Hearings, Reports and Prints of the Senate Committee on Banking and CurrencyU.S. Government Printing Office, 1967 - Banking law |
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Page xiv
... contractual plan versus voluntary plan .. Comparison of various savings and investment methods .. Comparison of various savings and investment methods , 10 years , 1957- 66- Completed payment record , 32,782 accounts paid up January 1 ...
... contractual plan versus voluntary plan .. Comparison of various savings and investment methods .. Comparison of various savings and investment methods , 10 years , 1957- 66- Completed payment record , 32,782 accounts paid up January 1 ...
Page 34
... plan . There are two main ways in which investors can accumulate mutual fund shares by paying relatively small ... contractual plan with which we are here concerned , is far more costly for many investors . Contrac- tual plans are held ...
... plan . There are two main ways in which investors can accumulate mutual fund shares by paying relatively small ... contractual plan with which we are here concerned , is far more costly for many investors . Contrac- tual plans are held ...
Page 35
... contractual plan " -and I am not accusing any- body of this ; the Commission has accepted this expression so if ... contractual plans receive five or six times as much from the first year's payments as they get from selling the same ...
... contractual plan " -and I am not accusing any- body of this ; the Commission has accepted this expression so if ... contractual plans receive five or six times as much from the first year's payments as they get from selling the same ...
Page 36
... contractual plans , even the contractual planholder who makes all pay- ments as scheduled . He is penalized since he will have a smaller pro- portion of his payments invested and working for him than if a level sales load had been ...
... contractual plans , even the contractual planholder who makes all pay- ments as scheduled . He is penalized since he will have a smaller pro- portion of his payments invested and working for him than if a level sales load had been ...
Page 38
... plan sponsors is that its members offer purchasers who have not made a second payment an absolute 30 - day right of ... contractual plan accounts showed that the percent of investors who redeemed or lapsed front - end load plans sold ...
... plan sponsors is that its members offer purchasers who have not made a second payment an absolute 30 - day right of ... contractual plan accounts showed that the percent of investors who redeemed or lapsed front - end load plans sold ...
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Common terms and phrases
advisory fees amendment amount average banks broker-dealers brokerage capital gains Chairman COHEN Commission's committee common stock compensation competition Congress contractual plan corporate costs court dealers distribution dividends economic effect equity Exchange Commission fact fee rates fiduciary firms front-end load Fund Plan Sponsors fund sales fund's gross growth holders income investment adviser Investment Company Act Investment Company Institute legislation load funds management fees Massachusetts Investors Trust ment million mutual fund industry mutual fund investors Mutual Fund Plan mutual fund shares NASD net asset value paid payments percent performance period persons planholders portfolio president profits proposal purchase question reasonable reduced reinvestment sales charges sales load salesmen sample Section 22(d securities business selling Senator BENNETT Senator MCINTYRE Senator PROXMIRE Senator WILLIAMS statement Stock Exchange substantial survey tion transactions unaffiliated directors voluntary plan Wellington Fund York Stock Exchange