Sentences with phrase «mfs value equity»

Not exact matches

I'm now invested in three Sun Life Global Investment (SLGI) funds: the SLGI MFS Global Growth Fund, SLGI MFS Global Value Fund and SLFI Blackrock Canadian Equity Fund.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

Benjamin Stone, IIMR, is an investment officer and international equity value portfolio manager at MFS Investment Management ® (MFS ®).

Nevin Chitkara is an investment officer and a value equity portfolio manager at MFS Investment Management ® (MFS ®).

I have been investing in the following SIPs since 3 months with an additional investment of 1 lakh each on every fund: • Birla Sunlife Frontline Equity (Regular Growth)-- 10000 • Tata Balanced Fund (Regular Growth)-- 10000 • ICICI Pru Value Discovery (Regular Growth)-- 15000 • UTI Midcap Fund (Regular Growth)-- 15000 I wish to invest 25lakhs in MF to get regular income after 3 years through SWP.

From the time of the budget I had been noticing that there's a downward trend in the MFs and some of my invested funds such as ABSL Balanced 95 Fund, ABSL Equity Fund, L&T India Prudence Fund, L&T Emerging Businesses Fund and Kotak Select Focus have plummeted in value like anything.

Over the recent three - and five - year periods, the MFS Global Equity Fund added little to no value over its reference ETF portfolios.

Direct Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund GROWTH — 2000 / month (10 year horizon)

Long term Large Cap MF for 10 yrs Birla sl frontline equity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS &mdashequity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS &mdashEquity - ELSS — 1000

I have invested Rs. 4.5 lacs (45000 each in the below 10 MFs) Birla SL Frontline Equity — Growth, Birla SL Top 100 — Dividend, DSPBR Focus 25 — Dividend, DSPBR Focus 25 — Growth, DSPBR Micro Cap Reg — Growth, Franklin India Smaller Companies — Growth, HDFC Balanced — Growth, HDFC Mid — Cap Opportunities — Growth, ICICI Pru Value Discovery Reg — G and Kotak Select Focus Reg — Growth

I need your help in short listing the best 5,6 MFs out of my shortlisted finds which are as follows Franklin India Taxshield Axis Long Term Equity Fund ICICI Prudential Long Term Equity Fund — Tax Saving — Regular Plan TATA Balanced Fund HDFC Balanced Fund UTI Mid-cap Fund Franklin Prima plus ICICI Prudential Dynamic Fund Franklin India Smaller Companies Fund ICICI Prudential Value Discovery Fund DSP BR Microcap Fund Birla Sunlife Frontline Equity Fund

The fund management charges (FMCs) for NULIPs are capped at 1.35 % of the fund value, annually, which is much lower than the expense ratio cap of 2.50 % on equity Mutual Funds (MFs).

Unless otherwise noted all information contained herein is that of the SPDR MFS Systematic Value Equity ETF.

Large Cap Value Van Kampen Equity & Income Fund — $ 14,000 Lord Abbett Affiliated Fund — $ 8,000 Davis New York Venture Fund — $ 18,000 MFS Value Fund — $ 18,000

Direct Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund GROWTH — 2000 / month (10 year horizon)