Sentences with phrase «fund exposure»

Many investors have been very successful with their mutual fund exposure through these years.

For more on the latest hedge fund exposure levels, head to our post on how hedgies are selling equities.

Investors may want to think about taking a percentage of their U.S. core bond fund exposure and allocating it to a hedged international bond market index fund, such as the iShares Core International Aggregate Bond ETF (IAGG).

On your other question, we do not currently hold JNJ as an individual holding but via our index and other fund exposure.

This can all be done in just a few trades, moving some FCNTX to a new S&P 500 index fund in her 401 (k), moving my international fund of funds exposure to an international index fund that I already own, and re-balancing OAKLX after the sale in Step 3 by selling some VFINX in a combination of my wife and my IRA accounts.

Additionally, our managers generally work to minimize fund exposure to bonds with income subject to the alternative minimum tax.3

I will reduce some of my stock fund exposure and move into a bond fund once the interest rate I'm paid to own bonds (or loan money to the government or corporation) becomes attractive.

And if she wants to prove me wrong, go ahead and release the list of hedge fund exposure so we can all review the 13F filings and see just how much short BioTech exposure the Clinton Estate has on the books.

I see it as a complementary holding to my position in TROW, since BLK has far more passive fund exposure.

The fund, opened in May 2012, had its largest single fund exposure on October 31, 2013, with 14 % of assets with Soundpoint Capital in distressed credit, followed by 25 % of assets in a long / short equity split between two funds: Cramer, Rosenthal, McGlynn and Lazard Asset Management.

Investors may want to think about taking a percentage of their U.S. core bond fund exposure and allocating it to a hedged international bond market index fund, such as the iShares Core International Aggregate Bond ETF (IAGG).

On your other question, we do not currently hold JNJ as an individual holding but via our index and other fund exposure.

VOXs index is designed to transition the funds exposure to the newly defined Communication Services sector under GICS.

Institutional clients and their consultants usually «benchmark» their fund exposures to «asset classes» and then hire specialist managers for each asset class.

Actually, a significant portion of Argo's fund exposure is inextricably linked to Europe's fate for the moment.

Back to the bond fund exposure.