Sentences with phrase «allocation fund seeks»

Franklin Templeton Global Allocation Fund seeks total return by investing in a diversified portfolio of equity and fixed income securities supplemented by a tactical investment strategy, which may include cash and financial derivative instruments designed to allow the Fund to adjust its exposure to asset classes, geographic regions, currencies and market sectors.

The Allocation Fund seeks to capitalize on anticipated fluctuations in the financial markets by changing the mix of the Allocation Fund's holdings in the targeted asset classes.

The Strategic Allocation Fund seeks current income and moderate appreciation of capital.

Aggressive allocation funds seek to provide long - term capital appreciation by investing 70 % or more of their assets in equities,...

Moderate allocation funds seek to provide a balance of capital appreciation and income by investing around 50 % to 70 % of their assets in equities and the remainder in fixed income and cash.

Not exact matches

There are also income and real return strategies which are managed to help take advantage of certain outcomes, and world allocation funds which give fund managers the flexibility to seek opportunities anywhere in the world.

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

Invests in shares of an underlying fund, AFIS Asset Allocation Fund, while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futufund, AFIS Asset Allocation Fund, while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futuFund, while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

We have determined the annualized payment to each hospital and seek to fund each hospital to their full annualized allocation by December 31.

By vetoing 126 items in total, the senator said Cuomo sought to trim what he saw as unnecessary pork from the state budget, but Addabbo said the money was for old projects that never got all their previously promised cash and the local funding allocations were a fraction of the total $ 132.6 billion state budget.

New York Commissioner of Education Gordon M. Ambach said he made his decision to seek an injunction barring next July's distribution of Title I funds to states after learning that ed will make those allocations on the basis of 1970, rather than 1980, figures from the U.S. Census Bureau.

I take no position here on the «best» allocation of state funds but merely seek to document the tradeoffs facing state and local governments.

The budget reflects some dedicated funding directed towards these potential new students, including a one - time allocation of $ 500,000 to UC Berkeley's Underground Scholars Initiative, which assists formerly incarcerated students on campus and supports currently incarcerated students seeking to transfer to a UC.

The committee opposed multiple amendments seeking to increase funding allocations for Title I, Head Start, school counseling, arts education and several other important education programs.

In addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Funds.

The fund seeks capital appreciation through the use of a dynamic asset allocation strategy, across stocks, bonds, and cash instruments.

An asset allocation Fund with an investment objective to seek current income with a secondary focus on capital appreciation.

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund Read More

Global Tactical Asset Allocation (GTAA) funds, which seek to take advantage of changing market conditions while maintaining a globally diversified portfolio, have suffered recent underperformance.

Consider this fund if you are seeking a balanced portfolio of stocks and fixed income securities and the oversight of an industry veteran (Tom Bradley) to make asset allocation and rebalancing decisions on your behalf.

Lifecycle funds, also known as target date funds, are getting popular among investors who seek optimum asset allocation for their retirement investments.

There are also income and real return strategies which are managed to help take advantage of certain outcomes, and world allocation funds which give fund managers the flexibility to seek opportunities anywhere in the world.

Emphasis is placed on diversification and credit analysis as the Fund seeks to maximize total return and minimize risk through sector allocation and duration management.

The fund's investment goal is to seek the highest level of long - term total return consistent with its asset allocation.

When it comes to investing, both managed accounts and target funds essentially give you an asset allocation strategy — that is, they help you divvy up your assets between stocks and bonds in a way that seeks to strike an acceptable balance between risk and return.

As a result, the Fund may appeal to investors seeking a broadly diversified equity asset allocation plan in one fFund may appeal to investors seeking a broadly diversified equity asset allocation plan in one fundfund.

While both types of funds seek to deliver potential returns, understanding the difference between them will help an investor decide on his / her asset allocation.

The Allocation Fund's investment objective is to seek long - term total return from capital appreciation and income.

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity.

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities.

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity.

For those seeking early retirement, Nordman recommends holding a portfolio of passively managed index funds with low expense ratios and an asset allocation of at least 80 percent stocks.

The Fund seeks to generate income from fixed - income and equity investments and strategically uses asset allocation with a goal of providing an attractive income stream.

The concept of an ETF of ETFs finds its roots in traditional target - date and other asset allocation funds that seek to provide simple investment solutions.

The Fund will seek to achieve its investment objective through a process that will incorporate both a top - down approach to sector allocation and a bottom - up approach to security selection.

The fund seeks to provide capital appreciation and income consistent with its current asset allocation.