Sentences with phrase «type fund name»

Not exact matches

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

Lipper Index — The Lipper Index is a name that specifically applies to a special form of rating system and also for a given type of mutual fund performance tracking system.

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.

Index funds will also behave differently depending on which type of index they track, which is often indicated in the fund name by an abbreviation such as «TRN».

Grab your mutual fund statement then visit one of these websites and type in the name of your fund into the search box.

Request you to please suggest (in as much detail as possible) as to in which funds (both funds name and type of funds) that i should invest this 50k / month over a period of 10 years to achieve my target stated above.

It's like taxonomy in biology (only easier and less Latin), where the fund type or category is built into the name.

Quite often this type of fund is not discernible from its name alone, but rather through prospectus wording.

A more established fund of this type is Lazard Asset Management's U.S. Equity Concentrated Portfolio, which holds about 20 names.

Morningstar's Instant X-Ray tool Enter the name or ticker symbol of one or more funds and you'll get a breakdown of assets by type, market sector and investing style.

Mutual funds are able to invest across industries and asset classes, but U.S. law also requires them to allocate at least 80 % of their assets to the investment type implied by their names.

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.

For example, most of the time, American Growth Fund holds around half of the types of securities that its name leads one to believe it holds (large - cap growth).

Tracking of corporate actions with comprehensive, timely information for numerous corporate action types, including mergers, rights offerings, tender offers, name changes, bankruptcies, recapitalizations, cash dividends, stock dividends, mutual fund payments, exchange listing changes and other shareholder notifications

According to agents, many companies in California — including Safeco, Fireman's Fund, Allstate and CSE to name a few — use some type of credit or insurance score as one factor in underwriting new business.

«Morris Animal Foundation's rapid response fund was set up just for these types of needs, and I am honored that the Foundation would dedicate this special fund in my name.»

The content of the letter had, most likely, been innocuously presented by the car insurer's claims advisor to Mr. K.'s legal clerk to type up and sign in my name, possibly under the guise of saving me a trip to their office to sign it and speed up my getting the funds.

The name, monthly income plan, is more of a mutual fund industry parlance, and these types of plans are mostly referred to as monthly guaranteed income plans, assured monthly income plans or monthly pension plans in the life insurance sector.

You also must not be knowing there are many fraud chit fund type companies cheating people in the name of saving in those places where even state or central government administration are unable to make their presence.

Before the interview, research the company's mission statement, recent news (type the company name into Google News), product / service offerings, and funding history (on Crunchbase).

Age Desc: Resale, Amenities: Homeowners Assoc, Amenities: Swimming Pool, Appliance Desc: Ctop, Assoc Fee Desc: Required, Assoc. Fee Includes: Fire Ins, Assoc. Fee Includes: Ext Maintenance, Assoc. Fee Includes: Garbage, Assoc. Fee Includes: Pest Control, Assoc. Fee Includes: Reserve Fund, Basement Desc: None, Amenities: Business Center, Dock: None, Disability Access: None, Exterior: Walk out balcony, None, Heat Type: Central System, Special Circumstances: None, Unit Location: End Unit, Laundry Room, Construction Desc: Cement Siding - Not Stucco, Property Category: Residential Attached, Thermal Pane Wdws, High School: Grady, Interior: 10 ft + Ceil Main, Middle School: Inman, Unit Location: Other, Amenities: Guest Suite, Amenities: Pet Walk, Bedroom Desc: Split Bdrm Plan, Assoc. Fee Includes: Landscaping, Assoc. Fee Includes: Security, Bedroom Desc: Oversized Master, Boathouse: None, Counter Top - Stone, Shower, Parking Desc: 2 Assigned, Home Warranty: Negotiable, Setting: City View, Rooms Desc: Other, Assoc. Fee Includes: Concierge, Amenities: Conference Room, Assoc. Fee Includes: Oil, Complex: Receptionist, Lake Name: Other, Elementary School: Springdale Park, Owner Financing?

Another name for a residential bridge loan is Residential Real Estate GAP Funding or GAP Financing, because this type of loan will help you to «bridge» a «gap» in your finances.