Sentences with phrase «consider holding the funds»

To take advantage of this expected decline in price sensitivity, investors should consider holding the funds to their end dates.

Not exact matches

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

12 The FOMC also considered an arrangement under which depository institutions could pledge funds held in a segregated account at the Federal Reserve as collateral in borrowing transactions with private creditors.

If you want to do it yourself, consider funds that hold a mix of investments in companies both big and small, from different parts of the world, and in different industries and sectors.

Index funds are generally considered ideal core portfolio holdings for retirement accounts, such as individual retirement accounts (IRAs) and 401 (k) accounts.

I've often considered the practicality of implementing the Permanent Portfolio (25 % each of shares, gold, short gilts and long gilts) using direct bond holdings, but in the end I think you would be better off using ETFs or funds.

This can happen every time some of the portfolio holdings are sold, which can be quite often considering that they are actively managed funds.

If so, consider rebalancing your holdings by moving some of your money from stocks to bonds, or, to keep it even simpler, consider moving to a target date fund, which takes care of the rebalancing for you.

In contrast, an exchanger that holds customer funds while arranging a satisfactory buy / sell order with a third party, and transmits virtual currency and fiat currency between buyer and seller, will typically be considered a virtual currency transmitter.

Don't let yourself be lured into chasing market - beating returns without first considering whether you can stomach sharp swings in value and whether you have diversified your holdings sufficiently to offset the risk that some of your go - go funds will end up goners.

If you are considering selling shares in a privately held company, you may find that donating a portion of the shares to a charity or donor - advised fund account before the sale can help to reduce your tax burden and enable you to give generously to charity.

Households, hedge funds and nonprofit groups, a bunch historically considered to be long - term holders of fixed - income instruments, ditched corporate debt in the second quarter, selling $ 122 billion after reducing their holdings by...

We consider as benchmarks: an equally weighted portfolio of all mutual funds, rebalanced monthly (EW All); buying and holding VTSMX; and, holding VTSMX when the S&P 500 Index is above its 10 - month simple moving average (SMA10) and Cash when the index is below its SMA10 (VTSMX: SMA10).

That is a significant oversight considering that Warrnambool is controlled by four big shareholders with competing interests controlling about 63.5 per cent of the company, hedge funds controlling about 15 per cent and the balance held by retail shareholders.

Off topic questions included a Department of Investigations report detailing problems with corrections officers at Rikers Island, de Blasio's message to protestors resuming anti-NYPD protests, his relationship with police unions, a call by the head of the Lieutentants Benevolent Association to strengthen laws concerning resisting arrest, an increase in police protection for Jewish organizations and sites and Dov Hikind's claim of a decrease in police presence, delays in the implementation of the City's municipal ID card program, his message to PBA members dissatisfied with their union leadership, his position on a city council plan to fund the purchase of additional bullet - proof vests for police officers, whether the Democratic National Committee has expressed concerns around the recent protests as it considers whether to hold the 2016 convention in Brooklyn, whether his «thoughts» on the anti-NYPD protests have «evolved» and whether he will direct the NYPD to change its FOIL request process to accept email or other electronic requests.

The project is currently pegged for Broome County but is on hold because the County Legislature has not considered a resolution to accept $ 2.7 million in funding from the state.

Applicants who hold a temporary / term - limited fellowship or post-doc with a federal agency are considered eligible, as are post-docs at national labs who are funded by a federal agency.

If Indiana is held to that standard, a majority of schools would be considered failing and district funds would have to be allocated to tutoring and remediation services.

Monday, December 7th, the Senate Education Committee held an interim hearing to consider testimony on the implementation of SB 2 from the 83rd Legislative Session, the disposition of state property, and charter school facility funding.

Pennsylvania legislators should consider moving to a weighted student funding formula, which would improve transparency and enable parents to hold schools responsible for their choices.

As that idea appears to take hold with conservative lawmakers who want increased accountability, some school officials fear a badly designed program would sap funding from poor, struggling schools or fail to consider the challenges individual schools face.

To implement an entirely new funding system, as the Task Force is considering, the state would need to provide substantial «hold - harmless funding» to ensure that no district's finances would be negatively impacted.

Because the semiannual inflation adjustments of a TIPS bond are considered taxable income by the IRS, even though investors don't see that money until they sell the bond or it reaches maturity, some investors prefer to get TIPS through a TIPS mutual fund or exchange traded fund (ETF), or to only hold them in tax - deferred retirement accounts to avoid tax complications.

Any mutual fund that holds less than 65 % equity in its portfolio will be considered under debt category.

ETFs are definitely worth considering over normal funds given their cost structure — the only question that we are currently discussing is if «buy and hold» strategies will stay the right investment strategies at all given further increased volatility in the markets.

Canadian mutual funds and ETFs are considered PFICs, and US persons who hold them in a non-registered account are now required to fileForm 8621 every year.

I'd consider buying «CDZ,» the iShares S&P / TSX Canadian Dividend Aristocrats Index Fund, because of the securities it holds as well as a few other features in the fFund, because of the securities it holds as well as a few other features in the fundfund.

My suggestion would be to consider what kind of controls do you want over your holdings in the fund.

As some of Claymore's newest funds are thinly traded and have very wide bid - ask spreads, I would hold off on considering the ETF for investment until the fund is fairly widely held.

We are holding our funds at BNS, but after reading on MDJ's review of ING I am considering moving things over to ING....

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

Cash held as a part of an emergency fund should not be considered a pat of your investment portfolio, since the primary purpose of that money is to be available to you when you need it — you shouldn't risk it by investing it.

Kindly note that gains (if any) on equity oriented funds are tax - free if units are held for more than 12 months, but 1 year is a too short to consider Equity funds / Shares.

Unless you are willing to research the underlying holdings of various REITs you should consider just buying an index fund or ETF that contains REITs.

If you are inclined to hold cash for the long haul, consider instead a high - quality short - term bond fund or your 401 (k) plan's stable - value fund.

Fund holdings are subject to change and should not be considered recommendations to buy or sell any security.

You'll learn how each fund chooses the stocks or bonds it holds, and why you should consider fees, diversification and the effect of foreign currency exchange.

Consider the most popular ETF in Canada, the iShares S&P / TSX 60 Index Fund (XIU), which holds the 60 largest companies in the country with no attempt to screen them for dividend growth.

Because of their potential longer - term benefits, it's worth considering minimum volatility funds as core holdings.

This fund is designed to replicate the performance of its underlying index and may be considered a long - term core holding.

It also avoids issues related to the changing classification of individual holdings in a fund, which is inherent in a «bottom - up» analysis (for example, consider the stock of Apple Inc., which could be classified as growth or value depending on one's point of view).

For a bond fund, consider also the average maturity of bonds held in the particular fund.

This can happen every time some of the portfolio holdings are sold, which can be quite often considering that they are actively managed funds.

If so, consider rebalancing your holdings by moving some of your money from stocks to bonds, or, to keep it even simpler, consider moving to a target date fund, which takes care of the rebalancing for you.

However, on the last day of the fund - flows week the Dow witnessed a 218 - point decline as Trump suggested he was considering a military strike in Syria after a suspected Assad - led chemical weapons attack in the rebel - held town of Douma over the weekend killed an estimated 43 civilians and injured hundreds more.

Long - term gains, which is gains on debt fund units held for over 36 months, are subject to long - term capital gains tax (LCGT) at the rate of 20 % after adjusting the price considering inflation Indexation

For lump sum investment, you may consider an Arbitrage fund and can hold the investment for just over 12 months, as the capital gains (if any) on Arbitrage fund is tax - exempt after 12 months.

The gain is considered long - term if the securities were held by the fund longer than one year; otherwise it is considered short - term.

If your holding in an Equity mutual fund scheme is less than 1 year i.e. if you withdraw your mutual fund units before 1 year, after making a profit, then the profit will be considered as Short Term Capital Gain.

Metrics considered in evaluating the strength of a mutual fund's price momentum include the weighted average price - earnings to growth (PEG) ratio of the fund's portfolio holdings, or the percentage year over year increase in the fund's net asset value (NAV).