Search for: "Schwab Investor Money Fund"
Results 61 - 80
of 100
Sort by Relevance
|
Sort by Date
5 Jan 2011, 1:17 am
If the advance funding of corporate governance ref [read post]
28 Apr 2010, 12:49 pm
A federal court has held that Schwab's mutual fund managers contradicted its policy of limiting money invested in a particular industry to 25 percent. [read post]
23 Apr 2010, 2:41 am
But whatever else may be said, $600 million is a lot of money. [read post]
22 Apr 2010, 6:03 pm
Like Schwab’s Yield Plus fund, SWYCX was marketed as an ultra short-term bond fund and an alterative to money market holdings or cash. [read post]
14 Apr 2010, 8:25 am
Schwab touted its YieldPlus Fund as a near cash equivalent or money market fund. [read post]
24 Mar 2010, 8:55 pm
Schwab contends that it never misrepresented the fund when it compared it to money market funds. [read post]
17 Feb 2010, 11:57 am
Eight of those index funds were offered by Charles Schwab. [read post]
11 Jan 2010, 4:56 pm
Schwab YieldPlus Funds: This ultrashort bond fund lost 35.4% in 2008. [read post]
8 Jan 2010, 11:27 am
Major Wall Street firms still handled 48% of individual investors’ managed money at the end of 2008, while independent advisers handled 19%, according to Cerulli. [read post]
21 Dec 2009, 10:14 am
One of the leading private advocacy groups in the country is urging investors who lost money in the Charles Schwab YieldPlus funds to opt out of the class action lawsuit so they can file individual arbitration claims. [read post]
16 Dec 2009, 9:23 am
The brokers who sold the Schwab Yield Plus fund are not targets of investor claims. [read post]
13 Dec 2009, 7:22 am
In particular, there have been a number of cases filed in recent months by investors who lost substantial portions of their investments placed in bond funds, like Schwab YieldPlus and Regions Morgan Keegan Bond Funds. [read post]
1 Dec 2009, 8:57 am
Investors who purchased the Schwab Yield Plus (SWYPX and SWYSX) money market funds, have until December 28, 2009, to decide whether to remain in the pending class action lawsuit or affirmatively "opt out" and pursue a securities arbitration claim. [read post]
17 Nov 2009, 2:14 pm
The losses suffered by YieldPlus investors were ultimately caused by Schwab’s attempt to increase the yield of its YieldPlus Fund to attract money market investors. [read post]
9 Nov 2009, 8:31 am
But Schwab advertised the fund as a low-risk alternative to money market funds that may fluctuate minimally. [read post]
2 Nov 2009, 2:15 pm
The Schwab YieldPlus Fund, which was misrepresented to investors as low risk alternative to a money market fund, lost over 50% of its reported net asset value in 2007 and 2008. [read post]
20 Oct 2009, 5:43 am
The Schwab Yield Plus Funds - the Schwab Yield Plus Funds Investor Shares (SWYSX) and the Schwab Yield Plus Funds Select Shares (SWYPX) - were initially offered as an safe, conservative investment alternative to money market accounts. [read post]
1 Oct 2009, 11:01 am
These arbitrations and actions allege that Charles Schwab misrepresented the Schwab YieldPlus Fund as a safe alternative to money market funds, and misrepresented or omitted other important facts about the funds, such as the fact that the fund's holdings were over-concentrated in toxic mortgage backed securities. [read post]
16 Sep 2009, 7:43 am
"We continue to receive inquiries from investors who acquired the YieldPlus Fund as a result of Schwab's misrepresentation of it as a suitable alternative to a money market fund," said J. [read post]
10 Sep 2009, 1:33 pm
Specifically, the Kellys' arbitration claim (FINRA Case No. 08-02307) alleged that Charles Schwab marketed and sold the Schwab YieldPlus Funds as a conservative investment alternative to money market funds. [read post]
