Sentences with phrase «follow fund performance»

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

In addition to factors previously disclosed in Tesla's and SolarCity's reports filed with the U.S. Securities and Exchange Commission (the «SEC») and those identified elsewhere in this document, the following factors, among others, could cause actual results to differ materially from forward - looking statements and historical performance: the ability to obtain regulatory approvals and meet other closing conditions to the transaction, including requisite approval by Tesla and SolarCity stockholders, on a timely basis or at all; delay in closing the transaction; the ultimate outcome and results of integrating the operations of Tesla and SolarCity and the ultimate ability to realize synergies and other benefits; business disruption following the transaction; the availability and access, in general, of funds to meet debt obligations and to fund ongoing operations and necessary capital expenditures; and the ability to comply with all covenants in the indentures and credit facilities of Tesla and SolarCity, any violation of which, if not cured in a timely manner, could trigger a default of other obligations under cross-default provisions.

We offer 22 index funds that attempt to track the performance of a range of the most widely followed equity and fixed income indexes.

The investment style attributed to the fund indicates that the historical performance of the fund most closely follows the style (s) checked (listed below).

I have pared my position in the stock following a run of strong performance, but as of December 31, 2017, the stock was still the largest holding in the fund.

Performance quotations have been calculated as follows: (a) for periods prior to January 1, 2002, a restated figure is used based on the fund's Class A performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to Performance quotations have been calculated as follows: (a) for periods prior to January 1, 2002, a restated figure is used based on the fund's Class A performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to performance is used, reflecting all charges and fees applicable to that class.

Performance quotations for this class reflect the following methods of calculation: a) For periods prior to the fund's Advisor Class inception date, a restated figure is used based on the fund's oldest share class, Class A performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to Performance quotations for this class reflect the following methods of calculation: a) For periods prior to the fund's Advisor Class inception date, a restated figure is used based on the fund's oldest share class, Class A performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to performance is used, reflecting all charges and fees applicable to that class.

Investors followed mutual - fund performance as fervently as sports fans track a championship race.

Here are some tips: — follow the funds in your 401k & make changes if needed depending on performance — stop chasing the latest I - phones.

ETFs typically follow an index fund model, meaning they are designed to reflect a specific market index's performance.

The financial institution assured that, `' barring any unforeseen circumstances, we see improved operating performance in 2018 based on the improving macro-economic and capital markets environment, declining cost of funds for the bank, and the growing contributions of asset and wealth management following last year's acquisitions».

That report, published in Brain Imaging and Behavior, quickly led to further research — a National Institutes of Health - funded study at Pitt examining the brain during dual cognitive - balance performance in children following concussion.

In addition to taking advantage of additional funding from the state, and attending mandatory workshops offered by the state for all schools identified as not meeting AYP, district leaders (curriculum superintendent, curriculum directors, school improvement director) conducted their own investigations of the problems in student performance and followed up with district support tailored to each school «s needs.

Private Schools: operate privately, funded by private money through tuition and donations, not required to follow same accountability measures as traditional public schools and may discriminate based on race, ethnicity, academic performance and religion.

e. Any incentive for teachers included in a compensation system developed and implemented by a local school division must meet the following criteria: 1) designate incentive payments as a range or tiers for target groups, such as differentiating between the teacher of record or teachers in support positions; 2) have a maximum payment to a teacher of $ 5,000 per year; 3) prorate payments for teachers who have taught for less than a full school year; and 4) performance evaluations for participating teachers must be completed in a timeline that provides sufficient time to distribute incentive funds to teachers and submit reimbursement requests to the Department of Education no later than June 1, 2015, for the first year and June 1, 2016, for the second year.

ScholarCentric's middle and high school materials, technology, and services align well with TRIO (Upward Bound and Talent Search) funding in the following categories: increase student achievement and expectations, implement intervention solutions to raise performance and college readiness, and support students from low - income areas.

ScholarCentric's middle and high school materials, technology, and services align well with GEAR UP funding in the following categories: increase student achievement and expectations, implement early intervention solutions to raise performance, and support students from low - income areas.

According to Department budget documents, the proposal «would support LEAs in establishing or expanding student - centered systems that: (1) differentiate funding based on student characteristics, providing disadvantaged students more funding on a per - pupil basis than other students; (2) offer a range of viable school options and enable the Federal, State, and local funds to follow students to the public school of their choice; (3) make school performance and funding data easily accessible to parents; and (4) empower school leaders to use funds flexibly to address student and community needs.

The following chart with associated statistics depicts the relative performance of the fund over the most recent five - year period:

The following chart with statistics shows the relative performance of the fund over the most recent three - year period:

The following chart shows the annual return for the funds invested from ages 45 to 60, using historical S&P performance from 2002 to 2016.

To monitor the performance of the US real estate market follow the IShares Dow Jones U.S. Real Estate Index Fund (IYR).

The following chart shows the relative performance of the fund vs. its reference portfolio of ETFs:

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

There has been a noticeable increase in Emerging Market exposure and momentum seems to be behind him as so far the performance has improved significantly, pushing the fund to a premium rating and attracting an increased following amongst retail investors.

Rather than choosing individual assets, you invest in index funds and ETFs that follow the performance of specific groups of assets.

AAII Model Portfolios Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn't Easy A benchmark should follow the same approach as the portfolio being measured, but the most popular benchmarks measure average portfolio performance.

We offer 22 index funds that attempt to track the performance of a range of the most widely followed equity and fixed income indexes.

After thoroughly researching for long term fund performance and considering minimal portfolio overlap I've shortlisted the following funds:

As the following table shows, of the 7 funds, only 3 have positive returns over the past 14 - month period, with the best performance being the gold ETF GLD.

Now, one year later, after what the market has gone through in 2008 and early this year, I am curious about the performance of my portfolio had I followed my plan in making regular investments into each funds.

The offeror describes the upgrading process as follows: ``... we sort funds and ETFs by risk, separating more speculative sector and single - country funds from more diversified funds, and we rank these funds each month based on relative performance.

They each year in January sort hedge funds into tenths (deciles) based on fund manager fWHR and then measure the performance of these decile portfolios over the following year.

Their main performance metric is 7 - factor hedge fund alpha, which corrects for seven risks proxied by: (1) S&P 500 Index excess return; (2) difference between Russell 2000 Index and S&P 500 Index returns; (3) 10 - year U.S. Treasury note (T - note) yield, adjusted for duration, minus 3 - month U.S. Treasury bill yield; (4) change in spread between Moody's BAA bond and T - note, adjusted for duration; and, (5 - 7) excess returns on straddle options portfolios for currencies, commodities and bonds constructed to replicate trend - following strategies in these asset classes.

Performance for Class A units of Renaissance U.S. Equity Income Fund and the number of mutual funds in the Fund's U.S. Equity category for the period ended December 31, 2017 is as follows: 4.6 %, 1300 funds (1 year), 12.2 %, 891 funds (3 years) and 15.0 %, n / a (since inception September 16, 2013).

The following charts with related statistics show the cumulative RealAlpha ™ for each fund that has at least ten years of history through 2016 (to learn more about this and other patent - based performance measures Alpholio ™ uses, please consult our FAQ).

Performance for Class A units of Renaissance Corporate Bond Fund and the number of mutual funds in the Fund's Canadian Fixed Income category for the period ended December 31, 2017 is as follows: 3.1 %, 582 funds (1 year), 2.7 %, 463 funds (3 years), 2.7 %, 373 funds (5 years) and 3.7 %, n / a (since inception November 18, 2009).

Performance for Class A units of Renaissance Global Science and Technology Fund and the number of mutual funds in the Fund's Global Equity category for the period ended December 31, 2017 is as follows: 31.1 %, 1525 funds (1 year), 18.3 %, 1034 funds (3 years), 21.1 %, 748 funds (5 years), 11.9 %, 363 funds (10 years) and 7.1 %, n / a (since inception October 28, 1996).

Exchange traded funds (ETFs) are products that follow performances of particular sectors in the investment market.

Funds in the top quartile (25 %) of returns are evaluated again in the following year based on one - year performance in order to determine the percentage of funds that maintained a top - quartile ranFunds in the top quartile (25 %) of returns are evaluated again in the following year based on one - year performance in order to determine the percentage of funds that maintained a top - quartile ranfunds that maintained a top - quartile ranking.

The Funds employ an «Upgrading» strategy whereby investment decisions are based on near - term performance, however, the Funds may be exposed to the risk of buying underlying funds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market vFunds employ an «Upgrading» strategy whereby investment decisions are based on near - term performance, however, the Funds may be exposed to the risk of buying underlying funds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market vFunds may be exposed to the risk of buying underlying funds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market vfunds immediately following a sudden, brief surge in performance that may be followed by a subsequent drop in market value.

Follow your asset allocation plan and avoid chasing performance based solely on a fund's one year performance.

In addition, the fund's performance is subject to the risks that may affect the performance of the underlying funds, which are as follows.

The worst annual performance of Vanguard's short - term corporate bond fund was a 4.7 % loss in 2008 — and it easily recouped that loss the following year.

Some ETF companies increasingly try to set their products apart from traditional market index funds by inferring the indexes they follow will have better performance than the benchmarks.

The following USAA mutual funds have earned four or five stars from Morningstar based on their performance.

Many exchange - traded funds that passive investors use tend to follow the S&P 500 (SNPINDEX: ^ GSPC) as a benchmark, tracking their performance against the venerable index and seeking to match the market's overall gains.

Dear Srikanth, Your model portfolio is followed by many of your fans.If possible, analyse mid year performance of mutual funds in your portfolio.

In sports, it is difficult for teams to consistently win year after year over the long run, and it seems mutual fund performance follows a similar trend according to the December 2012 SPIVA Persistence Scorecard.

CXO examines a July 2010 paper, «Hedge Fund Characteristics and Performance Persistence», by Manuel Ammann, Otto Huber and Markus Schmid, in which the authors investigate hedge fund performance persistence over periods of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characteristic, which might include the followFund Characteristics and Performance Persistence», by Manuel Ammann, Otto Huber and Markus Schmid, in which the authors investigate hedge fund performance persistence over periods of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characteristic, which might include thePerformance Persistence», by Manuel Ammann, Otto Huber and Markus Schmid, in which the authors investigate hedge fund performance persistence over periods of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characteristic, which might include the followfund performance persistence over periods of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characteristic, which might include theperformance persistence over periods of six to 36 months based on portfolios of hedge funds formed via double sorts on past performance and another fund characteristic, which might include theperformance and another fund characteristic, which might include the followfund characteristic, which might include the following: