Hearings, Reports and Prints of the Senate Committee on Banking and CurrencyU.S. Government Printing Office, 1967 - Banking law |
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Page 40
... purchase of life insurance may involve a front - end load , life insurance purchasers - whose primary reason for buying = insurance is to provide support for their dependents if they die- immediately receive the full measure of the ...
... purchase of life insurance may involve a front - end load , life insurance purchasers - whose primary reason for buying = insurance is to provide support for their dependents if they die- immediately receive the full measure of the ...
Page 55
... purchases represented 17 percent of all mutual fund purchases while last year it had increased to over 22 percent . California also leads the nation in the purchase of mutual funds shares per capita . In 1966 per capita purchases of ...
... purchases represented 17 percent of all mutual fund purchases while last year it had increased to over 22 percent . California also leads the nation in the purchase of mutual funds shares per capita . In 1966 per capita purchases of ...
Page 56
... purchases in California . This decline in purchases may be traced to a decline in the purchases of shares in the Insurance Securities Trust Fund , which sells exclusively in that State . Excluding the purchases of this Fund , total ...
... purchases in California . This decline in purchases may be traced to a decline in the purchases of shares in the Insurance Securities Trust Fund , which sells exclusively in that State . Excluding the purchases of this Fund , total ...
Page 108
... purchase-- Odd - lot difference on purchase --- Commission on sale of shares .. Odd - lot difference on sale ...... . New York transfer tax._ . Total transaction costs . Cost of nondiversification______ Total costs_____ As a percent of ...
... purchase-- Odd - lot difference on purchase --- Commission on sale of shares .. Odd - lot difference on sale ...... . New York transfer tax._ . Total transaction costs . Cost of nondiversification______ Total costs_____ As a percent of ...
Page 145
... purchases , often beginning at the $ 25,000 level though some have breakpoints at $ 10,000 , $ 12,500 or $ 15,000 ... purchase of investment company shares was below $ 5,000 in 83 percent of the cases surveyed , and below $ 10,000 in ...
... purchases , often beginning at the $ 25,000 level though some have breakpoints at $ 10,000 , $ 12,500 or $ 15,000 ... purchase of investment company shares was below $ 5,000 in 83 percent of the cases surveyed , and below $ 10,000 in ...
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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