Sentences with phrase «fund holds roughly»

Not exact matches

Another Southeast Asian ETF looking great is iShares MSCI Indonesia Fund ($ EIDO), which has formed a tight - ranged base while holding the rising 10 - week moving average (roughly the same as the 50 - day moving average on the daily chart), indicating that the price action is very tight.

As a result, target date funds» assets have swelled dramatically — the funds held nearly $ 1.2 trillion in assets as of Jan. 31, 2018, a roughly sixfold increase from a decade ago, according to the latest tally by Morningstar.

The Strategic Total Return Fund continues to hold a portfolio duration of about 6 years, meaning that a 1 % (100 basis point) change in interest rates would induce a roughly 6 % change in the value of the Fund.

In the case of bond tracker funds, the duration is held roughly steady.

The firms at the top of the industry — Barrick, Newmont and Goldcorp — make up roughly 1/3 of its portfolio, and over 60 % of fund assets are in the top 10 holdings.

SPYG is a solid large - cap growth fund, holding roughly 300 companies selected from the popular S&P 500 Index based on three growth factors: sales growth, the ratio of earnings change to price, and momentum.

Given that Treasury yields broke through levels that have been a fairly reliable barrier for several years now, it wouldn't be surprising to see bonds stage a «relief rally» here, but both yields and market action remain unfavorable overall, holding the Strategic Total Return Fund to a roughly 2 - year duration, primarily in Treasury inflation - protected securities.

The Central Fund of Canada (CEF) is another type of mutual fund that holds roughly 95 % of its holdings in gold and silver bullFund of Canada (CEF) is another type of mutual fund that holds roughly 95 % of its holdings in gold and silver bullfund that holds roughly 95 % of its holdings in gold and silver bullion.

A single sentence in this year's state budget intended to help fund member items was also responsible for holding up roughly $ 20 million in federal aid to the state Conservation Fund, letters from the Cuomo administration's legal counsel sfund member items was also responsible for holding up roughly $ 20 million in federal aid to the state Conservation Fund, letters from the Cuomo administration's legal counsel sFund, letters from the Cuomo administration's legal counsel show.

As a result, target date funds» assets have swelled dramatically — the funds held nearly $ 1.2 trillion in assets as of Jan. 31, 2018, a roughly sixfold increase from a decade ago, according to the latest tally by Morningstar.

I should also note that much of the pullback experienced by Strategic Growth Fund in 2012 was driven by a roughly 7 % lag in our stock holdings relative to the indices we use to hedge, despite the fact that our stock selection approach has significantly outperformed the S&P 500 since the Fund's inception (see the review of Quarterly and Annual Performance on The Funds page for detailed performance data).

However, roughly half of our equity holdings (totaling almost a third of the Fund's equity exposure) are not included in the S&P 500 index.

I currently hold, let's say roughly, a 7 000 $ into a TFSA invested in the Sprott Canadian Equity Fund.

If you start out with exchange - traded funds, we recommend putting, roughly half of your contributions into a Canadian exchange - traded fund and the remaining half into an exchange - traded fund holding U.S. stocks.

I think I'll maintain the holding in Novaports fund for diversification, and aim for a roughly 60:40 split between international and domestic equities.

By contrast, many actively managed stock funds have portfolio turnover of around 60 % or 70 %, which means they're typically holding shares for roughly 18 months.

The typical holding period for the Forager Australian Shares Fund is roughly three years.

The system worked roughly as follows: a company or wealthy individual who held a concession to bleed chicle in certain areas provided a contractor with funds to recruit gangs of chicleros.

Minneapolis Institute of Arts (MIA) A publicly funded fine art museum, the MIA holds a comprehensive permanent collection of roughly 80,000 items, covering 5,000 years of art history.