocurrency": Hileman, Garrick and Rauchs, Michel, 2017 Global Cryptocurrency Benchmarking Study (April 6, 2017). Available at SSRN: https://ssrn.com/abstract=2965436 or http://dx.doi.org/10.2139/ssrn.2965436 Abstract The first global crypto...
by Barry Barnitz
Sat Sep 09, 2017 4:27 am
Forum: Investing - Theory, News & General
Topic: Boglehead investing in Spain -- a forum thread
Replies: 8
Views: 1765

Re: Boglehead investing in Spain -- a forum thread

HI: Basic clerical edits: 1. I created the category for the future independent page (Category:Spain) and categorized this new category in the main category: International domiciles. 2. I uploaded an image of the Spanish national flag and created a transclusion template for the page, which I inserted...
by Barry Barnitz
Thu Aug 24, 2017 1:10 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Target Retirement Income Select
Replies: 4
Views: 936

Re: Vanguard Target Retirement Income Select

Hi: The Vanguard Target Retirement Income Select Fund is what is known as a Collective Investment Trust (CIT). Here is a simplified treatment of CITS from our affiliate blog---> What is a Collective Investment Trust | Financial Page . Here is a link to Vanguard's complete menu of Collective Investme...
by Barry Barnitz
Thu Aug 24, 2017 5:14 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Target Retirement Income Select
Replies: 4
Views: 936

Re: Vanguard Target Retirement Income Select

Hi: Here is information from Vanguard Institutional: Institutional Select Shares- Shares generally available to large institutional investors. Fund account minimums range from $3 billion to $5 billion, depending on fund. Here is the Institutional fund page for the Target Retirement Income Trust Sele...
by Barry Barnitz
Thu Aug 24, 2017 4:26 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans To Launch Total Corporate Bond ETF
Replies: 42
Views: 7265

Re: Vanguard Announces Plans To Launch Total Corporate Bond ETF

Hi: Vanguard, as most of you hopefully realize, is now a global investment company. A cursory examination of retail funds and exchange-traded funds offered to global investors provides the following fund totals. Australia: 25 funds Canada: 33 funds Hong Kong: 5 funds Japan: 9 funds Switzerland: 42 f...
by Barry Barnitz
Tue Aug 22, 2017 11:34 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans To Launch Total Corporate Bond ETF
Replies: 42
Views: 7265

Re: "more than 371 funds?"

Bogleheads: According to the Announcement: The firm, headquartered in Valley Forge, Pennsylvania, offers more than 371 funds . Can anyone explain why Vanguard offers so many funds? Best wishes Taylor Hi Taylor: The complete statement contains one answer to your question: The firm, headquartered in ...
by Barry Barnitz
Sun Jul 30, 2017 12:39 pm
Forum: Investing - Theory, News & General
Topic: What was the expense ratio of Vanguard's S&P 500 fund in 1976
Replies: 17
Views: 2540

Re: What was the expense ratio of Vanguard's S&P 500 fund in 1976

Hi: In addition to the expense ratio, Vanguard's S&P 500 index fund also imposed, in its early years of operation, a quarterly $2.50 fee from the quarterly dividend. This $10 annual deduction from income resulted in an additional 1% annual cost in relation to the $1,000 minimum investment. As a set ...
by Barry Barnitz
Sun Jul 30, 2017 5:13 am
Forum: Investing - Theory, News & General
Topic: "Why Don’t Vanguard’s Target Retirement and LifeStrategy Funds Own Admiral Shares?"
Replies: 37
Views: 4777

Re: "Why Don’t Vanguard’s Target Retirement and LifeStrategy Funds Own Admiral Shares?"

Hi: Vanguard could offer multiple share classes of Target Retirement and LifeStrategy funds by: 1. Converting the investor class funds into ETFs. The funds, depending upon asset allocations would then have acquired fund expenses ranging from 5 to 8 basis points. 2. The funds would then charge the at...
by Barry Barnitz
Sat Jul 15, 2017 10:56 am
Forum: Investing - Theory, News & General
Topic: Vanguard files preliminary proxy
Replies: 1
Views: 865

Vanguard files preliminary proxy

Hi: Press release: Vanguard Funds File Preliminary Proxy Statement Seeking Shareholder Election Of Trustees And Approval Of Policy Changes Vanguard filed a preliminary proxy statement with the SEC on July 13 , 2017. Shareholders will have the opportunity to vote on the following proposals: Election ...
by Barry Barnitz
Sat Jun 03, 2017 12:50 pm
Forum: Investing - Theory, News & General
Topic: Zacks says sell Wellesley!?
Replies: 92
Views: 12906

Re: Zacks says sell Wellesley!?

Hi Nisi: Here are some links regarding Zachs: Zacks Investment Research , investopedia Zacks Investment Research - Fidelity Zacks Investment Research Inc.: Private Company Information - Bloomberg Who are the most (least) accurate stock gurus? - CBS News (Larry Swedroe, February 13, 2013) regards,
by Barry Barnitz
Sat May 13, 2017 2:43 am
Forum: Investing - Theory, News & General
Topic: Bogleheads® Wiki 2017 annual report
Replies: 2
Views: 870

Bogleheads® Wiki 2017 annual report

May 13, 2017 marks the ninth anniversary of the founding of the Bogleheads Wiki. As is customary, we issue an annual report to the forum readership on this date, giving everyone a glimpse at the statistical measures of wiki page creation, editing, and readership. Although wiki readership declined ov...
by Barry Barnitz
Thu May 04, 2017 1:30 pm
Forum: Investing - Theory, News & General
Topic: Chief Investment Officer of Vanguard, Gus Sauter, to retire
Replies: 42
Views: 6301

Re: Chief Investment Officer of Vanguard, Gus Sauter, to ret

nisiprius wrote:Yikes! He is the Scotty to Jack Bogle's Kirk, how's that for a "ship" metaphor? I hope someone will write a biography about him; his contributions to Vanguard are incalculable.
Hi Nisi;

Here is our wiki page on Gus Sauter--->George Upham Sauter - Bogleheads

regards,
by Barry Barnitz
Fri Apr 28, 2017 2:55 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Press Release--Vanguard: World's Largest Stock And Bond Funds Report Lower Expense Ratios
Replies: 7
Views: 1678

Re: Vanguard Press Release--Vanguard: World's Largest Stock And Bond Funds Report Lower Expense Ratios

Hi: The wiki and blog keep track of index fund expenses and security lending income. See Category:Vanguard funds:expenses - Bogleheads for extended history of fund expense ratios and brokerage commission expense ratios. Security lending income for the just concluded fiscal year is included in the fo...
by Barry Barnitz
Wed Apr 26, 2017 4:30 pm
Forum: Investing - Theory, News & General
Topic: Not enough US market listings?
Replies: 14
Views: 1804

Re: Not enough US market listings?

Hi: From Credit Suisse, The Incredible Shrinking Universe of Stocks . This trend is more pronounced in the U.S. than in any other developed economy. For example, while the number of listings fell by roughly 50 percent in the U.S. from 1996 through 2016, it rose about 50 percent in 13 developed count...
by Barry Barnitz
Wed Mar 15, 2017 12:36 pm
Forum: Investing - Theory, News & General
Topic: DALBAR report methodological flaws - Prof. Pfau
Replies: 29
Views: 3059

Re: DALBAR report methodological flaws - Prof. Pfau

The big shocker is the lower end value then gets annualized back into a return %. If you have the money available up front you would earn 10% a year. If you don't have the money available up front you will end up with the same dollar value as if you had the money available up front and you only ear...
by Barry Barnitz
Fri Mar 10, 2017 2:32 pm
Forum: Personal Consumer Issues
Topic: How to Die
Replies: 167
Views: 25655

Re: How to Die

White Coat Investor wrote:
But I'm not just talking about someone with a terminal disease. We all have a terminal disease. It's called life.


Emily Dickinson (156)

Surgeons must be very careful
When they take the knife!
Underneath their fine incisions
Stirs the Culprit - Life!
by Barry Barnitz
Thu Mar 02, 2017 1:59 pm
Forum: Investing - Theory, News & General
Topic: Allan Roth: "Why ETFs Won't Replace Mutual Funds"
Replies: 45
Views: 4326

Re: Allan Roth: "Why ETFs Won't Replace Mutual Funds"

Unfortunately for us Canadians, Vanguard Canada does not offer mutual funds, so we are stuck with ETFs. Thankfully the bid-ask spread is only about $0.01 for all of the Vanguard ETFs I purchase. Hi: While, understandably, the comments are reflecting the parochial views of US investors, keep in mind...
by Barry Barnitz
Tue Feb 28, 2017 4:14 pm
Forum: Local Chapters and Bogleheads Community
Topic: What Happened to Hampton Roads Chapter
Replies: 12
Views: 2248

Re: What Happened to Hampton Roads Chapter

Hi:

A brief history, as well as the current status of the chapter is spelled out in our blog page Hampton Roads Bogleheads® | Financial Page.

regards,
by Barry Barnitz
Tue Feb 28, 2017 2:53 am
Forum: Local Chapters and Bogleheads Community
Topic: Bogleheads Local Chapters: Now in the Bogleheads Blog!
Replies: 12
Views: 2364

Re: Bogleheads Local Chapters: Now in the Bogleheads Blog!

Hi: Thanks all for supplying the information. I have placed it into narrative form and formatted the posts. See: Bogleheads® local chapters - Cleveland Bogleheads® - Sacramento Bogleheads® - Seattle Bogleheads® I would like to point out a specified example of the potential value of our calendar. At ...
by Barry Barnitz
Sun Feb 26, 2017 7:14 pm
Forum: Local Chapters and Bogleheads Community
Topic: Bogleheads Local Chapters: Now in the Bogleheads Blog!
Replies: 12
Views: 2364

Re: Bogleheads Local Chapters: Now in the Bogleheads Blog!

Hi: The following chapters are listed as inactive in our database. If any of these chapters is active, please inform us Inactive local chapters Chapter 1 - Dallas / Fort Worth (resolved) Chapter 3 - Southern California (resolved) Chapter 4 - Arizona (resolved) Chapter 9 - San Francisco Bay Area (res...
by Barry Barnitz
Sat Feb 25, 2017 9:55 pm
Forum: Local Chapters and Bogleheads Community
Topic: Bogleheads Local Chapters: Now in the Bogleheads Blog!
Replies: 12
Views: 2364

Re: Bogleheads Local Chapters: Now in the Bogleheads Blog!

Hi: To provide an example of some of the difficulties involved in using public information to determine the active chapter/inert chapter status of a given chapter I will document three cases. Case One: Baltimore-Southern Pennsylvania Chapter Master thread The chapter has the following documented mee...
by Barry Barnitz
Sun Feb 19, 2017 2:07 pm
Forum: Local Chapters and Bogleheads Community
Topic: HAPPY 10TH BIRTHDAY BOGLEHEADS FORUM
Replies: 66
Views: 5559

Re: HAPPY 10TH BIRTHDAY BOGLEHEADS FORUM

Hi:

Mel's post on our blog, perhaps reaching a different audience ----> Bogleheads forum 10th anniversary | Financial Page

regards,
by Barry Barnitz
Fri Feb 17, 2017 2:02 pm
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for UAE Bogleheads
Replies: 1
Views: 1263

Re: Master Thread for UAE Bogleheads

Hi: News article on UAE Bogleheads: How to join the Boglehead movement | The National Sebastien Aguilar believes anyone can learn to manage their investments, and it is his group’s mission to teach as many people as it can. "We believe everyone can take control of their finances and learn to fe...
by Barry Barnitz
Fri Feb 10, 2017 4:09 pm
Forum: Forum Issues and Administration
Topic: [Bogleheads Sites Are Ad-Free]
Replies: 45
Views: 4533

[Bogleheads Sites Are Ad-Free]

HI: Taylor Larimore points out that one of the most important aspects of our sites is that they are non-commercial and ad-free . He suggests that we emphasize that not only are the sites hosted by bogleheads.org. ad-free, but that the non-hosted affiliate sites are also ad-free. The sites hosted by ...
by Barry Barnitz
Wed Feb 08, 2017 2:50 pm
Forum: Local Chapters and Bogleheads Community
Topic: Amazon Smile: John C Bogle Center
Replies: 22
Views: 4052

Re: Amazon Smile: John C Bogle Center

Which provides the larger donation to the Bogle Center: Amazon Smile or the Amazon link in the "Support This Site" box on the bogleheads.org homepage? These are two separate entities: The Amazon smile program being discussed sends donations to the Bogle Center: Questions and answers | The...
by Barry Barnitz
Sat Feb 04, 2017 5:05 pm
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for RTP, North Carolina Bogleheads Chapter
Replies: 40
Views: 12245

Re: Master Thread for RTP, North Carolina Bogleheads Chapter

Hi RTP local chapter members (and all interested readers): We have published Steve's local chapter meeting summaries on the site's affiliate blog, Financial Page. These posts are organized under the RTP North Carolina Local Chapter tag for precise grouping. This will allow you to quickly access the ...
by Barry Barnitz
Thu Feb 02, 2017 2:56 pm
Forum: Investing - Theory, News & General
Topic: BloomBar U.S. Aggregate Bond Index changing rules
Replies: 10
Views: 1414

Re: BloomBar U.S. Aggregate Bond Index changing rules

Hi:

Here is a Bloomberg site: Bloomberg Barclays Indices - Bloomberg The links to bond indexes will provide you with the current monikers.

regards,
by Barry Barnitz
Wed Feb 01, 2017 4:37 pm
Forum: Local Chapters and Bogleheads Community
Topic: Interview with Mel Lindauer, President of The John C. Bogle Center
Replies: 7
Views: 1722

Re: Interview with Mel Lindauer, President of The John C. Bogle Center

jes58 wrote:What is the address for donations ?


Here is the address:

    The John C. Bogle Center for Financial Literacy

    6977 Navajo Road, Suite 147

    San Diego CA 92119

regards,
by Barry Barnitz
Wed Feb 01, 2017 4:20 pm
Forum: Local Chapters and Bogleheads Community
Topic: Interview with Mel Lindauer, President of The John C. Bogle Center
Replies: 7
Views: 1722

Interview with Mel Lindauer, President of The John C. Bogle Center

Hi: Mel Lindauer, President of The John C. Bogle Center for Financial Literacy was kind enough to answer some questions posed by yours truly. We have posted this Q&A on the bogleheads.org. affiliate blog, Financial Page. Here is the link: Interview with Mel Lindauer, President of The John C. Bog...
by Barry Barnitz
Wed Feb 01, 2017 12:20 pm
Forum: Investing - Theory, News & General
Topic: BloomBar U.S. Aggregate Bond Index changing rules
Replies: 10
Views: 1414

BloomBar U.S. Aggregate Bond Index changing rules

Hi: In the news, the Bloomberg Barclays U.S. Aggregate Bond Index is changing its rules. Link --> In nod to index funds, 'Agg' bond benchmark changing rules | Reuters , Trevor Hunnicutt, 01/31/2017 One of the most widely tracked market indexes is raising its admission standards, potentially offering...
by Barry Barnitz
Sat Jan 28, 2017 2:02 pm
Forum: Investing - Theory, News & General
Topic: A time to EVALUATE your jitters
Replies: 217
Views: 154423

Re: A time to EVALUATE your jitters

HI:

Just to note. We have transcribed the original Nisiprius posting on the site's affiliate blog, Financial Page | A Bogleheads® blog.

A time to EVALUATE your jitters | Financial Page.

regards,
by Barry Barnitz
Fri Jan 27, 2017 4:56 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Target Retirement 2010 to merge
Replies: 4
Views: 1912

Vanguard Target Retirement 2010 to merge

Hi: The Vanguard Target Retirement 2010 Fund will be merged into the Vanguard Target Retirement Income Fund in July 2017. Prospectus supplement: EDGAR ONLINE - VANGUARD CHESTER FUNDS (VFFVX) - 497 - 1/27/2017 Reorganization of Vanguard Target Retirement 2010 Fund into Vanguard Target Retirement Inco...
by Barry Barnitz
Tue Jan 24, 2017 12:57 pm
Forum: Local Chapters and Bogleheads Community
Topic: South Florida Local Chapter
Replies: 265
Views: 44241

Re: South Florida Local Chapter

Hi: Here is the blog posting of LazyNihilist's summary of the January 22, 2017 South Florida Local Chapter Meeting. We made a few small modifications to the text to fit it for the blog medium and to make the post clearer for a potential general public viewer. Thank you very much for the contribution...
by Barry Barnitz
Mon Jan 23, 2017 8:15 pm
Forum: Local Chapters and Bogleheads Community
Topic: South Florida Local Chapter
Replies: 265
Views: 44241

Re: South Florida Local Chapter

Hi: I was wondering if you would like to fashion a guest author blog entry from your forum post for our site's blog. I fashioned a first cut edit as a beginning template for transference. The bolded items are headers, and the numbers indicate a subheader. For reference, we added Upcoming events | Fi...
by Barry Barnitz
Mon Jan 23, 2017 4:13 am
Forum: Local Chapters and Bogleheads Community
Topic: New feature: Upcoming events| Financial Page
Replies: 2
Views: 722

New feature: Upcoming events| Financial Page

Hi: We have added a new "Upcoming events" feature to the bogleheads.org. blog, Financial Page, by incorporating a google calendar into a blog page. For easy access we have placed the page on the blog header ---> Financial Page | A Bogleheads® blog . Here is a direct link to "Upcoming ...
by Barry Barnitz
Sat Jan 21, 2017 3:22 pm
Forum: Forum Issues and Administration
Topic: scheduled down time morning of January 22
Replies: 13
Views: 1776

Re: scheduled down time morning of January 22

Hi:

I have posted the message on the forum's Financial Page blog, which is independent of the server. This will allow the message to remain visible and accessible during whatever outage ensues:

Announcement: Bogleheads.org down time Sunday, January 22 | Financial Page
by Barry Barnitz
Wed Jan 18, 2017 1:14 pm
Forum: Investing - Theory, News & General
Topic: An index isn't an index isn't an index...
Replies: 23
Views: 3069

Re: An index isn't an index isn't an index...

Some distinguishing features of CRSP indexes, according to Vanguard---> A closer look at CRSP [link fixed --admin LadyGeek] Unlike other domestic providers, CRSP doesn’t use a fixed number of names to construct an index. Instead, it ranks every stock by market capitalization and then forms its index...
by Barry Barnitz
Thu Jan 12, 2017 2:09 pm
Forum: Investing - Help with Personal Investments
Topic: I'm weary of unitized funds...is it irrational?
Replies: 21
Views: 1666

Re: I'm weary of unitized funds...is it irrational?

Here are some reading materials via google search: DB vs. DC: How unitized accounting can make a difference - Pensions & Investments from Fidelity glossary: Unitized Shares: When a stock fund is unitized, a participant’s balance in the fund is expressed in “unitized shares” or “units” instead of...