Sentences with phrase «flexible income fund»

We manage a large public mutual fund, the Angel Oak Multi-Strategy Income Fund, as well as a high - yield corporate bond strategy, the High Yield Opportunities Fund; and a fund called the Flexible Income Fund, which is a public fund.

To pursue its investment objectives, the Flexible Income Fund invests in both debt and equity securities.

With respect to debt securities, the Fund managers perform extensive fundamental investment research to identify investment opportunities for the Flexible Income Fund.

The Buffalo Flexible Income Fund seeks to generate high current income and, as a secondary objective, long - term growth of capital.

(As of 3/31/18)-- The Buffalo Flexible Income Fund delivered a return of -3.45 % for the quarter.

The investment objective of the Buffalo Flexible Income Fund is primarily the generation of high current income and, as a secondary objective, the long - term growth of capital.

The Flexible Income Fund relies on the Fund manager to undertake a careful analysis to determine the creditworthiness of the issuers of rated debt (on debt ratings by Moody's Investors Service, Inc., («Moody's) or S&P Global Ratings, («S&P»)-RRB-, as well as the issuers of debt not rated by Moody's or S&P.

The fixed income portion of the Buffalo Flexible Income Fund generated a return of -3.34 % for the quarter which underperformed the ICE Bank of America Merrill Lynch Master II Index return of -0.91 %.

The Buffalo Flexible Income Fund (BUFBX)(formerly the Buffalo Balanced Fund) invests primarily for income, with a growth component to offset inflation, using income generating bonds and common stocks.

The analysis showed a similar story to what we saw in flexible income funds: high correlation with stock funds, which led to large losses in 2008 compared with the benchmark 60/40 portfolio.

Not exact matches

The fund — to be overseen by LMM LLC, owned by Legg Mason and Miller — will have a «flexible» investment style «intended to generate a high level of income from a wide array of sources,» according to the SEC filing.

FHA loans are a good option for first - time borrowers who don't have a lot of funds available for a down payment or who need a loan with more flexible income requirements.

Transamerica is proposing a rare reorganization of a closed - end fund (Transamerica Income Shares, Inc.) into one of their open - end funds, Transamerica Flexible Income (IDITX).

The fund's managers adhere to a disciplined, flexible and opportunistic approach, working to maximize income while maintaining prospects for capital appreciation.

Franklin Income Fund's flexible approach has delivered solid long - term returns to its shareholders.

One of the most effective options is to open a registered retirement income fund (RRIF)- one of the most flexible and tax - effective ways of generating income in retirement.

The Flexible Income and High Yield Funds may invest in lower - rated and non-rated securities presents a greater risk of loss to principal and interest than higher - rated securities.

Pursuing income with an all - weather bond portfolioDiverse opportunities: The fund invests across all sectors of the U.S. bond market, including mortgage - backed, corporate, and government bonds.A flexible strategy: The portfolio managers pursue an attractive level of income, adjusting the portfolio to favor attractive sectors as interest rates and market conditions change.Leading research: The managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a competitive portfolio.

A flexible single - fund offering designed to provide broad exposure across a spectrum of fixed - income investments.

The Franklin Absolute Return Bond Fund offers a flexible mandate that brings diversification to both the returns and risk profile of an investor's fixed income allocation.

The next category of bond funds is referred to by Lipper as flexible income — a group that also invests in a wide variety of bonds, from Treasuries to high yield to corporates.

tax implication is tax free if it is more than one year.now i have parked tata treasury manager fund direct growth option and icici flexible income Direct growth.if investing in balanced funds (will fetch better tax free return) is better can i go far this balanced fund.

So, he came to terms with investing in bond funds, and he's looking into strategies like our Flexible Income approach that are designed to adapt to changing interest rates.

For investors looking for alternatives to high fee fixed income mutual funds, or for those that have been hesitant to invest directly in bonds, fixed income ETFs offer a liquid, low cost and flexible solution.

Tagged as: bonds, floating rate funds, interest rates, MFIP, Monthly Flexible Income Portfolio, short - term bonds, treasuries

Hybrid flows include asset allocation, balanced fund, flexible portfolio and mixed income flows.

IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500

Subscriber Question: I noticed that you bought a fund in the Monthly Flexible Income Portfolio (MFIP) that is ranked as a sell in your Class 4 Total Return category.

Birla Sun Life Midcap Fund Growth Direct Plan — 2000 ICICI Prudential Value Discovery Fund Growth Direct Plan — 1500 Mirae Asset India Opportunities Fund Growth Direct Plan — 2000 DSP Black Rock Opportunities Fund Growth Direct Plan — 2500 SBI Blue Chip Fund Growth Direct Plan — 2000 IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500 Motilal Oswal MOSt Focused Multicap 35 Fund Growth Direct Plan — 1500 Franklin India Smaller Companies Fund Growth Direct Plan — 1500

Although we understand that it can be confusing to see these funds in two different places, we do so because we believe these funds are useful to both equity investors and to investors seeking a low - volatility component through our flexible income strategy.

I noticed that you bought a fund in the Monthly Flexible Income Portfolio (MFIP) that is ranked as a sell in your Class 4 Total Return category.

Retirement Income Funds (RIFs) are a convenient and flexible way to defer tax on retirement savings and maintain the purchasing power of your retirement income in later Income Funds (RIFs) are a convenient and flexible way to defer tax on retirement savings and maintain the purchasing power of your retirement income in later income in later years.

Because top performing funds may also be more volatile, the Flexible Income also carefully considers a fund's potential risks.

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An income annuity allows you to convert part of your retirement funds into a stream of guaranteed lifetime income payments using a single lump - sum of money called a «premium,» or through flexible premium payments over time, depending on the type of product selected.

«The fund has a flexible strategy, investing in a broad opportunity set across geographic, sector, currency and credit opportunities to maximize income and total return potential for our shareholders.»

It is also flexible in that the cash value within the policy can be accessed via a withdrawal or policy loan to supplement their retirement income or fund a grandchild's education.

An income annuity allows you to convert part of your retirement funds into a stream of guaranteed lifetime income payments using a single lump - sum of money called a «premium,» or through flexible premium payments over time, depending on the type of product selected.

IDFC Super Saver Income Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund Growth Direct Plan — 500 ICICI Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold Fund Growth Direct Plan — 500