Sentences with phrase «employed by mutual fund»

The individual or organization employed by a mutual fund or other investors to direct the investments and management of the fund's assets.

Active Share determines the extent of active management being employed by mutual fund managers.

Active Share determines the extent of active management being employed by mutual fund managers: the higher the Active Share, the more likely a fund is to outperform the benchmark index.

The traditional measurement of the extent of active management employed by a mutual fund relies on methods comparing a fund's historical returns to those of its benchmark index.

Not exact matches

Appropriate mutual funds for investors seeking to employ a momentum investing strategy can be identified by fund descriptions where the fund manager clearly states that momentum is a primary factor in his selection of stocks for the fund's portfolio.

Investors can seek out contrarian - style funds to invest in, or they can employ a contrarian mutual fund trading strategy by selecting mutual funds to invest in using contrarian investment principles.

Some of the investment products displayed on the BNY Mellon AMNA Website are available in the form of a separately managed account or mutual fund managed by BNY Mellon AMNA; some of the products are available in the form of a mutual fund managed by The Dreyfus Corporation using the same portfolio management personnel and the same investment style and strategies as are employed by BNY Mellon AMNA for its separately managed accounts; some of the products are available in the form of a bank collective trust fund managed by The Bank of New York Mellon, as trustee, using the same portfolio management personnel and the same investment style and strategies as are employed by BNY Mellon AMNA for its managed accounts; and some of the products are available in both managed account and bank collective trust fund form.

The complaint points out the two main differences between CITs and mutual funds, one of which is that, while ERISA explicitly excludes mutual fund managers from the definition of a fiduciary to the extent they are managing assets of a plan covered by ERISA, the trustees (and any sub-advisers they employ) of CITs are ERISA fiduciaries, according to Department of Labor (DOL) Advisory Opinion 2005 - 09A.

Rational Funds currently offers seven mutual fund products, which employ rigorous research backed by sound academic theory, and a disciplined and systematic investment approach.

Rational Funds currently offers eight mutual fund products, which employ rigorous research backed by sound academic theory, and a disciplined and systematic investment approach.

Any excess returns that hedge funds have previously earned are usually the result of leverage (which are not employed by regular mutual funds).

Faith Julian is an independent self - employed barrister registered with the Bar Standards Board of England; whose practice is governed by the Code of Conduct of the Bar of England and Wales which code can be found at www.barstandardsboard.org.uk; has full professional liability insurance provided by the Bar Mutual Indemnity Fund Limited (ref BM 2930/070)(details of the world - wide cover are provided at www.barmutual.co.uk); is registered for VAT (reg.

Thomas Cockburn is an independent self - employed barrister registered with the Bar Standards Board of England; whose practice is governed by the Code of Conduct of the Bar of England and Wales which code can be found at www.barstandardsboard.org.uk; has full professional liability insurance provided by the Bar Mutual Indemnity Fund Limited (ref BM 2930/074)(details of the world - wide cover are provided at www.barmutual.co.uk); is registered for VAT (reg.