Article: California Society of Enrolled Agents: Many Average Investors Make Costly Tax Mistakes When Mutual Funds Are Sold.

Article: Don't forget reinvested dividends
The Boston Globe;  March 17, 1992 ;     111 words ...In figuring your gain on mutual fund sales, don't forget to factor in any extra shares...investors end up paying too much tax when they sell their mutual fund holdings because they fail to subtract from the sale proceeds the value of shares acquired with reinvested dividends over the ...

Article: An examination of mutual fund expense ratios before and after the 2003 mutual fund late-trading scandals.(Report)
Review of Business Research;  March 1, 2007 ;     700+ words ...ABSTRACT The improper behavior of some mutual fund managers came to the attention of the...time that they came to understand that mutual fund managers might not always be acting...shareholders. It is also likely that mutual fund sponsor organizations began to fear...

Article: Sites sort through ocean of mutual fund data.
Investment News;  May 7, 2001 ;     549 words ...* Mutual fund research With more than 11,000 mutual...Includes benchmarking data using Lipper mutual fund indexes, customized reports utilizing...research into the trends affecting the mutual fund industry. * SocialFunds at socialfunds...

Article: Group discusses mutual fund mess; Momentum is building for action by Congress, SEC
Telegraph - Herald (Dubuque);  November 15, 2003 ;     700+ words ......Investors' outrage is building over the mutual fund scandal, and many with money in implicated...advisory group met Friday to discuss the mutual fund debacle and initiatives to overhaul...campaign donations from the well-heeled mutual fund and brokerage industries, and an SEC...

Article: Mutual fund reforms on front burner
The Record (Bergen County, NJ);  November 16, 2003 ;     700+ words ......Record (Bergen County, NJ) 11-16-2003 Mutual fund reforms on front burner By MARCY GORDON...Public outrage is building over the mutual fund scandal, and investors in implicated...advisory group met Friday and discussed the mutual fund debacle and new government initiatives...

Article: Sea changes in fund channels means rising market tides.(mutual fund marketing)
Accounting Today;  February 12, 2001 ;     700+ words ...No one can doubt that mutual fund marketers are pleased with their work in the last decade. Assets at mutual fund companies have grown from $1 trillion...distribution channels that serve the mutual fund companies. According to the Investment...

Article: For mutual funds the scandal is what has remained legal; Too much money flows to mutual fund managers.(Adviser's Bookshelf)(Reprint)
Investment News;  January 28, 2008 ;     700+ words ......scandals of the 1990s - the $7 trillion mutual fund industry. There has been relatively...exorbitant amount of money that flows to mutual fund managers at investors' expense. The...amount of money taken from investors by mutual fund company managers is outsized and little...

Article: REVIEW OF CURRENT INVESTIGATIONS AND REGULATORY ACTIONS:CARL LEVIN REGARDING THE MUTUAL FUND INDUSTRY: FUND COSTS AND DISTRIBUTION
Congressional Testimony;  March 31, 2004 ;     700+ words ......and Regulatory Actions Regarding the Mutual Fund Industry: Fund Costs and Distribution...the abuses associated with the recent mutual fund scandals. Your series of hearings shows...abuses have sullied an industry. These mutual fund abuses should not be allowed to infect...

Article: SEC endorses 4 p.m. end to mutual fund trading
The Milwaukee Journal Sentinel;  December 4, 2003 ;     700+ words ...SEC endorses 4 p.m. end to mutual fund trading By KEN MORITSUGU Knight Ridder...rules to combat trading abuses in the mutual fund industry. The five-member commission unanimously endorsed a proposal to cut off mutual fund trading at 4 p.m. Eastern time each...

Article: DC plan sponsors address mutual fund scandals: Prompt, forthright communication key to navigating touchy issue.(District Of Columbia)
Employee Benefit News;  July 1, 2004 ;     700+ words ......time you turn around, there's another mutual fund settlement grabbing headlines. Government...communicate with their plan participants about mutual fund scandal, says Ann Mahrdt, a director...marketing and disclosure practices in the mutual fund industry. Results show investors ...

Article: 'Recent Market Volatility Doesn't Concern Me' Says Survey of Schwab Mutual Fund Investors.
PR Newswire;  October 26, 1998 ;     700+ words ...Investors' Mutual Fund Portfolios Didn't Perform as Well...1998, and 20 plan to increase their mutual fund investments, reveals the inaugural...three (63) participants say their mutual fund portfolio has not performed as well...

Article: MUTUAL FUND: INVESTORS SHOULD OPT FOR LONG-TERM PLAN
The Hindustan Times;  May 5, 2008 ;     670 words ......HT Syndication. Guwahati, May 5 -- What is the mutual fund? The mutual fund is a fund set up by investment companies known...dividend and redemption of capital by investors. The mutual fund companies collect a large common pool of money...

Article: SEI Investments Teams With Vertical Management Systems, Inc. (VMS) to Deliver An Integrated, Internet-Based Mutual Fund Processing Solution.
PR Newswire;  July 20, 2001 ;     672 words ......management, investment technology and mutual fund processing solutions, announced an agreement...leader in software and data solutions for mutual fund processing, to develop and market an...automated, straight-through solution linking mutual fund automation tools with investment ...

Article: Taxing mutual fund scandal fines and penalties.
Accounting Today;  October 11, 2004 ;     700+ words ......season, the regulatory fallout from the mutual fund scandals will leave tax practitioners...and expenses relating to the recent mutual fund scandals. Those scandals blew open when...Canary Capital, that ultimately harmed mutual fund investors. Initially, Harrington's disclosure...