Sentences with phrase «cap value equities»

Understand how small - cap value equities offer opportunities for capital appreciation, and discover the best small - cap value mutual funds to consider for 2016.

TORONTO, September 14, 2015 - RBC Global Asset Management Inc. today announced the launch of RBC U.S. Small - Cap Value Equity Fund.

RBC Global Asset Management Inc. today announced the launch of RBC U.S. Small - Cap Value Equity Fund...

From 1994 to 2003 he was the first manager of the U.S. Value Equity Strategy and the Value Fund, and he was a founding member of the team managing the U.S. Large - Cap Value Equity Strategy from 2000 to 2015.

He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's large - cap value equity portfolios.

Michelle has 24 years of investment industry experience, having managed mutual funds and subadvised funds and institutional separate accounts in the Small, Small / Mid (SMID) and All Cap Value Equity disciplines.

Not exact matches

We believe the equity market is becoming fully valued and active investment strategies towards domestic growth and small caps ought to deliver better returns than multinationals and large caps.

Buffett's market value drop of close to $ 20 billion in Berkshire Hathaway's total market cap would of course be taking that market value loss of almost $ 7 billion in the equities above.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

It is not clear how much ADT Caps is valued at now, but industry sources say a private equity firm typically looks for a return of at least twice its initial investment, which means a sale of the business could potentially fetch around $ 4 billion.

Our portfolio values both balance and flexibility and includes a global mix of large -, mid -, and small - cap equities, hedge funds, venture capital and alternative investments.

The average tradability score in the Equity: U.S. - Small Cap Value segment is 81 out of 100, with the Vanguard Small - Cap Value ETF (VBR) obtaining the highest rating of 97 out of 100.

EQUITIES THEMATIC — SAME AS IT EVER WAS: Small Cap / High Beta / Cyclicals / Value / High Short Interest / Inflation / Domestic Exposure / Weak Balance Sheet over Low Vol / Defensives / Anti-Beta / Growth / Quality / Strong Balance Sheet.

River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

Prior to joining MFS in 2015, Chris was a vice president of Eaton Vance Management, director of product and portfolio strategy for equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratequity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors stratEquity, Parametric Emerging Markets and the Richard Bernstein Advisors strategies.

Market capitalization (a.k.a. market cap) is the total market value of all the company's outstanding equity shares.

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

The big difference with a typical global market cap portfolio and all McClung's main candidates is their lack of large cap elements in both US and Intl equities, much more emphasis on small cap, and large and small cap value for US and Intl..

Similarly, the note's valuation cap establishes a maximum value of the company at that future financing, which also potentially allows noteholders to convert their investment into equity at a more favorable price per share.

The largest equity distributions went to the actively managed Columbia Concentrated Large Cap Value Strategy Fund (NYSEArca: GVT), which totaled 10.74 percent of the fund's net asset value at the end of Value Strategy Fund (NYSEArca: GVT), which totaled 10.74 percent of the fund's net asset value at the end of value at the end of 2010.

We currently see two highly anomalous value gaps related to gold: 1) gold relative to other financial assets; and 2) small cap gold mining equities...

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

1) SBI Blue chip fund — 4k 2) Birla Sunlife Front line equity fund — 4k 3) ICICI Pru Value Discovery Fund — 4k 4) Franklin India Smaller company fund — 4k 5) Mirae Asset Emerging Blue chip / UTI mid cap fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax saving.

SIP Details as below (Monthly Basis) ELSS Axis Long term equity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growthequity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct GrowthEquity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: 5000

Aristotle Value Equity Fund will seek long - term capital appreciation by investing mostly in undervalued mid - and large - cap stocks.

DSP BlackRock Micro Cap Fund 5000 DSP Tax Saver 5000 Reliance Tax Saver 2500 Reliance small cap 5000 Kotak select focus fund 4000 L&T india value Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity 2Cap Fund 5000 DSP Tax Saver 5000 Reliance Tax Saver 2500 Reliance small cap 5000 Kotak select focus fund 4000 L&T india value Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity 2cap 5000 Kotak select focus fund 4000 L&T india value Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity 2500

Removal of loan to value cap on fixed rate mortgages (effective March 17th 2012)-- no equity, no problem.

On the equity side, consider real estate investment trusts (REITs) emerging markets, small - cap stocks and value stocks, while real - return bonds are a good addition to the fixed - income side.

Consistently with the stock holdings of the analyzed portfolio, the reference portfolio comprised large - cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKcap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKCap Value ETF (JKF).

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

The updated basics are that the loan to value cap has been lifted, certain fees in certain situations have been removed and for borrowers who have loans owned by Fannie or Freddie and who have not been delinquent more than 1 x 30 days in the past twelve months (0 x 30 in the most recent six months) they may find refinancing available to them even if they are underwater on their mortgage to equity ratio.

As expected, the reference portfolio predominantly consisted of large - cap, dividend - paying equity ETFs: the ProShares Large Cap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPcap, dividend - paying equity ETFs: the ProShares Large Cap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPCap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPCap Value ETF (MGV), and iShares International Developed Property ETF (WPS).

The equity components can be subdivided further into large - and small - cap stocks, and value and growth stocks.

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 %).

To view the top 10 holdings of a Fund, please click the Fund name: Cornerstone Growth, Focus, Cornerstone Mid Cap 30, Cornerstone Large Growth, Cornerstone Value, Total Return, Equity and Income, Balanced, Gas Utility, Small Cap Financial, Large Cap Financial, Technology, Japan, Japan Small Cap.

AMG Chicago Equity Partners Small Cap Value Fund will invest in 150 - 400 undervalued small cap stocCap Value Fund will invest in 150 - 400 undervalued small cap stoccap stocks.

River Road Small - Mid Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

He is a large - cap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Stratecap value portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value Stravalue portfolio manager in the U.S. Equity Division and also co-chair of the Investment Advisory Committee for the Institutional Large - Cap Value StrateCap Value StraValue Strategy.

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

Although it is used often to describe a company, market cap does not measure the equity value of a company.

Pending shareholder approval, LKCM Aquinas Small Cap Fund (AQBLX) and the LKCM Aquinas Growth Fund (AQEGX) will be reorganized into the LKCM Aquinas Value Fund (AQIEX), whereupon that fund will be renamed LKCM Aquinas Catholic Equity Fund.

A Score for each value stock is then assigned based on six historical variables: market cap, stock liquidity (i.e., annual trading volume / shares), asset turnover (i.e., assets / revenues), total debt to equity, cash to assets and year - over-year EBIT annual growth rate, one variable at a time.

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.

Listed in order of assets under management and including Lipper categorization, the Funds are: Parnassus Equity Income Fund (Equity Income), Parnassus Fund (Multi-Cap Core), Parnassus Small - Cap (Small - Cap Value), Parnassus Workplace Fund (Multi-Cap Core), Parnassus Mid-Cap Fund (Multi-Cap Core).

Ultimately, the equity investor will haul in a larger alpha catch by emulating the skilled fisherman: first, identifying a promising location (i.e., small cap stocks), then using multiple lines and hooks (i.e., implementing value, momentum, and quality strategies to exploit the chum of risk and mispricing in each), and lastly, dangling the lure of skilled active management to tease out the smallest trading costs possible.

Mututal Fund Amount IDFC Sterling Equity Fund Growth Direct Plan 2000 DSPBRMF Micro Cap Fund — Dir — G 4000 HDFC Top 200 Fund — Direct Plan — Growth Option 2000 HDFC Mid-Cap Opportunities Fund — Direct Plan — Growth Option 2000 HDFC Equity Fund — Direct Plan — Growth Option 2000 ICICI Prudential Value Discovery Fund — Direct Plan — Growth 4000 ICICI Prudential Focused Bluechip Equity Fund — Direct Plan — Growth 3000

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

3) My expected YoY returns over 20 yrs on my portfolio: 1) ICICI Prudential value discovery (Mid and Small Cap)-- 15 % 2) Franklin India Smaller Companies (Mid and Small Cap)-- 15 % 3) UTI Equity Fund (Large Cap)-- 11 % 4) HDFC Balanced Fund (Balanced)-- 12 % 5) Tata Balanced Fund (Balanced)-- 12 % So, on an average I am expecting 12 - 13 % returns YoY on this portfolio after 20 yrs.