Sentences with phrase «investment in a particular fund»

Also what should be the factors / criteria based on which I should stop investment in a particular fund?

Investment in a particular fund is primarily a function of the return and risk appetite of the investor, which in turn is governed by the investment objective of the investor.

Not exact matches

If you've been sitting on the sidelines of emerging markets and are ready to get back in, Jurrien Timmer, director of global macro for Fidelity Investments in Boston, recommends buying particular stocks and geographically targeted funds rather than a broad index or exchange - traded fund spanning the entire developing world.

They set up their first private - equity fund several years ago with $ 70 million in investment capital; they just raised another $ 100 million, to support a second pool aimed at their particular investment niche.

The e-hailing model in particular has experienced strong growth given both annual investment funding and market penetration.

The tax free funds may be exposed to risks related to a concentration of investments in a particular state or geographic area.

In particular, we think an increase in investment spending, to the extent that it is bank funded, should fuel bank credit growth and benefit the French banking sectoIn particular, we think an increase in investment spending, to the extent that it is bank funded, should fuel bank credit growth and benefit the French banking sectoin investment spending, to the extent that it is bank funded, should fuel bank credit growth and benefit the French banking sector.

None of its actively managed funds — in which a manager actually decides to make investments in a particular company — has a stake in a gun manufacturer.

Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.

This information should not be relied upon by the reader as research or investment advice regarding any fund, issuer or security in particular.

The fund will be more susceptible to these risks than other funds because it may concentrate its investments in a limited number of issuers and currently focuses its investments in particular sectors.

Furthermore, the fund has the flexibility to focus its investments in particular types of securities.

To select from all 529 plans using a particular investment manager or fund company, type in any part of the investment manager's name and click Go.

This information should not be relied upon by the reader as research or investment advice regarding the funds or any issuer or security in particular.

Definition: Sector funds that are restricted to investing in a particular sector.Advice: These investments may prove appealing when one particular sector is greatly outperforming the market as a whole, but as long term investments they're no better than a diversified portfolio.

Furthermore, hedge funds in particular may have highly tactical investments along with less frequent and less stringent reporting requirements which does not provide investors with a picture of holdings on any given day

Short - term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.

«The key to asset location is to place the most tax efficient assets into taxable investment accounts and the most tax inefficient assets into the tax - deferred / Roth accounts, said Ben Westerman, senior vice president at HM Capital Management, in St. Louis, Mo. «Index funds (in particular the S&P 500 Index) are the most tax efficient investment vehicles,» Westerman said.

«I, personally, am quite positive about Chinese investment in the UK and in this particular case the Chinese are not involved in the operations side of nuclear power — it's the funding.

The foundations of the industrial labs» greatness, Isaacs continued, were «sustained funding,» long - term investment toward large and important goals, and an overriding sense of mission associated with achievement in a particular area of endeavor.

Previous work on the impact of philanthropy in education terms these types of status quo investments as «lower leverage» grants, which can include funding for efforts in professional development, unrestricted or general purpose grants to schools, or special - purpose grants to fund a particular program or activity (e.g. arts enrichment).4 The contrasting approach — the «higher leverage» investment — is investment with the potential to exert systemic influence on public education, which can be divided into two broad categories: 5

The kinds of accounts you use to hold particular investments — and the order in which you take funds from them — matters for your tax bill when you're retired.

Short - term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns.

Also the past performance may not ensure that a particular fund will repeat the same or still better performance.it is always better that we predetermine our expected return and once this is achieved rebalance the portfolio.After all paper profits won't make us rich until they show up in our bank account.Mutual funds will definitely give better returns than some other traditional avenues but greed should not override our investment horizon.

-LSB-...] Thanks for visiting!As you might expect, most of my personal investments are safely tucked away in index funds, those mutual funds designed to track the performance of a particular stock market index.

In particular, many funds that own these are not permitted to own other than investment - grade securities.

Many investments in the 401 (k) accounts don't have standard symbols, making it almost impossible to use existing tools to look into the asset allocation of a particular fund;

When investing in index funds, your investments are pooled into the companies that make up a particular index, such as the S&P 500.

There are thousands of mutual funds, many of them specializing in a particular type of investment.

Basically, if you have a large percentage of your money investment in one particular stock, bond, or mutual funds you're exposing yourself to unnecessary risk.

You could simply look at how that particular fund performed in the last year, or the last number of quarters, and make an investment decision based on that.

Investment in these types of funds does not guarantee against losses or that a particular return at the target date will be achieved as factors such as investment amount or savings rate are not cInvestment in these types of funds does not guarantee against losses or that a particular return at the target date will be achieved as factors such as investment amount or savings rate are not cinvestment amount or savings rate are not considered.

You can avoid this particular kind of charge by choosing no - load funds (but other fees and expenses may apply to continued investment in the fund).

Target Date Funds are investments in securities that attempt to rebalance asset allocations according to a particular time horizon generally becoming more conservative as the fund's target year is reached.

Once invested in a particular investment option, contributions and any earnings may be transferred to another investment option twice per calendar year or upon a transfer of funds to an MESP account for a different eligible beneficiary (see the Plan Disclosure Booklet for more information).

If you are considering becoming in impact or socially responsible investor, make sure you've asked these questions of yourself and about the particular fund or investment you're considering.

You can find out what investments your ETF holds, their relative weighting in the fund and if the fund has changed its position in any particular investment.

You simply have to quote the number to make any investments in the particular scheme or even invest in any other scheme of the same mutual fund house.

When it comes to finance it's easy to look at data as inherently predictive, but don't take it for granted, in particular when considering how to allocate your funds or when weighing alternative investments.

You are still end up with shares in many different investments at once, but the performance of the fund overall tracks a particular index.

Once you invest in a particular investment option, you can transfer contributions and any earnings to another investment option up to twice per calendar year or upon a transfer of funds to a Minnesota College Savings Plan account for a different beneficiary.

Hypothetical illustrations are not exact representations of any particular investment, as you can not invest directly in an index or fund - group average.

Any offer or solicitation will be made only by means of delivery of a prospectus relating to a particular fund or investment management contract to qualified investors in those jurisdictions where permitted by law.

Thanks for the quick reply, Since I'm new to the MF's could you please suggest me in particular any 5 funds good for sip investment now.

The cash value investment options are similar to mutual funds in that there's a particular set of securities that the money would be invested in, such as:

To find information on a particular fund's expense ratio, please consult the fund's prospectus or view the fund's current Morningstar ® report by clicking on the fund name displayed in your The HSA Authority Investment account.

Tax - saving implies that there are certain provisions in the Indian Income Tax Act that allows an individual to save tax by investment in some particular investment instruments (like ELSS mutual funds or Life insurance premium etc., under Section 80c) or when the taxpayer has incurred some expenses on which tax liability can be minimized to some extent (Example — HRA, LTA etc.,).

Commission - based advisors, in particular, may profit off churning your investments or pushing you toward certain products or services that may not align with your financial goals, such as funneling your money into expensive mutual funds when a low - cost ETF could offer the same benefits.

The minimum investment for the I Share in this particular fund is $ 1 million.

Mutual funds are pools of assets that are invested by professional managers, either in general investments or in a particular sector.