Sentences with phrase «for additional fund shares»

Mutual funds allow reinvestment of dividends and interest for additional fund shares.

Not exact matches

Separately, Bill Gross, manager of the world's largest mutual fund, said in a Twitter posting that Icahn should stop pushing Apple for additional share repurchases and do more for charitable causes.

Wrap fees add an additional layer of fees a plan fiduciary must consider when evaluating an insurance company's fees for reasonableness — Directly invoiced fees and revenue sharing payments made by the underlying mutual funds may still apply.

As a result of these agreements, Retrophin paid out $ 2.8 million in cash and issued 11,000 Retrophin shares, and Shkreli diverted an additional 47,610 Retrophin shares for the benefit of himself and his MSMB Funds, resulting in a benefit to him and to them of more than $ 4.5 million (at current market prices).1

«The governor has allocated $ 8.4 billion in the MTA capital plan, is pushing for a dedicated funding stream for the MTA and committed an additional $ 400 million for the subway action plan, while Mayor de Blasio did not meet his legal obligation to fund the capital plan and refuses to pay his fair share,» he said.

These were balanced by a number of benefits, including sharp cost reductions for Greene, an ongoing revenue stream for Columbia and the possibility of additional funding from Albany to support the shared facility.

Pointing to the police revenue sharing defeat, the decision not to fund VEEB, and the loss of additional hotel / motel revenue — as well as use of the sewer stabilization funds — Mr. Schneiderman voted against the budget for the first time in 10 years.

The UFT's other legislative priorities this year include new curriculum and teacher training aligned with the education standards that are being developed; restored funding for Teacher Centers statewide; additional funding for community schools and the Positive Learning Collaborative; closing tax loopholes to ensure the wealthy pay their fair share; and increased investment in technology and career and technical education programs.

Walcott testified that the mayor was «outraged» that the state did not come through with the city's fair share of aid for next year and froze additional funds that were supposed to come to New York City schools as a result of the settlement of the Campaign for Fiscal Equity school aid lawsuit.

Another $ 500 million will be available for construction and renovation of NIH buildings, and an additional $ 1.3 billion will go to grantees to renovate their research facilities and to purchase shared equipment — a total of $ 10 billion in economic stimulus funds.

Government schools will each receive a share of a $ 1.09 billion fund next year for educational resources and student support, including targeted literacy and numeracy programs, teacher training, and additional speech pathologists.

The measure calls for a commission consisting of the governor, state superintendent, and legislative leaders to devise means of generating an additional $ 1 billion in state revenue to increase the state's share of public school funding from about 40 percent to roughly 65 percent.

It makes 14 recommendations, including additional funding for 2016 - 2019 and a «what works» style campaign to share successes.

To gain additional insights, we also re-ran both stages of our analysis while accounting for the average share of funding that private schools receive from the government.

The funding will support training for an additional 700 teachers, who will then share their knowledge across the system, and will cover the cost of textbooks.

Rep. Biggs shared his proposal to create additional flexibility for federal Title I funds and asked for additional details about the Common Core replacement that took place in December.

Although Connecticut's Education Cost Sharing (ECS) formula is no longer being used faithfully to distribute state education aid to municipalities, the framework from which the grant is based provides additional funding to students who are eligible for FRPL.

While Connecticut's Education Cost Sharing (ECS) formula is no longer being used faithfully to distribute state education aid to municipalities, the framework from which the grant is based provides additional funding to students who are eligible for FRPL.

(b) Not later than June 30, 1974, the Secretary shall report to the Congress his findings and recommendations, including recommendations for additional legislation, with respect to the study required by this section, which report shall include recommendations with respect to allotment of Federal funds among the States and the Federal share of the cost of furnishing vocational REHABILITATION services by the States.

An account holder would not be able to exercise a call option to purchase shares of a stock if the funds are not available because additional contributions may not be possible if they exceed the annual contribution limit for IRA accounts during the calendar year.

As an additional service to its shareholders, Putnam calculates the cost basis and the resulting gain or loss for each sale of fund shares during the year.

There will be no additional penalty for his son's funds if the share price falls below the Icahn selling price.

Similarly, the majority of front - end load investments do not charge investors an additional sales charge when shares are exchanged for a different investment as long as the new investment is offered by the same fund family.

Thank you for your guidance.Basis the info on funds shared with you is the below plan ok to meet meet the goal mentioned.From the below mentioned funds franklin & tata are already ongoing to meet other goals and hence to avoid overlap will allocate additional amount.The only new fund will be axis elss (want to add a elss to the portfolio as i want to exit HDFC tax saver)

Giving away appreciated securities such as stocks, bonds, or mutual fund shares offers an additional tax benefit: You can generally take a tax deduction for the full market value of the securities donated and also avoid paying tax on the capital gains on the investment.

The feature Transamerica Funds offers for shareholders to reinvest their dividends or capital gain distributions to purchase additional fund shares, or to direct dividends from one fund to purchase shares of a different Transamerica fund.

If your account for this mutual fund includes shares you received as a gift, you may have to meet an additional eligibility requirement.

A silver lining: When you sell a fund, your cost basis for tax purposes includes not only the amount you invested, but also any distributions you reinvested in additional fund shares.

Distributions are taxable to you for federal income tax purposes, whether or not you reinvest these amounts in additional Fund shares.

I did purchase some additional fund shares in February, before the second tender offer, which turned out to be not a particularly propitious moment to increase my holdings, but overall, notwithstanding the negative developments in the bond market over the past couple of months, my IRR for this investment is just over 10 %.

If you grow both funds by the max for 10 yrs, and do this swap every year, you get close to 4 - 5K additional shares in the dividend fund.

You are buying additional shares — you're just bypassing the extra paperwork of receiving the dividend check and sending the mutual fund company a different check to pay for the purchase.

Shares of exchange traded funds (ETFs) are not individually redeemable and owners of the shares may acquire those shares from the ETF and tender those shares for redemption to the ETF in Creation Units only, typically in blocks of 50,000 shares, see the Fund's prospectus for additional information regarding Creation Shares of exchange traded funds (ETFs) are not individually redeemable and owners of the shares may acquire those shares from the ETF and tender those shares for redemption to the ETF in Creation Units only, typically in blocks of 50,000 shares, see the Fund's prospectus for additional information regarding Creation shares may acquire those shares from the ETF and tender those shares for redemption to the ETF in Creation Units only, typically in blocks of 50,000 shares, see the Fund's prospectus for additional information regarding Creation shares from the ETF and tender those shares for redemption to the ETF in Creation Units only, typically in blocks of 50,000 shares, see the Fund's prospectus for additional information regarding Creation shares for redemption to the ETF in Creation Units only, typically in blocks of 50,000 shares, see the Fund's prospectus for additional information regarding Creation shares, see the Fund's prospectus for additional information regarding Creation Units.

Also, additional purchases, reinvestments of fund distributions, or redemptions from your account will alter the amount of your future payouts for the year because of the resulting change in the number of shares you hold.

For taxable years beginning after December 31, 2012, certain U.S. shareholders, including individuals and estates and trusts, will be subject to an additional 3.8 % Medicare tax on all or a portion of their «net investment income,» which should include dividends from the Fund and net gains from the disposition of shares of a Fund.

You can see here Vanguard in the US has no fees for buying shares, but has a minimum of one share; so if you're buying their S&P 500 (VOO), you'd need to wait until you had $ 200 or so to invest in order to invest additional funds.

On June 28, 2013, your spouse receives a dividend from the fund, most of which is used to automatically purchase 22 additional shares of XEC at $ 18.71 (for a total DRIP of $ 411.62).

The agreed upon use of income dividends or capital gains distributions for the purchase of additional shares in a fund or company.

«Allie's Pals shares the high standards that Maddie's Fund upholds, believing that every animal deserves respect, consideration, and top notch care; additionally, we will continue Maddie's Fund's tradition of going the extra mile for those cats and kittens in need of additional care and treatment for minor, or in some cases, major, conditions.»

If we do get funded and we miss the Stretch Goal, we will use the extra funds towards additional content for the game and we will share what these are with you in a post campaign update.

The Art Fund gave # 50,000 to the scheme for the acquisition of works and additional funding of # 10,000 for research and knowledge sharing.

Additional support is provided by The Mr. and Mrs. Raymond J. Horowitz Foundation for the Arts, Share Fund, and the MARPAT Foundation.

Cities, counties, towns and villages that complete at least four of 10 high - impact clean energy actions are designated Clean Energy Communities and are eligible to apply for funding of up to $ 250,000 with no local cost share with the option of receiving up to 25 percent paid in advance to support additional clean energy projects.

Pursuant to the resolution plan, a wholly owned subsidiary of Vedanta Limited will subscribe for shares of Electrosteel for an aggregate amount of INR 1,805 Crores ($ 269.9 million) and provide additional funds of INR 3,515 Crores ($ 525.7 million) by way of debt.

The husband received one half of the capital value of the two properties (his share was # 1.3 million) and was provided with an additional award amounting to # 700,000 to reflect a combination of the following 3 factors: «(a) the standard of living enjoyed during the marriage; (b) the need for a modest capital fund in order to live in the property that he is to retain; and (c) some share in the assets held by the wife» (see paragraph 114)

This means that each investor in the fund will get an additional 91 shares for every one share they own.

Through the SLRP, states are provided additional federal funding through cost - sharing to repay student loans for health services professionals which include the mental health services provided by marriage and family therapists and licensed professional counselors.

Of additional interest, the Alliance provides opportunities to link closely with other state and national organizations or initiatives that have shared goals, e.g. the Ounce of Prevention Fund and its on - line training initiative or the newly funded Center for Infant and Early Childhood Mental Health Consultation at Georgetown.

In addition to more REITs being taken private, Gray said he expects additional asset sales similar to a Macerich Co. plan, announced Wednesday, to sell stakes in eight malls for $ 2.3 billion to fund a special dividend, share buybacks and debt reduction.