Sentences with phrase «entire value of the funds»

You can elect to withdraw the assets as a lump sum and be taxed on the entire value of the fund or you can set up a minimum distribution schedule based on your life expectancy.

On top of that, because charities are usually able to receive life insurance policy proceeds on a tax - free basis, they can use the entire value of the funds.

The lump sum payout is given to the nominee in the event of death and the entire value of the fund is given to the insured if he survives the policy term.

Not exact matches

The weak corporate results will likely prompt analysts to lower their quarterly earnings forecasts for the entire S&P 500, said John Fox, co-manager of the FAM Value Fund, which specializes in small and medium - sized companies.

This latter strategy each month allocates the entire portfolio value to the one of the following 12 debt class mutual funds with the highest past total return (optimally over the last two months):

The entire value of the Strategic Growth Fund remains hedged with put options having strike prices roughly 2 % below current market levels.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

«Governor Cuomo's entire argument on school funding is just one big excuse to ignore the lives of students who are black or brown or working class,» said Nixon, who added that the governor's budget «does not value the lives of the majority of New York's children.»

In 2014, the SNSF signed the San Francisco Declaration on Research Assessment (DORA), which recommends funding bodies to be explicit about the criteria used in evaluating the scientific productivity of applicants, thereby taking account of the scientific quality, value and impact of their entire research output in addition to their publications.

By recognizing the value of the educator workforce and dedicating funding toward improving the entire career continuum, the PDE is setting in motion a virtuous cycle whereby teachers want to enter and remain in the profession — inspiring the next generation of prospective teachers to do the same.

If I understand correctly, only the initial income tax would be levied upon the old contributions and NOT on the final value of the entire fund

Where you are incorrect is your assumption that an RESP fund, such as CST, would have been selling and re-purchasing it's entire bond portfolio every year, regardless of market value.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge.

When I use such tools as Morningstar's Instant X-ray to check the asset allocation of my mutual funds, what I use are the market value of each fund and the tool will take the face values to determine the percentage of each asset class across the entire portfolio.

While the fund added a substantial amount of value over the entire analysis period, it did so in relatively short bursts rather than a steady progression.

At the end of each trading day (4:00 PM ET), the value of the entire fund's holdings is totaled up and the fund is given a value (divided by its number of shares).

Your entire purchase price is invested in Fund shares at the net asset value («NAV») per share of the Institutional Class.

3) Allow «toxic asset» purchases using public funds only to the extent that the entire issuance of various securitized mortgage pools can be purchased «all or none» at a moderate percentage of face value.

«On behalf of the entire ORBIS team, I want to thank all the attendees of the 2007 Value Investor Conference in Los Angeles for raising $ 8,500 in much needed funds for ORBIS.

The Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

Since a mutual fund's net asset value (NAV) is based on the total value of its entire portfolio, less expenses, and since the value of any stock investment is not affected by a split, the value of a mutual fund remains stable when a stock in its portfolio splits.

The Net Asset Value of the fund appreciates over time and no dividend is paid out during the entire tenure of the holding.

If the policyholder surrenders his policy after completing 5 policy years, then the entire fund value as on the date of surrender is payable without any additional charges applicable.

On death of the insured, higher of the available fund value or 105 % of the premium is paid to the nominee who may choose to receive annuities or withdraw the entire amount

Funded with after tax dollars, the life insurance contract's value will grow tax deferred until death of the insured, in which case the entire amount can be handed down free of any taxes to the next generation.

On death, higher of the available fund value or 105 % of the premium is paid to the nominee who may choose to receive annuities or withdraw the entire amount

After the completion of 5 policy years, on the very date when the policy was surrendered, the entire fund value is paid without any charges.

If the plan is surrendered after 5 completed policy years, the policyholder will receive the entire Fund value on the date of surrender without any charges.

After the completion of 5 policy years, on the date of surrender, the entire fund value is paid without any charges.

Under this HDFC pension plan, on death of the insured, higher of the available fund value or 105 % of the premium is paid to the nominee who may choose to receive annuities or withdraw the entire amount

If the policyholder outlives the entire policy term, they gets the Maturity Benefit, which is equal to the Fund Value as on the date of maturity.

If surrendered after 5 completed policy years, the entire Fund value on the date of surrender is paid without any additional charges.

The policy ensures that the families of the policyholders are protected in the tragic event of the policyholders» death as they will receive the entire Sum Assured of the Fund Value as the Death Benefit.

On death of the insured, higher of the fund value or 105 % of all premiums paid or total premiums compounded at 0.5 % - 3 % depending on the risk profile chosen, is payable to the nominee who can withdraw the entire amount or use the amount to avail annuity from the company

Withdraw the proceeds as periodic installments over a maximum period of 5 years from the date of maturity, on a yearly, half yearly, quarterly, or monthly (through ECS) basis, Alternatively, you can also withdraw the entire Fund Value, without paying any charges.

In a case, if the insured chooses to discontinue his plan after completing 5 years, then the entire fund value as on the date of surrender shall be paid to the insured without any additional charges applicable.

It is a «TOP UP» facility under which the additional amount is invested as per the fund option chosen and the entire amount is utilized for the investment purpose to increase the corpus (in terms of fund value) in the funds opted by you in the plan.

On survival of the policy duration, Rakesh would get the entire fund value, but not the sum assured.

Continue paying premiums through the entire Premium Payment Term, discontinuing premium payment can not only lapse the life cover leaving you unprotected, but also depletes fund value in case of ULIPs.

On choosing this rider all future premiums till the entire Policy Term subject to a maximum age of 60 years along with an amount equal to higher of 105 % of all premiums paid or Fund Value will be paid to the nominee.

· Save Benefit - Under this option, the Sum Assured is paid immediately on Death or Diagnosis of any of the Critical Illnesses mentioned and 100 % of the future premiums are paid by the insurer towards the Fund such that the entire Fund Value is paid to the beneficiary when the policy matures

· Save - n - Gain Benefit - Under this option, the Sum Assured is paid immediately on Death or Diagnosis of any of the Critical Illnesses mentioned and 50 % of the future premiums are paid by the insurer towards the Fund such that the entire Fund Value is paid to the beneficiary when the policy matures.

The NPS website states that the entire National Pension Fund «is valued at approximately KRW 618 trillion as of the end of October 2017.»