Sentences with phrase «already held the fund»

Like breaking a mortgage, however, it could make sense to take the hit, depending on how many years you've already held the fund and the advantages of the alternatives.

Not exact matches

Time Warner Inc. already holds a minority stake in Los Angeles - based Funny or Die, which has received funding from Sequoia Capital.

The shares that the mutual fund might buy are already held by someone, and the cash that the mutual fund might dispose of must also be held by someone.

The Fund held its first close in the first half of 2016 and has already committed more than one third of its capital to portfolio investments, further building on the success of NEC's previous funds.

With Loly, we already have launched a fully functional dating site, and our token sale will be held to raise funds to enhance our already existing platform.

It has already received investment commitments from GIC, Singapore's sovereign wealth fund; the Qatar Investment Authority and Temasek Holdings, Dufry said.

If, before they spring the bail - in trap, depositors have already withdrawn their funds to purchase physical precious metals held outside the banking system, those funds will no longer be available for bail - in looting.

Inclusion of Cash as one of the assets in the SACEMS universe of exchange - traded funds (ETF) already prevents the SACEMS Top 1 portfolio from holding an asset with negative past returns.

«While total state spending has been held to 2 percent annual growth and most state agency budgets have remained flat, school aid has increased by 27 percent over the last five years, proving that it's already a funding priority,» Peters said.

Larry Spring, superintendent of the Schenectady School District, said existing state funding formulas were already unequal — a long - held belief of many upstate districts.

Gov. David Paterson isn't backing down on cutting state spending, including holding back on millions of dollars of already allocated funds to schools.

Those that already held a permanent position simply return to the daily struggle of raising research funds after the award is up.

Along with the already announced hearings on March 19 in La Crosse and March 26 in De Pere, the commission plans to hold the following hearings: Continue reading School funding commission releases full slate of hearing dates & locations →

At least one organization already wants to apply for the federal funds, the Rhode Island Mayoral Academies, which holds the charter for Democracy Prep Blackstone Valley, an elementary and middle school that serves students from Central Falls, Cumberland, Lincoln and Pawtucket.

Some of the most successful individuals with projects held through crowdfunding sites like Kickstarter and GoFundMe were already well - known, or nearly so — people like Amanda Palmer, frontwoman for the band the Dresden Dolls, who reportedly received $ 1.2 million on Kickstarter to fund the creation of a new album and book, and comic writer / self - published author Ryan North, whose book «To Be or Not To Be» is still reportedly the highest publishing Kickstarter project ever.

Please suggest if I should invest in Tata Balanced fund I am already holding or invest in a new fund?

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

On the flipside, you may be paying too much in trading commissions to buy stocks you already hold via the mutual fund.

An index fund, particularly a total market fund doesn't trade because it already holds all the funds!

Tesla (TSLA) is already a large holding for Ron Baron and his fund company Baron Asset Management.

To the extent that an investor wants to add gold bullion to their portfolio and doesn't care about currency fluctuations, cheaper options such as the SPDR Gold Shares (GLD)(MER of 0.40 %) or Central Fund of Canada (which holds silver in addition to gold, has incurred expenses of 0.30 % and trades under CEF.A on the TSX) already exist.

I have no objection to the sale of the funds, but she will not earn much income from Wells Fargo, and she already has too much single stock risk, including existing holdings of Wells Fargo.

Since our annual living expenses will be in the range of $ 50,000 to $ 70,000 I will need plenty of years worth held in taxable accounts and initial Roth IRA contributions (which can be accessed already tax - and penalty - free) since the rollovers to Roth IRAs to the tune of $ 28,900 will be coming slower than funds flowing out.

Enbridge intends to swap $ 11.4 billion in common shares for the equity it does not already own in its four publicly traded master limited partnership (MLP) subsidiaries: Spectra Energy Partners LP, Enbridge Energy Partners LP, Enbridge Energy Management LLC and Enbridge Income Fund Holdings Inc..

Already performing well this year thanks to leading stocks like PGT Innovations (PGTI), Kinsale Capital Group (KNSL), MCBC Holdings (MCFT) and Medifast (MED)-- which are up 10 % for PGT to 70 % for Medifast — small - cap growth $ 121.8 million AMG Managers Cadence Emerging Companies Fund's (MECIX) managers see the market environment tilting more their way — more in favor of small - cap stocks.

I want to increase my holding for 5k more in any of the funds I already have.

In order to diversify efficiently, planners should carefully examine possible overlap between any potential sector fund and the client's current portfolio, so that any sector fund that is chosen contains the fewest possible stocks that are already held outright or held in another fund.

Please suggest if I should invest in one of the funds I am already holding or invest in a new fund?

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.

We already established that passively - managed, or index, funds are great investment vehicles for buy & hold investors.

Given the substantial surge over the last several months in RDI shares held short to approximately 780K shares on May 28, I feel some RDI shares to be sold by index funds are already spoken for.

I have not invested any new funds into the Canadian market given my already - too - large holdings in Canadian banks.

2 — If you are already holding DSP micro cap fund you may continue with your investments and future SIPs too (if your time horizon is long term).

However, the best mutual funds are okay to hold if you already own them.

I already hold an international stock fund in addition to the ones you recommend (bringing my total number of funds up to a crazy unmanageable 5!)

Investors already watch the holdings and filings closely of these funds for ideas.

[NB: i) Church House's Argo stake is held by the Deep Value Investments Fund, managed by Jeroen Bos — if you haven't read it already, I can highly recommend his recent book «Deep Value Investing», ii) XXX Capital Management is a well - known European hedge fund, which hasn't publicly disclosed a holding in Argo to date, hence the redaction — Argo management are obviously aware of their shareholding & support, and iii) the letter was based on a GBP 14p share price & a higher GBP / USD rate — at the current 13.875 p price and exchange rate, Argo now trades at a 36 % discount to net cash and investments, and a 47 % discount to net tangible asseFund, managed by Jeroen Bos — if you haven't read it already, I can highly recommend his recent book «Deep Value Investing», ii) XXX Capital Management is a well - known European hedge fund, which hasn't publicly disclosed a holding in Argo to date, hence the redaction — Argo management are obviously aware of their shareholding & support, and iii) the letter was based on a GBP 14p share price & a higher GBP / USD rate — at the current 13.875 p price and exchange rate, Argo now trades at a 36 % discount to net cash and investments, and a 47 % discount to net tangible assefund, which hasn't publicly disclosed a holding in Argo to date, hence the redaction — Argo management are obviously aware of their shareholding & support, and iii) the letter was based on a GBP 14p share price & a higher GBP / USD rate — at the current 13.875 p price and exchange rate, Argo now trades at a 36 % discount to net cash and investments, and a 47 % discount to net tangible assets.]

They can hold what they already owned before leaving, and they can buy most other types of securities, but not mutual funds.

But, what if I can move some I - Bonds already held for five years within my bond allocation into my cash fund?

Investors capture a fraction of their fund's time - weighted returns because they tend to choose investments that already have done well and sell too quickly when their holdings struggle.

You can not currently transfer funds directly from another Post Office savings account into the Online ISA unless it is another ISA you already hold with the Post Office.

You sometimes won't be able to add brand new money to a closed fund, but most of the time, you can add money to a fund if it's already held before it closed.

Because preventing barriers to adoption and keeping an already adopted pet securely in a home are strongly held ideals at Animal Aid, we hope to raise as much as possible to keep both parts of the program well - funded and to be able to help as many special needs animals as we can.

California's two biggest pension funds lost more than $ 5 billion (U.S.) since June 2014 because of the declining value of their fossil fuel holdings, while Norway's massive sovereign fund, which has already divested many of its fossil fuel assets, still lost $ 40 billion between July and August, partly because of falling oil prices.

At the most recent international meeting on global warming, held in Buenos Aires last December, a majority of the delegates supported the establishment of a fund to aid countries already suffering from the early effects of global warming.

LEAF, the Women's Legal Education and Action Fund, is holding its annual gala Persons Day breakfast in cities across Canada over a number of mornings (Ottawa's was already held on Friday).

«Rowan is a fantastic charity that we have had connections with since first opening in Cambridge and we are already hard at work planning out the range of events which will be held across the year to raise funds to support the incredible work it does.»

So instead of competing with Bitcoin, why not lure these Bitcoiners to try their platform based on the amount of funds they already hold in BTC?

With Loly, we already have launched a fully functional dating site, and our token sale will be held to raise funds to enhance our already existing platform.