Sentences with phrase «equity and bond fund»

The course provides an overall understanding of how equity and bond fund portfolios are managed.

One thing that came out of our «employee empowerment project» was a need to improve our equity and bond fund offerings.

Global emerging market equity and bond funds have both posted inflows in all but two weeks, year - to - date.

The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

In the initial stage, the regulators said Friday, the linkage will only apply to general equity and bond funds, as well as to certain exchange - traded funds that track benchmark stock indexes by purchasing the underlying shares.

For equity and bond funds, it also raises the question of whether the fund should be actively or passively managed, and for an actively managed fund, specialists select securities according to various criteria Identify particularly promising companies and thus do better than the market.

Investors are inclined to do the opposite, as you can confirm with a glance at fund flows between equity and bond funds during bull and bear market runs.

Also of note, new assets into proprietary equity and bond funds and ETFs held off the Schwab platform jumped 57 percent from a year ago.

Full results for Australian equity and bond funds are provided in Table 4.

Your new allocation might increase the percentage of income - producing investments, including dividend - paying equities and bond funds.

The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

The biannual SPIVA India Scorecard attempts to capture the performance of active funds (both equity and bond funds) domiciled in India against the S&P BSE benchmarks over different time horizons.

We have been retired for more than twenty years and still maintain a 60 - 70 % / 30 % mix of equities and bond funds.

As the FT reports, the group looked at 2,500 funds (including both equity and bond funds), and found that only 18 % of them managed to beat the index they were measuring themselves against.

Not exact matches

Those who want to buy a specific country bond fund should use a little money from their fixed income allocation and a little from their equity allocation, says Hallett.

His specialties, he says, include «financial reporting, board reports, mutual fund expenses, short - term investment vehicles, fund fact sheets, mutual fund daily reconciliations, closed - end funds, UCITS, fixed income, high - yield bonds, convertible bonds, [and] equities.»

If rules allowed, Fink added, the guy's pension fund should sell all of its bonds «and go 100 % equities» because that's where tomorrow's returns will be made.

The company rolled out more than a dozen funds over seven years, concentrating on Canadian, U.S. and global equities and bonds.

After years and years and years of massive, massive inflows into bond funds and equally massive outflows out of domestic equity funds, we've finally started to see that shift.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

Just for fun, I've included a numerical example here using 2011 year - to - date numbers for a money market fund, a bond ETF and three equity ETFs representing Canadian, U.S. and international stocks.

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

«Banks could hold more equities and investment funds instead of holding government bonds,» Taguchi told CNBC.

Lewis, fund's chief investment officer, spent nine years at Citigroup as a director of the bank's global special situations group, a $ 5 billion prop - trading group that specialized in distressed debt, high - yield bonds, and value equity.

The $ 15.6 trillion mutual fund industry holds about $ 6 trillion in domestic equity assets and $ 3.8 trillion in total bond - related money.

Once you dig into your fund's prospectus to learn about the holdings, you should see a mix of U.S. and non-U.S. equities, as well as a combination of different bond portfolios.

«The market is fragmented and inefficient, and traditional indexes are poorly designed,» he said, but he added that higher - fee active bond funds run into the same problem as active equity funds.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Legendary Wall Street value investor Howard Marks says the big money has already been made in hedge funds, and maybe in private equity and junk bonds too.

Investors who want to increase their tax deferred retirement savings beyond the contribution limits of an IRA or 401 (k), with the ability to invest in a wide range of investments including equity, bond, and asset allocation funds

Business credit has been falling, but this has been more than offset by increases in non-intermediated sources of funding, such as equity raisings and corporate bond issuance.

At the same time, investors who may be unsure about the prospects of equities and bonds seem to be starting to allocate more money to hedge fund strategies that aim to capture alpha in both up and down markets.

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.

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitFund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitfund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

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 %.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitFund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitfund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

As to the GDF, the same Plan Description advised Sulyma that the asset mix of the GDF included «domestic and international equity, global bond and short - term investments, hedge funds, private equity, and real assets (e.g. commodities, real estate & natural resource - focused private equity).»

Since 2007, U.S. equity mutual funds and exchange traded funds have suffered net outflows to the tune of $ 250 billion while close to $ 1.6 trillion have flowed into bond funds — wow.

NWQ is suitably resourced and experienced to be able to deliver clients an actively risk managed portfolio of Australia's leading equity hedge funds that has an ability to generate attractive risk adjusted returns irrespective of equity or bond market direction.

I sold my stocks including the ComEd DRIP and created a diversified portfolio of actively managed equity and bond mutual funds.

For the following F - series funds, these dates were: Corporate Advantage Fund (September 11, 2015), High Yield Bond Fund (hedged and unhedged)(September 11, 2015), Canadian Dividend Fund (September 11, 2015), US Equity Fund (May 25, 2016), US Dividend Fund (September 26, 2016), US Small / Mid-Cap Equity Fund (October 31, 2016), International Equity Plus Fund (May 25, 2016), Income Advantage Fund (September 11, 2015), and Balanced Fund (August 25, 2015).

Over recent years, more and more plans are offering a suite of low - cost index funds covering domestic equities, foreign equities, U.S. taxable bonds, and cash.

Overall North American equity recommendations were downgraded to 67.8 percent from 69.1 percent, the lowest since December 2014, and fund managers» preference for North American bonds were cut to 70.0 percent, the lowest in seven months.

In both ways, the Hussman Funds can contribute to a well - constructed, diversified portfolio that includes U.S. equities, international equities, U.S. Treasury securities, and as appropriate, precious metals shares, U.S. agency securities, investment grade corporate bonds, and Treasury inflation - protected securities.

The fund adjusts its allocations daily based upon equity and bond market volatility, correlation between the bond and equity indexes, and the yield - to - maturity of the bond index.

To help fund its ballooning installations, the company turned to an array of instruments, such as tax - equity financing, bonds, and debt securities.

2014.04.28 RBC Global Asset Management Inc. launches new Global Equity Focus Fund, International Equity Currency Neutral Fund and Series T5 Global Convertible Bond Fund RBC Global Asset Management Inc. (RBC GAM) announced today the launch of RBC Global Equity Focus Fund, RBC International Equity Currency Neutral Fund and Series T5 units of BlueBay Global Convertible Bond Fund...