Monthly Archives: October 2018

Vanguard index fund net security lending income (2017)

Vanguard has a policy of returning 100% of after expense security lending income to its mutual funds that lend securities. The Statement of Additional Information to a fund prospectus itemizes security lending income and expenses so that the net percentage

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Posted in indexing, Vanguard

Update: Vanguard brokerage commission expense (1994 – 2017)

Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these

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Posted in Market statistics, Mutual funds

Schwab index fund security lending in 2017

Schwab stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax

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Fidelity index fund security lending in 2018

Fidelity stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax

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Posted in Fidelity, indexing

Bogleheads On Investing: Episode 002 – Special Guest Dr. David Blitzer, hosted by Rick Ferri

Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis

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October 2018
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