Sentences with phrase «core equity fund»

The core equity fund, which has gotten $ 5 billion so far, will deploy $ 1 billion to $ 3 billion per deal, said Baratta.

Todd C. Ahlsten Parnassus Investments Chief Investment Officer Lead Portfolio Manager - Parnassus Core Equity Fund

Prior to March 31, 1998, the Parnassus Core Equity Fund was a balanced fund.

In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001.

As of September 30, 2016, Xylem Inc. represented 2.7 % of the Parnassus Core Equity Fund and 2.9 % of the Parnassus Mid Cap Fund TNA.

Performance shown prior to the inception of the Institutional Shares reflects the performance of the Parnassus Core Equity Fund - Investor Shares and includes expenses that are not applicable to and are higher than those of the Institutional Shares.

The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings.

The inception date for the Parnassus Core Equity Fund and Parnassus Fixed Income Fund is August 31, 1992.

A diversified, primarily blue chip, core equity fund managed with a keen eye toward after - tax returns.

Value - oriented investors who screen out companies that don't meet strict social standards, [the fund managers], over the last year, generated a respectable 14 percent return in their core equity fund where they have large stakes in Apple and Google.

All of the funds are hugely diversified: the Canadian Core Equity Fund holds more than 600 stocks, for example, while their International Core Equity Fund holds over 4,300.

September 30: Switched the DFA Canadian Vector Equity Fund Class F (DFA600) to the DFA Canadian Core Equity Fund Class F (DFA256).

Performance shown for the Parnassus Core Equity Fund - Institutional Shares prior to the inception date of April 28, 2006 reflects the performance of the Parnassus Core Equity Fund - Investor Shares.

In theory AllianzGI Behavioral Advantage Large Cap Fund (AZFAX) is going to be reorganized «with and into» Fuller & Thaler Behavioral Core Equity Fund, which sounds like the original fund is disappearing.

As of 03/31/2018, The Clorox Company represented 3.2 % of TNA of the Parnassus Mid Cap Fund, 3.2 % of TNA of the Parnassus Core Equity Fund and 1.5 % of TNA of the Parnassus Fixed Income Fund.

KLA Tencor Corp. represented 2.5 % of the Parnassus Fund's TNA, 1.4 % of the Parnassus Core Equity Fund's TNA, 3.1 % of the Parnassus Mid Cap Fund's TNA, 1.7 % of the Parnassus Fixed Income Fund's TNA and 2.0 % of the Parnassus Asia Fund's TNA.

Alphabet Inc., CL A represented 2.6 % of the Parnassus Fund's TNA, 1.8 % of the Parnassus Core Equity Fund's TNA and 3.8 % of the Parnassus Endeavor Fund's TNA.

T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of small - and mid-cap U.S. stocks.

For example, the DFA Canadian Core Equity Fund holds 578 stocks.

Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager, is a Portfolio Manager for the Hartford Core Equity Fund, Hartford Small Cap Growth Fund, and Hartford Small Company Fund.

Hartford Core Equity Fund tends to focus on quality, large - cap U.S companies that can be an excellent foundation on which to build a strong portfolio.

Franklin ActiveQuant U.S. Corporate Class Franklin ActiveQuant U.S. Fund Franklin Mutual U.S. Shares Corporate Class Franklin Mutual U.S. Shares Fund Franklin U.S. Core Equity Fund Franklin U.S. Opportunities Corporate Class Franklin U.S. Opportunities Fund Franklin U.S. Rising Dividends Corporate Class Franklin U.S. Rising Dividends Fund Franklin U.S. Rising Dividends Hedged Corporate Class

Closer to home, a pickup in the U.S. economy, combined with renewed calls for greater infrastructure investment, bodes well for companies like Pentair (pnr), a water - equipment maker, says Todd Ahlsten, manager of the $ 14.4 billion Parnassus Core Equity Fund.

A number of ETFs changed their benchmark index during 2012, including some core equity funds from BMO and Vanguard.

Let's start with the positive results: the three core equity funds tracking the RAFI fundamental indexes had very low tracking errors.

Not exact matches

The fund, called the Blackstone Core Equity Partners, will seek to invest in safer, larger companies for more than twice than the three - to - five - year holding period private equity firms usuallyEquity Partners, will seek to invest in safer, larger companies for more than twice than the three - to - five - year holding period private equity firms usuallyequity firms usually have.

Glassman uses Dimensional Funds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposFunds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposfunds marketed to financial advisors, for his core domestic and international equity exposures.

The Japan Core Alpha Equity Fund lost 7 percent.

• Onex Corp, a Canada - based private equity firm, raised $ 5.72 billion so far for its fifth core buyout fund, according to Private Equityequity firm, raised $ 5.72 billion so far for its fifth core buyout fund, according to Private EquityEquity News.

Meanwhile, the iShares Core MSCI Emerging Markets ETF (IEMG) was the top international equity fund of the week, with inflows of $ 1 billion, while the Vanguard Total International Bond ETF (BNDX) was the most popular fixed - income product, with inflows of $ 571 million.

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)

The Vident Core U.S. Bond Strategy ETF (VBND) lowered its expense ratio from 0.48 % to 0.43 %, while the Vident Core U.S. Equity Fund (VUSE) reduced its expense ratio from 0.55 % to 0.50 % and the Vident International Equity Fund (VIDI) lowered its expense ratio from 0.68 % to 0.61 %.

NWQ's core product is its fiduciary fund, which invests across a portfolio of Australian cash, fixed income and equities managers.

Find out which four index mutual funds are among the best U.S. equities index mutual funds for core holdings in your investment portfolio.

2016.11.16 RBC Global Asset Management Inc. announces sub-advisor changes to five U.S. equity funds RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core Equity Poequity funds RBC Global Asset Management Inc. today announced that on or about November 30, 2016, portfolio management responsibilities for RBC Private U.S. Large - Cap Core Equity PoEquity Pool,...

A lot of Vanguard Equity Income (similar to the stock portion of Wellington Fund) and Baird Core Plus for bond exposure.

This post explains why index funds are the best choice for your core equity holdings.

In 2017, investors poured more than $ 160 billion into international equity ETFs — almost as much as they did into U.S. equity funds — and emerging market funds were big in - takers, with ETFs like the iShares Core MSCI Emerging Markets ETF (IEMG) and the Vanguard FTSE Emerging Markets ETF (VWO) among the year's most popular strategies.

U.S. equity ETFs saw nearly $ 30 billion in net creations, with funds like SPY, the iShares Core S&P 500 ETF (IVV) and the PowerShares QQQ Trust (QQQ) leading the haul.

Not surprisingly, international equity has been one of the more popular ETF categories over the first six months as some investors sought potential opportunities in funds like iShares Core MSCI EAFE IMI Index ETF (XEF), which attracted inflows of $ 72.9 million this year through June, according to BlackRock's Follow the Flow data.

The Company is a fund manager across six core investment themes, such as external debt, local currency, special situations, equity, corporate high yield and multi-strategy.»

«There is a backlog of investment opportunities, both from private equity firms looking to exit their positions and from local corporates that are looking for strategic partners to grow their core competencies and fund their regional expansion plans,» Beyhum says.

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 assFUND 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 assFund 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.

That's less than the 12.2 percent the city could have earned — another $ 1.9 billion — if it invested the money in reliable, low - cost S&P 500 Index and Core Bond funds and avoided risky, expensive hedge funds, private equity and real - estate investments.

At the Education Writers Association's 69th National Seminar in Boston last week, several leading journalists predicted that school finance (e.g., funding equity and adequacy), race (e.g., school integration, school discipline), state accountability systems under the new Every Student Succeeds Act, and implementation of the Common Core State Standards would receive the most coverage during the 2016 - 17 school year.

I am trying to invest online for JM Financial (JM Core 11 Fund) and Principal (Emerging BlueChip equity Fund).

In July, Invesco restructured its U.S. Quantitative Core and Global Quantitative Core funds and renamed them Invesco Low Volatility Equity Yield and Invesco Global Low Volatility Equity Yield.

Incidentally, for US equities the authors used the mutual fund equivalent of the Vanguard Total Stock Market (VTI), while for international equities they used the mutual fund equivalent of the Vanguard Total International Stock (VXUS), both of which are core holdings in my Complete Couch Potato.

Canadian equity iShares Core S&P / TSX Capped Composite Index ETF [TSX: XIC] TD Canadian Index Fund [TDB900]