Sentences with phrase «average funds under»

Net flows rose 22 per cent to $ 3.9 billion and average funds under management were up 20 per cent to $ 71 billion.

Not exact matches

The average entrepreneur who receives funding from First Round is 34.5 years old, but those under 25 performed 30 percent above the norm.

The Strategic Growth Fund is not appropriate for investors who wish to speculate under that specific set of conditions, because we have no historical evidence that it is sensible to take market risk, on average, once that syndrome emerges.

These returns are in line with 8 % ROIC earned by Financial Select Sector SPDR Fund (XLF) holdings and slightly below above the 9 % average for 465 Financials stocks under coverage.

«On average, a fund needs about $ 30 million under management to break even.

The return on invested capital (ROIC) for JETS» holdings is 8 %, which is comparable to 9 % for the holdings of the Industrial Select Sector SPDR Fund (XLI) and well above the average of 5 % for 405 Industrials stocks under coverage.

The fund, which aims to keep the average duration under 1 year, targets only investment - grade securities.

Under CBO's Alternative Fiscal Scenario — which assumes many of the 2017 tax law's expiring provisions and other temporary tax cuts are made permanent, the recent spending deal is extended so that most discretionary spending grows with inflation, and emergency funding for disasters is kept in line with its historical average — deficits will exceed the two - trillion dollar mark by 2028.

Hedge fund businesses are valued using the average market capitalization - to - assets under management ratios of the most comparable publicly traded funds.

Average holding periods of stock in mutual funds is under 11 months and the SPY turns over its assets once a week (investment periods which are too short for fundamental oriented investment returns to manifest themselves).

For comparison, the average TAC of the 16 Industrials mutual funds under coverage is 2.08 %, the weighted average is lower at 1.24 %, and the benchmark, XLI, charges total annual costs of 0.15 %.

For comparison, the average TAC of all Small Cap style mutual funds under coverage is 2.13 %, the weighted average is 1.38 %, and the benchmark (IWN) has total annual costs of 0.28 %.

For comparison, the average TAC of the 264 Small Cap Value mutual funds under coverage is 2.32 %, the weighted average is lower at 1.59 %, and the benchmark, IWN, charges total annual costs of 0.28 %.

They're encouraged that there was very little conviction in the selling under the 200 - day moving average, as the COT Report has shown a relatively small number of net fund longs and healthy amount of gross spec shorts - not depicting a market vulnerable to a significant sharp selloff.

He has under - performed the average pension fund, losing $ 8 billion in the last year alone.)

Under the Solar Community Initiative administered by the World Wildlife Fund and executed by solar firm Geostellar, employees of the four firms can install rooftop solar PV at prices that average 35 percent below the national average for solar and nearly 50 percent less expensive than average grid - delivered electricity, according to WWF and Geostellar.

The average flexible seating campaign raises $ 300, and the company says PledgeCents campaigns under $ 500 are fully funded more often than not.

• On average, schools with one year of funding and interventions under their belts saw a two percentage - point gain in reading proficiency — just about the same gain as all other U.S. schools that didn't get these huge cash infusions.

• On average, schools with two years of funding and interventions under their belts saw a three percentage point gain in reading proficiency — just about the same gain as all other U.S. schools — those that didn't get these huge cash infusions.

In 2014, parents of students at Horace Mann Elementary School in Northwest Washington, D.C., spent over $ 470,000 of their own money to support the school's programs.1 With just under 290 students enrolled for the 2013 - 14 school year, this means that, in addition to public funding, Horace Mann spent about an extra $ 1,600 for each student.2 Those dollars — equivalent to 9 percent of the District of Columbia's average per - pupil spending3 — paid for new art and music teachers and classroom aides to allow for small group instruction.4 During the same school year, the parent - teacher association, or PTA, raised another $ 100,000 in parent donations and collected over $ 200,000 in membership dues, which it used for similar initiatives in future years.5 Not surprisingly, Horace Mann is one of the most affluent schools in the city, with only 6 percent of students coming from low - income families.6

Under the new formula, the charter rate is tied to the change in the district's average operating expense and, importantly, takes effect after nearly a decade of district expenditures growing significantly faster than charter funding rates.

Under the House version of the budget, the charter rules in HB 366 might produce average funding per pupil about like this:

Under the new law, the state supplement funding state charter schools receive in place of local tax dollars will increase from the five lowest funded districts in the state to a per - pupil amount equal to the state average of local revenues.

Under the current funding system the per - pupil amount of state funding ranges from less than $ 500 in basic education funding per average daily membership to more than $ 12,000, while the state average is $ 3,200.

But the real problem is that the Washington State legislature is under funding public schools in our state by about $ 3 billion per year compared to the national average.

While California currently ranks 47th out of 50 states in per - pupil funding, under Governor Brown's proposal, the state - wide average could grow from $ 6,565 to as much as $ 10,450 per - pupil in the next five years.

Under the Carl D. Perkins Career and Technical Education Act of 2006, states are provided with funding to develop the technical skills of secondary and postsecondary students who elect to enroll in CTE programs.46 Currently, 12.5 million high school and college students are enrolled in CTE programs.47 These programs help keep students in school; the graduation rate of CTE students is about 90 percent, 15 percentage points higher than the national average.48 However, research on their effectiveness is still in the preliminary stages.49 The best and most effective CTE programs are linked to and supported by local business or industry; provide real - world experiences or work opportunities; give students tangible outcomes such as an industry credential or college credit; and create pathways for pursuing college or career after graduation.50

Under the Individuals with Disabilities Education Act (IDEA), which provides the major source of federal funding to help school districts fund educational services to students with disabilities, the federal share of funding that Congress initially promised in 1975 is up to 40 percent of the average per pupil expenditure.

Under terms of what's being called a compromise» on Brown's Local Control Funding Formula, districts will receive an average of about $ 537 more per student than was proposed in May by the governor.

Some might say this is a good time to have an average duration or maturity of the bonds in bond funds to be under ten years — perhaps even well under ten years.

As you can see from the chart, there are lots of funds that earned healthy average annual returns over the past five years, despite 2016's mixed record, with expenses well under 1 % a year.

The exempt proportion under this provision for an income year is the: average value of a fund's current pension liabilities for the year, divided by the average value of its superannuation liabilities for the year.

This was the case at my former employer who had about a dozen actively managed funds (they weren't index funds) with fees under the average expense ratios of typical actively managed funds and performance on par with its benchmarks - so you get actively managed while paying near index fund prices.

Under normal circumstances, the Manager seeks to maintain a weighted average duration of three to seven years in the investment grade fixed - income portion of the fund.

It is important to note that our Fund does not own highly leveraged real estate companies and regulated utilities, but rather is focused on under - leveraged companies around the globe that are undervalued and pay a dividend yield north of the market averages.

Under the revised rules for using the average basis method for mutual fund and DRIP shares, averaging applies separately to shares held in separate accounts.

The fund has an average market cap of just under $ 18 billion, which is significantly lower than its benchmark ($ 43 billion for the Russell 1000) and the category average ($ 56 billion), according to data from Morningstar.

An expense ratio is determined through an annual calculation, where a fund's operating expenses are divided by the average dollar value of its assets under management (AUM).

For fund managers, it's easier to shutter an under - performing fund and start pitching a new one with a new strategy than it is to admit that, on average, they are no better at managing client's investments than a monkey with a dartboard.

Average Assets Under Management (AAUM) of Indian Mutual Fund Industry for the month of March 2017 stood at $ 19.26 lakh crore.

Take American Funds for example, many portfolios average under 1 %.

In its third annual survey of institutional ETF use, sponsored by BlackRock Asset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the funds.

In fact, the DBRS study found that under a scenario of reasonable market returns and an increase in interest rates of 1.5 percentage points, the average pension fund (mostly in the private sector) in its study may be able to return to fully funded status by 2014.

In fact, it is estimated that the average fund manager (let's say we are lucky enough to find the average) has under - performed the index over this period by around 2 %.

High yield corporate bonds tracked in the S&P U.S. Issued High Yield Bond Index have returned just under 5 % year to date but lost ground the past several days as fund outflows weigh on the market driving prices down and the weighted average yield (yield to worst) up by 22bps since last week to end at 4.88 %.

Instead of paying the Canadian average of 2.2 per cent in mutual fund Management Expense Ratios (MERs), a typical robo service charges just 0.5 per cent of assets under management (annually), plus the MERs of the underlying ETFs, which can range from 8 basis points to about 55 basis points, depending on products selected.

Those were bond funds with very short average maturities (under two years).

Back to the point — Billions and even trillions of dollars of hard - earned money of the average individual are under management at these large institutional funds and their money is often whipped from one investment to another with little research or analysis.

The investment seeks to achieve its investment objective by investing under normal market conditions in the publicly - traded shares of each underlying fund so that the underlying fund average will have a weighting of 25 % to each underlying fund.

All this falls under a single basket called expense ratio or annual recurring expenses that is disclosed every March and September and is expressed as a percentage of the fund's average weekly net assets.