Sentences with phrase «cap equity securities»

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

The Underlying Index seeks to provide exposure to small - cap equity securities that are expected to outperform peers, based upon a quantitative multi-factor model.

The Fund normally invests 50 % -70 % of its total assets in well - established, large cap equity securities with market capitalization sizes of greater than $ 5 billion.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

Not exact matches

HONG KONG (Reuters)- Private equity firm Carlyle Group is planning a sale of South Korean security systems company ADT Caps in what could be the country's biggest M&A deal in two years, sources with knowledge of the matter said.

The investments are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

SSGA Dynamic Small Cap Fund (the «Fund») seeks to maximize the total return through investment in equity securities.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

This new solution invests primarily in equity securities of U.S. small - cap companies that offer exposure to niche areas of the market, aiming to provide high growth potential and diversification benefits for Canadian investors.

With 5 ETFs and over $ 1.71 B in combined AUM, the Equity: Developed Europe - Small Cap segment provides exposure to the Developed Europe space with a focus on Small Cap securities.

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

Valuentum (val ∙ u ∙ n ∙ tum)[val - yoo - en - tuh - m] Securities Inc. is an independent investment research publisher, offering premium equity reports, dividend reports, and ETF reports, as well as commentary across all sectors / companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools / products, and more.

Though China has made strides in opening its equity and bond markets to foreign investors, American banks and securities firms have complained for decades that China's ownership - cap policy marginalized them in one of the fastest - growing financial systems on the planet.

The strategy provides exposure to Sionna's large cap equity mandate and a concentrated portfolio of Canadian fixed - income securities issued by federal, provincial and municipal governments.

It makes up less than 3 % of the U.S. Equity market and is represented by the smallest 1,000 securities in the small - cap Russell 2000 ® Index plus the next 1,000 securities.

In addition, the report dispels myths surrounding «inefficient» markets such as small caps and the emerging markets equities, the two areas in which active investing is perceived to offer opportunities due to the mispricing of securities.

All Freedom Funds are subject to the volatility of U.S. and international equity and fixed income markets, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

Because USMV's market - like returns have come with less risk, its risk - adjusted returns (a measure of how much risk is involved in generating a security's return) have been better than 99 % of large - cap domestic equity mutual funds and ETFs since its inception.2

The fund invests around 70 % of its Equity portfolio in large caps and rest in mid cap while more than 95 % of the Bond portfolio is invested in AAA rated securities and the rest in the AA rated securities.

The FINRA TAF for sales of equity securities is currently $ 0.000119 per share with a per - transaction cap of $ 5.95.

Seeks to provide high current income and, secondarily, long - term capital appreciation by investing primarily in a diversified, all cap portfolio of income producing equity securities.

Certain volatile equity and option positions as well as low market cap securities may have concentration add - ons over 30 %.

However, the fund does do a decent job of removing some of the worst securities from the index and it may be a decent choice for those looking for greater exposure to small cap growth equities with lower levels of risk.

Since different types of equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending on market and economic conditions, the performance of the Fund may also be worse than the performance of equity funds that focus on other types of equities or have a broader investment style when the adviser's management style is out - of - favor.

Cyber Security Risk: The U.S. Large Cap Equity Portfolio's and its service providers» use of internet, technology and information systems may expose the Portfolio to potential risks linked to cyber security breaches of those technological or information Security Risk: The U.S. Large Cap Equity Portfolio's and its service providers» use of internet, technology and information systems may expose the Portfolio to potential risks linked to cyber security breaches of those technological or information security breaches of those technological or information systems.

The Large Cap Fund normally invests at least 80 % of its net assets in equity securities, consisting of domestic common and preferred stocks of large capitalization («large - cap») companies — a company, at time of purchase by the Fund, with a market capitalization greater than or equal to the lesser of $ 10 billion or the median market capitalization of companies in the S&P 500 IndCap Fund normally invests at least 80 % of its net assets in equity securities, consisting of domestic common and preferred stocks of large capitalization («large - cap») companies — a company, at time of purchase by the Fund, with a market capitalization greater than or equal to the lesser of $ 10 billion or the median market capitalization of companies in the S&P 500 Indcap») companies — a company, at time of purchase by the Fund, with a market capitalization greater than or equal to the lesser of $ 10 billion or the median market capitalization of companies in the S&P 500 Index.

The Hennessy Equity and Income Fund's portfolio consists of 60 % large - cap, value - oriented stocks and 40 % high - quality fixed - income securities.

The U.S. Large Cap Equity Portfolio could also lose money if it does not recover the securities and / or the value of the collateral falls, including the value of investments made with cash collateral.

As a result, the U.S. Large Cap Equity Portfolio may lose money and there may be a delay in recovering the loaned securities.

Jim is an equity portfolio manager on the Opportunistic / Mid Cap Value Team, which searches for value - oriented, low P / E securities.

The investments are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

Funds in the Canadian Small / Mid Cap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshoCap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threEquity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threequity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshocap threshold.

The Fund may invest in equity securities of companies of any size capitalization, including micro-cap, small - cap and mid-cap companies.

Funds in the Canadian Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threEquity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threequity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Funds in the Canadian Focused Equity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threEquity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threequity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Hartford Multifactor US Equity ETF -LRB-» ROUS») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securEquity ETF -LRB-» ROUS») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securEquity Index (Bloomberg Ticker: LROUSLX), which tracks the performance of publicly traded large - cap US equity securequity securities.

Hartford Multifactor US Equity ETF (ROUS): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index, which tracks the performance of publicly traded large - cap US equity securEquity ETF (ROUS): Seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor US Equity Index, which tracks the performance of publicly traded large - cap US equity securEquity Index, which tracks the performance of publicly traded large - cap US equity securequity securities.

US REITs are represented by the MSCI US REIT Index, which is a free - float market - cap - weighted benchmark comprised of equity REIT securities that belong to the MSCI US Investable Market 2500 Index.

The investment objective of this fund is to generate long - term capital appreciation from a diversified portfolio of predominantly equity and equity - related securities, including equity derivatives, in the Indian markets with the key theme focus being emerging companies (small cap stocks).

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

In addition to improvement in relative performance figures, large - cap equity managers also appeared to benefit from better security selection skills (see Exhibit 1).

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Low Volatility Equity Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

They are subject to the volatility of the financial markets, including equity and fixed income investments in the U.S. and abroad and may be subject to risks associated with investing in high yield, small cap and, commodity - related, foreign securities.