Sentences with phrase «based on the allocation»

District budgets determine how funds are distributed among the schools, and those funding allocations are most often made based on the allocation of resources (such as teachers) and not directly on the composition of individual schools» student populations and the particular educational needs of those students.

Each month we will allocate the balance in your checking account between the two subaccounts based on allocation formulas that we may change from time to time.

Regardless of what state you live in, each domestic partner prepares a separate federal return based on the Allocation Worksheet that you attach to it.

This market timing tool just tells how the past returns changed, based on allocation weights changing, based on how you set up your signals.

The first step is to find out how much SHOULD be in each fund, based on your allocation plan.

Then you will need to log into your account, calculate the amount to be allocated to each fund in the chosen portfolio based on the allocation amounts suggested, and place individual trades for each fund.

Based on your allocation and the data it extracts from Yahoo Finance it is able to provide you with the actual projected annualized rate of return, standard deviation, beta, yield and it calculates the assets correlations to tell you the level of diversification.

This Limited Single Supplement Offer is available on selected 2018 holidays based on allocation at the point of booking

An effective treaty can not be based on the allocation of valuable emission rights since there will be no generally agreed principle for allocation.

Some studies apply a top - down approach that distributes shares of each planetary boundary to countries based on an allocation formula9, 10,11, while others apply a bottom - up approach that associates local or regional environmental limits with each planetary boundary12, 13.

Your funds continue to earn interest based on the allocations that you have selected or in the fixed account.

Each fund has a unique investment objective and risk - return profile based on the allocation in equities, debt and money market instruments.

Allocations to the fixed account or index strategies are based on the allocation instructions provided at time of application, and may be subsequently changed in writing by the policyowner.

The weighting is based on the allocation of assets among the corresponding investment divisions of MetLife Investors USA Variable Life Account A, a separate account of our affiliate MetLife Investors USA Insurance Company, as of December 31, 2011.

Not exact matches

Sometimes known as «set it and forget it» investments, these diversified funds automatically adjust their asset allocation and risk exposure based on your age and retirement horizon.

In talks with fund officials over the past year, Goldman executives presented an analysis of the fund's allocations based on publicly available data and suggested areas it could improve, such as where to spend the risk budget and whether to be more active or passive in certain portfolios, said the comptroller staffers, who spoke on the condition they not be named.

(The funds automatically adjust asset allocations over time, based on your years to retirement; Fidelity assumes you'll retire at age 67.)

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

The old rule of basing stock asset allocation on a formula of «100 minus your age» — leading to, say, a 40/60 stocks / bonds split if you retire at 60 — is outdated.

Internet distributions will be allocated by the underwriters and selling group members that will make internet distributions on the same basis as other allocations.

A lot of academics have analyzed total market returns based on indices and done Monte Carlo simulations of portfolios with various asset allocations, and have come up with percentages that you can have reasonable statistical confidence of being safe.

Wealthfront uses threshold - based rebalancing, meaning portfolios are rebalanced when an asset class has moved away from its target allocation, rather than on a quarterly or yearly schedule.

The key is really following an appropriate asset allocation based on your risk tolerance.

For those sticking to your portfolio allocation strategy based on age, ages 0 — 30 have ample opportunity to allocate capital to individual securities.

Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date.

In a rising interest rate environment, the risk that investors have in owning all bond mutual funds and / or bond ETFs for their bond allocation is that both vehicles are managed on a relative return basis versus a benchmark index.

The purchases will be made based on the way you've defined your asset allocations.

Asset allocation data based on a Fidelity analysis of customer data.

Our selection of this equity allocation method was primarily based on our stage of development, estimated time to liquidity, and capital structure, as well as our expectations for a possible IPO.

You can't begin to think about individual asset allocation models until you figure out which asset classes are appropriate for you based on your age, time frame, financial resources, experience, personality, desires, objectives, goals, and risk tolerance.

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

Already, he said, the Total Return mutual fund makes headlines when it makes asset allocation changes and shares that information on a monthly basis.

The Capital Preservation Plus target allocation says that I'm not leaving any money on the table based on my current allocation and my goals.

Here is a chart highlighting my current public investment allocation versus Personal Capital's recommended investment allocation based on my financial objectives.

The Fund's geographical allocations are based on a search for the countries and regions offering the highest growth opportunities at the most reasonable valuations.

Finally, I ran my investments through Personal Capital's Investment Checkup feature to see how I was doing and also analyze my current investment asset allocation compared to their recommendations based on my profile.

The preliminary allocation is based on our best estimates and is subject to revision based on the final valuations and estimates of useful lives.

Vernon's top recommendation for investment allocation — again, based on actuarial projections — is a 100 percent stock index fund at retirement.

For a competitive fee, FBND combines rules - based sector allocation with active security selection for its take on broad exposure to the USD debt market,.

What metric (rule of thumb) would you recommend for asset allocation based on age and risk appetite?

Some brokers and robo - advisors will offer portfolio allocation advice based on your age and answers to a risk questionnaire.

If your transfer comes in after today's registration deadline, we can not guarantee your allocation since the token purchases are on a first - come first - serve basis.

For example, robo - advisor WiseBanyan, which has $ 35 million in assets under management, offers basic portfolio allocation advice for free based on to a brief survey of risk tolerance, but charges for customized advice.

During the first nine months of fiscal 2011, HP recorded approximately $ 58 million of purchased intangible assets related to the Vertica and Printelligent acquisitions based on preliminary allocations of the purchase price.

Feature that I will request from The PC team are: — compare multiple scenarios (more than 2)-- show internal rate of return (this is currently fixed based on the asset allocation you have today.

Internet distributions will be allocated by the representatives to underwriters and selling group members that may make Internet distributions on the same basis as other allocations.

However, final allocation decisions should be based on a thorough understanding of the investment categories.

The target asset allocation is based on age, risk tolerance, and other factors.

Internet distributions will be allocated by the representatives to underwriters that may make Internet distributions on the same basis as other allocations.

Based on your risk tolerance and investment objectives questionnaire, Personal Capital will give you an idea of where your current allocation is on the Efficient Frontier Curve.