Sentences with phrase «average dividend interest»

Foresters average dividend interest rate has remained above 6 % for the past 13 years, coming in at a fantastic 6.83 % for 2016.

Foresters average dividend interest rate has remained above 6 % for the past 13 years, coming in at a good 6.83 % for 2016.

Foresters average dividend interest rate has remained above 6 % for the past 13 years, coming in at a fantastic 6.83 % for 2016.

Not exact matches

The Internal Revenue Service requires a Schedule B form in a number of situations, but for the average taxpayer, the two most common reasons are earning more than $ 1,500 of interest or dividend income (from savings accounts or stocks, for example) and to exclude the interest you earn on certain U.S. savings bonds from your tax return.

Generally, two years personal tax returns are required to verify the amount of your dividend and / or interest income so an average of the amounts you receive can be calculated.

The Fund's advisor & administrator have entered into a series of agreements that run through September 30, 2017 which limit the Fund's operating expenses to 1.70 % of the average daily net assets of the Fund, exclusive of brokerage fees and commissions, taxes, borrowing costs (such as interest or dividend expenses on securities sold short), acquired fund fees and expenses, extraordinary expenses, and distribution and / or service (12b - 1) fees.

This is your average monthly dividends and interest.

We need to consider the policy loan interest rate, and we need to consider the guaranteed interest rate plus the average dividend.

During most periods in the past, bonds and GICs paid interest rates significantly higher than the average stock dividend.

There would definitely be some interesting correlations with portfolio value and I was also thinking of asking for average monthly dividends next time.

Generally, two years of personal tax returns are required to verify the amount of your dividend and / or interest income so that an average amount can be calculated.

It is used by regulators and examines fee income, dividend, and total interest as they apply to loans and investments as a percentage of average earning assets.

* As stated in the prospectus (pdf) dated 5/1/2018 ** Pursuant to an operating expense limitation agreement between Heartland Advisors and Heartland Group, Inc., on behalf of the Fund, Heartland Advisors has agreed to waive its management fees and / or pay expenses of the Fund to ensure that the Fund's total annual fund operating expenses (excluding front - end or contingent deferred sales loads, taxes, leverage, interest, brokerage commissions, expenses incurred in connection with any merger or reorganization, dividends or interest expenses on short positions, acquired fund fees and expenses, or extraordinary expenses) do not exceed 1.25 % of the Fund's average daily net assets for the Investor Class Shares and 0.99 % for the Institutional Class Shares through at least May 1, 2019, and subject to annual re-approval of the agreement by the Board of Directors, thereafter.

Also as a side note, as long as the companies dividends stay (on average between them all) above 4.5 % which is the interest I am paying on my LOC, then I wont be losing any money correct?

«as long as the companies dividends stay (on average between them all) above 4.5 % which is the interest I am paying on my LOC, then I wont be losing any money correct?»

While the growth of my dividend income averaged 15 % year over year (YoY), interest income decreased significantly since 2014 due to

Today, the nation wide average yield for a money market fund is about 0.1 %, so investors can expect to see a steady drop in dividends over the last year of the fund if interest rates stay where they are today.

That in turn allows the company to borrow at an average interest rate of just 2.4 % (barely above the 10 - year U.S. Treasury rate), thus providing management with financial flexibility to grow the company while still providing one of Wall Street's safest and steadiest growing dividends.

That in turn allows it to borrow very cheaply (average interest rate 3.6 %), which, along with its massive cash position, allows it to not only continue growing the dividend, but also invest in future growth by acquiring new asset managers in other countries and industries (such as K2 Securities to get into hedge funds).

It is also higher than the portfolio's average yield (dividends plus interest).

As interest rates have fallen, REITS have provided a higher dividend yield than stocks (on average), because they have to pay out 90 % of their profits.

As would be expected, the yields of these funds — interest and dividends after expenses divided by average net asset value — increase as the target date approaches maturity.

The Fund's Investment Manager (the «Manager») contractually caps certain direct expenses the Fund (excluding interest, taxes, brokerage commissions, acquired fund fees and expenses, dividend and interest expenses relating to short sales, and extraordinary expenses, if any; consequently, total (net) expenses may exceed the contractual cap) through 8/31/2021 for Institutional Class at 1.00 %, 1.36 % for Class A and 2.11 % for Class C (each as a % of average net assets).

This is your average monthly dividends and interest.