Sentences with phrase «equity securities»

Equity securities are a type of financial instrument that represents ownership in a company. When you own equity securities, you own a portion of the company's assets and may be entitled to a share of its profits. These securities are typically in the form of stocks or shares, and the value of your investment can go up or down, depending on the company's performance. Full definition
To seek long - term capital growth by investing in a diversified portfolio consisting primarily of equity securities of companies located anywhere in the world.
To provide superior long - term capital appreciation by primarily investing in equity securities in emerging markets.
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the benchmark.
In most cases, for equity securities, the initial margin requirement is 50 %.
Equity securities include common stock, preferred stock, and warrants.
The fund invests primarily in dividend - paying equity securities.
The fund also seeks capital appreciation through long positions on equity securities which the fund's adviser believes are undervalued.
Under normal circumstances, the fund invests at least 80 % of its assets in common stocks and other equity securities of small - cap companies.
The strategy selects equity securities of REITs exhibiting a favorable combination of factor characteristics, including quality, momentum, and value.
Generally, a plan will classify claim holders as secured creditors, unsecured creditors entitled to priority, general unsecured creditors, and equity security holders.
The strategy will invest in foreign securities by purchasing equity securities directly or through instruments that provide exposure to foreign companies.
To achieve long - term investment return through a combination of income and capital growth by investing primarily in a diversified portfolio of Canadian equity securities, investment grade bonds and money market instruments.
Net investment income results from the funds holding debt securities, money market instruments and / or dividend - producing equity securities.
Our entity - level placement offerings allow us to place common, perpetual preferred, and convertible preferred equity securities.
Examples: credit enhancing I / O strips and private equity securities.
There are two types of equity securities routinely used in financing new businesses: preferred and common.
Equity securities generated net revenues of $ 1.3 billion, primarily reflecting strong corporate performance and company - specific events in private equity, as well as net gains in public equities.
Buyers can purchase equity securities thorough a brokerage firm or individually on line.
Funds with more than 5 % of equity holdings in Japanese equity securities are excluded from the category.
The fund may also invest a portion of its assets in equity securities not listed on an exchange.
Blue Chip: A descriptive term usually applied to high - grade equity securities.
The fund invests primarily in equity securities of companies that are considered to be undervalued.
The fund will invest primarily in common stocks and other equity securities.
He also has significant experience representing creditors and committees of both creditors and equity security holders.
This fund primarily invests in equity securities of companies which are engaged in manufacturing activity only.
The Fund normally invests 50 % -70 % of its total assets in well - established, large cap equity securities with market capitalization sizes of greater than $ 5 billion.
Marketable equity securities includes investments in common and preferred stock.
According to the release, the KeyBank N.A. EB Large Cap Growth Fund will invest in domestic large - cap equity securities above $ 15 billion market capitalization.
Hartford Multifactor Emerging Markets ETF -LRB-» ROAM») seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Risk - Optimized Multifactor Emerging Markets Index (Bloomberg Ticker: LROAMX), which tracks the performance of emerging market equity securities.
RBC Quant Global Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital growth.
If given the data, one can easily compare the risk and return of an equally weighted portfolio of the entire dividend - paying universe of securities from within the S&P / TSX Composite Index with the risk and return of an equally weighted basket of the non-dividend paying equity securities from the same universe.
This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity.
The MSCI World Value Index is a free float - adjusted market capitalization - weighted index that is designed to measure the performance of value - oriented equity securities of global developed markets.
For a very popular (i.e., mid-spectrum) market, Aked and Moroz (2015) found in their internal empirical analysis that a small lot of listed US equity securities cost, on average, 3 % for each block of average daily volume.
While foreign withholding taxes will continue to apply to dividends paid on certain international equity securities included in the XEF Index, it is expected that the change in investment strategy implementation will reduce the overall amount of withholding taxes borne directly or indirectly by XEF.»
S&P 500 Index is a commonly recognized, capitalization - weighted index of 500 widely - held equity securities, designed to measure broad U.S. equity performance.
Brandon represents issuers and underwriters in debt and equity securities offerings, including Section 144A / Regulation S and registered transactions, shelf offerings, follow - on offerings and initial public offerings.
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