X-Nico

unusual facts about mutual funds



Corporate tax in the United States

However, shareholders of S Corporations and mutual funds are taxed currently on corporate income, and do not pay tax on dividends.

Gary Weiss

The book is critical of hedge funds, mutual funds, the Wall Street securities arbitration process, the New York Stock Exchange, and former Securities and Exchange Commission chairmen Arthur Levitt and William H. Donaldson.

IberoAmerican Federation of Mutual Funds

The IberoAmerican Federation of Mutual Funds was formally founded in 2007, to integrate the mutual funds industry in the Mexico region.

National Securities Markets Improvement Act of 1996

The National Securities Markets Improvement Act of 1996 is an amendment to United States federal securities laws in order to promote efficiency and capital formation in the financial markets, and to amend the Investment Company Act of 1940 to promote more efficient management of mutual funds, protect investors, and provide more effective and less burdensome regulation between states and the Federal Government.


see also

América Móvil

With assets of over $67 billion (As of April 2012) the company is currently the largest company in Mexico by assets with Banorte very closely behind them with assets of over $59 billion (As of April 2012) It is highly likely that the company will buy a group of companies with at least $29 billion in assets in 2013 in the pension, insurance, payroll, currency exchange and mutual funds industries to secure their position as the most asset rich company in Mexico.

Corporate tax in the United States

Some types of corporations (S corporations, mutual funds, etc.) are not taxed at the corporate level, and their shareholders are taxed on the corporation's income as it is recognized.

David Mainse

Mainse served for several years at the request of mutual funds billionaire John Templeton as a judge in the awarding of the Templeton Prize.

NSAR

Form N-SAR of the U.S. Securities and Exchange Commission (SEC), required to be filed semiannually by investment companies (mutual funds, among others).

Profit Investment Management

On July 9, 1999, the Profit Fund was given a 5 star rating from Mutual Funds Magazine, and from then on has consistently provided rates of returns surpassing those of the S&P 500, Russell 1000, and Russell 2000.

Richard Burt

In addition, he has served on boards for Deutsche Bank's Scudder and Germany mutual fund families, International Games Technology, UBS mutual funds, Textron Corporation, and Alfa-Bank.

Richard Caruso

Caruso serves on various boards of other organizations including First Sterling Bank, Advanced Voting Solutions, Inc., American Capital Mutual Funds, Museum of the American Revolution and the Medici Archive Project.

Separation theorem

Mutual fund separation theorem (portfolio theory) states that, under certain conditions, any investor's optimal portfolio can be constructed by holding each of certain mutual funds in appropriate ratios, where the number of mutual funds is smaller than the number of individual assets in the portfolio.