The “Many Faces” of Mutual Fund Revenue Sharing
John A. Haslem
The Journal of Beta Investment Strategies Winter 2014, 5 (3) 59-72; DOI: https://doi.org/10.3905/jii.2014.5.3.059
John A. Haslem
is Professor Emeritus of Finance in the Robert H. Smith School of Business at the University of Maryland in College Park, MD.
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In this issue
The Journal of Beta Investment Strategies
Vol. 5, Issue 3
Winter 2014
The “Many Faces” of Mutual Fund Revenue Sharing
John A. Haslem
The Journal of Beta Investment Strategies Nov 2014, 5 (3) 59-72; DOI: 10.3905/jii.2014.5.3.059
Jump to section
- Article
- Abstract
- DIRECTED BROKERAGE AND REVENUE SHARING
- USE OF 12B-1 FEES
- DEFENSIVE 12B-1 PLANS
- DISTRIBUTION WITH A DIFFERENCE
- REVENUE-SHARING NUANCES
- TYPES OF REVENUE-SHARING PAYMENTS
- FUND VIEWS AND ACTIONS
- REVENUE-SHARING SUMMARY
- DISCLOSURE ISSUES
- REVENUE SHARING AND 401(K) PLANS
- PENSION PLAN SUBTRANSFER AGENCY FEES
- SCHWAB REVENUE SHARING
- THE SEC VERSUS EDWARD D. JONES
- MORGAN STANLEY DISTRIBUTION FEES
- CONCLUSION
- REFERENCES
- Info & Metrics
- PDF (Subscribers Only)
- PDF (Subscribers Only)
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