Not exact matches
The National Association of Real Estate Investment Trusts («NAREIT») defines
funds from operations («NAREIT FFO») as net
income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (
ii) impairment of depreciable real estate and in substance real estate
equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.
The top 25 mutual
funds according to Kiplinget.com as of September 30, 2009 are:
FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of ass
FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme
Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of ass
Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price
Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International
Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox
Income DODIX Fidelity Intermediate Municipal
Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual
funds cover a wide variety of assets.
The
fund invests (i)
equities (
ii) convertible securities of U.S. companies without regard to market capitalization and (iii) employs short selling and enters into total return swaps to enhance
income and hedge against market risk.
River Road Dividend All Cap Value
Fund II has an
Equity Income Objective, seeking to achieve income and capital appreci
Income Objective, seeking to achieve
income and capital appreci
income and capital appreciation.
SBI Magnum MidCap
Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip
Fund — Gr — rs. 2000 Birla Sun Life Frontline
Equity Fund — Gr — rs. 2000 Birla Sun Life Monthly
Income Plan
II — Wealth 25 — Gr — rs. 2000 Tata Balanced
Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery
Fund Gr — rs. 1000 UTI MNC
Fund — Gr — rs500 Axis MidCap
Fund — Gr - rs5500 Axis Long Term
Equity Fund — Gr — rs. 1000 Kotak Emerging
Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30
Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35
Fund — Gr — rs. 3000 Reliance Pharma
Fund — Gr — rs. 3000 Reliance Small Cap
Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging
Equities — Growth — rs1000 HDFC Mid Cap Opportunities
Fund Growth — rs1000 UTI - Transportation and Logistics
Fund - Growth — rs500 UTI - Transportation and Logistics
Fund - Growth — rs500 DSP BlackRock Micro Cap
Fund — Gr — rs1000
AdvisorOne
Funds, AmericaFirst Quantitative
Funds, Arrow ETF Trust, BlueArc Multi-Strategy
Fund, CLA Strategic Allocation
Fund, Compass EMP
Funds Trust, Copeland Trust, Equinox
Funds Trust, Forethought Variable Insurance Trust, Hays Series Trust, Miller Investment Trust, Morgan Creek Series Trust, Mutual
Fund Series Trust, Neiman
Funds, Nile Capital Investment Trust, North Country
Funds, Northern Lights
Fund Trust, Northern Lights
Fund Trust
II, Northern Lights
Fund Trust III, Northern Lights Variable Trust, OCM Mutual
Fund, The Multi-Strategy Growth &
Income Fund, The Saratoga Advantage Trust, Vertical Capital
Income Fund, Total
Income + Real Estate
Fund, Tributary
Funds, Inc., Two Roads Shared Trust and Princeton Private
Equity Fund.
Remember, i) you paid
income tax on the salary / earnings that originally
funded your
equity investment,
ii) the company then paid
income tax on the earnings from your investment, and iii) you finally paid
income tax again on your (paid) share of the earnings from your investment.