Sentences with phrase «u.s. domiciled»

(U.S. domiciled mutual funds would include both domestic and international stock, bond, and cash investment assets.)

The ICI reported that, at the end of November 2007, U.S. domiciled mutual fund assets totaled $ 12.1 trillion, which is about a 60 % increase over total assets in mid - 2004.4

Q1: Will a U.S. domiciled motor carrier be required to manually enter the motor carrier's address in their ELD when operating with an ELD in the Canada?

They are intended to highlight specific requirements and policies for U.S. domiciled motor carriers operating in Canada with an Electronic Logging Device (ELD) or Automatic On - Board Recording Device (AOBRD).

Portfolio holdings represent only securities held in the U.S. domiciled Oakmark Funds and may not be representative of any other portfolio managed by Harris Associates L.P.

It's true that many U.S. domiciled corporations derive most of their revenue from overseas.

Not exact matches

Although a launch date has not been determined, the firm also plans on launching a U.S. - domiciled»40 Act fund in the future.

The terms of the deal will allow Pfizer to domicile in Ireland, where corporation tax is just 12.5 percent, significantly less than the 40 percent rate charged in the U.S.

The trend to inversions has been particularly strong in the pharmaceuticals sector, where many essentially U.S. - based or - focused companies have shifted their tax domicile to countries such as Ireland or the Netherlands, which have particularly generous corporate tax regimes, especially as regards monetizing patent - protected intellectual property.

The U.S. Treasury department is set to unveil its latest plans to crack down on corporations who cut their tax bills by moving their domicile abroad.

The deal values the combined company at $ 160 billion (including debt), and, as expected, is structured in such a way as to reduce Pfizer's tax bill by moving its domicile out of the U.S. to Ireland.

Exchange traded funds domiciled outside the U.S. are not offered in the U.S. or to U.S. persons.

The report, as of March 31, 2018, is now available and will be updated quarterly for U.S. - domiciled, actively managed funds that are primarily invested in equities and have at least one year of history.

The share of assets in U.S. - domiciled equity funds that are passively managed has skyrocketed from 19 % in 2009 to roughly 37 % today.

The arrest of the exchange's suspected owner was made by the FBI in Greece, and for the first time ever the U.S. had seized a foreign domiciled exchange.

Demonstrating the year's idiosyncratic character, all but two of the top five 2015 contributors and detractors were U.S. - domiciled companies.

Once again, it was a challenging year to be a U.S. - domiciled diversified global investor.

While I hold many U.S. companies, I do own stock directly in overseas domiciled companies.

On a regional basis, 43 % of the Fund's assets were invested in U.S. - domiciled companies as of September 30, while approximately 32 % was allocated to equities in Europe and nearly 21 % to Japan.

For each U.S. - domiciled fund with at least a 3 - year history, Morningstar calculates a Morningstar Rating ™ based on a Morningstar Risk - Adjusted Return measure that accounts for variations in a fund's monthly performance (including loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.

All five of the top detractors were U.S. - domiciled: Union Pacific, National Oilwell Varco, Applied Materials, Chesapeake Energy and Intel.

You are only allowed to purchase Tgt tokens if you are neither a citizen of United States of America (USA) or permanent resident of the USA, nor have a primary residence or domicile in USA, including Puerto Rico, the U.S. Virgin Islands, and any other territories of the USA.

The Fund's five largest contributors to return were all U.S. - domiciled.

Geographically, 45 % of the Fund's holdings were invested in U.S. - domiciled companies as of quarter end while approximately 45 % were allocated to equities in Europe, 5 % in South Korea and 5 % in Japan.

Our second U.S. - domiciled purchase in the quarter was Tenet Healthcare.

Yet, even though these companies have divergent competitive positions and customer characteristics, both companies are U.S. - domiciled technology concerns that are often subject to similar stock - market influences.

Oakmark International Small Cap (OAKEX) generally invests in small - cap companies domiciled outside the U.S..

Geographically, 48 % of the Fund's holdings were invested in U.S. - domiciled companies as of December 31, while approximately 52 % were allocated to equities in Europe and the U.K.

Canadian - and Mexican - domiciled drivers will also be required to use ELDs when operating on U.S. roadways.

Once approved for participation in the Pilot Mexico - domiciled motor carriers to are authorized to operate beyond the municipalities and commercial zones along the U.S. - Mexico border.

This Pilot is the first step in the negotiated resolution of the 2001 NAFTA Arbitration Panel to impose retaliatory tariffs on goods transported from the U.S. into Mexico in response to the failure of the U.S. to allow Mexico - domiciled motor carriers to provide long - haul trucking services within the United States.

Originally delivered to Motor S.p.A. di Carla Allegretti e C., on February 24, 1975 and domiciled in a Bolognese private collection for many years, before being exported to the U.S. in the early 2000's, this 365 BB was the recipient of a full suspension rebuild, as well

REGL was rated against 361 U.S. - domiciled Mid-Cap Value funds for the last three years ending March 31, 2018.

An individual who files a voluntary chapter 7 bankruptcy petition must, first of all, either have a «domicile» (that is, a place of official or legal residence) in the U.S., have a place of business in the U.S. or own property in the U.S.

So you aggregate those all up whereas, if you're focused solely in the U.S. and only investing in U.S. - domiciled bonds, then you're only exposed to the ebbs and flows within the U.S. bond market.

Most of the large tracking error in the Vanguard MSCI U.S. Broad Market (VUS) was likely the result of currency hedging, but its annual report also cites «differences between the market price and net asset value of the underlying US domiciled Vanguard funds in which the ETF invests.»

To seek long - term capital growth by investing primarily in equity securities of companies listed on major U.S. exchanges and / or domiciled primarily in the United States.

(According to Morningstar data as of 6/27/2016, iShares had 64 U.S. - domiciled single country ETFs and 41 individual country exposures.)

SMDV was rated against 348 U.S. - domiciled Small Value funds for the last three years ending March 31, 2018.

As of 4/30/2018 Morningstar Ratings ™: The Heartland Mid Cap Value Fund institutional class was rated against -, -, and 364 U.S. - domiciled Mid-Cap Value funds over the 10 -, 5 -, and 3 - year periods and received -, -, and 4 stars, respectively.

The new offering will expand Vanguard's U.S. - domiciled active fixed income fund roster to 25 funds and is said to complement the firm's existing emerging markets bond index offering.

As of 4/30/2018 Morningstar Ratings ™: The Heartland Mid Cap Value Fund investor class was rated against -, -, and 364 U.S. - domiciled Mid-Cap Value funds over the 10 -, 5 -, and 3 - year periods and received -, -, and 4 stars, respectively.

Cooper was also domiciled in Ireland, which allowed Eaton to incorporate there and enjoy substantially lower tax rates on its corporate profits — Ireland's tax rate is 12.5 % compared with 35 % in the U.S.

The fund's expense ratios aren't expected to be affected by the transition to the new benchmark, which was among changes to four U.S. - domiciled international equity index funds and ETFs announced earlier this year.

The index seeks to measure the performance of investment - grade corporate bonds issued by U.S. - domiciled corporations denominated in U.S. dollars.

While I hold many U.S. companies, I do own stock directly in overseas domiciled companies.

Accessing the websites of the non-U.S. domiciled exchange traded funds (the «Non-U.S. Websites») should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security under U.S. law.

They invest in a portfolio of 60 - 70 small - cap stocks, mostly domiciled in the U.S..

Exchange traded funds domiciled outside the U.S. are not offered in the U.S. or to U.S. persons.

However, because XSP and XIN are domiciled in Canada, they offered a way to get U.S. and international exposure without qualifying as foreign content.