A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered to be an operational expense and, as such, is included in a fund'sexpense ratio. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets. The fee g...
What is a Form 10 Registration Statement? What is DTC Eligibility? What is a Form S-8 Registration Statement? What is Form 12b-25? What are the OTC Markets OTC Pinks? What Is the Regulation SHO Short Seller Rule? What Is A Confidential Registration Statement? What Are The OTC Markets?Abo...
Form 10 is a Registration Statement used to register a class of securities pursuant to Section 12(g) of the Securities Exchange Act of 1934 (“Exchange Act”). This blog post addresses common questions we receive from clients about Form 10 registration statements. All companies can register a ...
You can now use the Pixtral 12B foundation model from Mistral AI on watsonx.ai in the Frankfurt and London data centers. Pixtral 12B is a natively multimodal model with image-to-text and text-to-text capabilities that was trained with interleaved image and text data. The foundation model ...
(via Box 11) whether an RMD is required for the year in which you receive the form—for example, the 2023 form notes whether an RMD is necessary for 2024. Form 5498 also reports the amount of the RMD that should be taken, based on certain calculations made by the trustee (Box 12b) ...
Here’s everything you need to know about what a mutual fund is, how it works, and why they could be your most valuable tool for long-term investing.
This article presents a personal answer to the question “What is chemistry?”, set out in terms of six propositions. These cover “pureR
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these would be placed in the upper left quadrant of the style box (large and value). The opposite of this would be a small-cap growth fund that invests in startup technology companies with high growth prospects. This kind of fund is in the bottom right quadrant above (small and growth)...
Of course it could be because the fund is asuitable investment, but the prospectus offers a few other clues. Page 24 has a section entitled “Distribution plans and payments to others.” You can see that this fund charges 12b-1 fees (distribution fees) on some of the share classes and ...