Sentences with phrase «fund holds stocks»

An index fund holds stocks in all of the companies within an overall market, as defined by that index.

This fund holds stocks in more than 20 countries, and these are denominated in their native currencies: the Chinese renminbi, the Brazilian real, the Indian rupee, and so on.

Norm responds: The equity mutual fund holds stocks and its return is composed of capital gains (changes in the price of stocks) plus dividends plus interest on any excess cash (etc) minus the fund's fee.

The fund holds stocks of 50 different companies, which are the best there are in the country.

Index funds hold every stock in an index such as the S&P 500, including big - name companies such as Apple, Microsoft and Google.

The New York Times Editorializes In Favor of Corporate Disclosure Reform NY reported last week about New York State Comptroller Thomas DiNapoli, who is seeking disclosure of political contributions from corporationsthat the state pension fund holds stock in.

Reform NY reported last week about New York State Comptroller Thomas DiNapoli, who is seeking disclosure of political contributions from corporationsthat the state pension fund holds stock in.

If a mutual fund holds stock more than a year and sells it for a capital gain, for example, part of your dividend from the mutual fund will be treated as long - term capital gain, allowing you to benefit from the lower tax rates that apply to that kind of income.

An index fund holds the stock of those companies listed within that index and in their predetermined percentage.

Just like it's important to find out what funds hold stocks that are undervalued or which ones should have reliable growth going forward; for bond funds, you should find out which funds hold creditworthy companies that pay high interest without taking on too much risk.

The fund held the stocks for a long time and made no changes to its portfolio for 82 years.

For example, if the investor in the example above only held the fund for two months, he would not pay short - term capital gains tax on all of the distribution, rather he would pay the long - term and short - term taxes based on how long the fund held the stocks.

The particular clone I ran purchases the top 5 most popular stocks among these 10 managers as determined by how many managers hold a stock in their top 20 holdings (AlphaClone allows you to run a variety of strategies based on any number of clones) and the stocks are weighted within the portfolio based on popularity; in other words, the more funds hold the stock, the higher the weighting within the portfolio.

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.»

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

Famed investors Warren Buffett, Mark Cuban and Tony Robbins all suggest starting with index funds, which hold every stock in an index, offer low turnover rates, attendant fees and tax bills, and fluctuate with the market to eliminate the risk of picking individual stocks.

A fund manager that has held stock in the company throughout the turmoil agrees the share price collapse is unwarranted, but doesn't entirely blame short sellers.

To some attendees» disappointment, Pershing Square hedge fund manager Bill Ackman did not unveil a new investment idea, but rather talked up his longtime stock holding, Howard Hughes Corp. (hhc).

Meister's Corvex Management owns 5.5 % of CenturyLink stock, which is now the hedge fund's largest holding, he said.

Among them are New York City Comptroller Scott Stringer, who oversees the city's pension fund that currently holds nearly $ 1 billion in Facebook stock.

The comment is oddly elliptical and passive given that Pessina is a shareholder controlling 13 % of the company's stock, with allies KKR and activist fund JANA Partners holding sway over another 4.7 % and 1.1 %, respectively.

Bill Miller, the famed value investor who manages the Miller Opportunity Trust mutual fund and holds 16 % of its portfolio in airline stocks, imagines a new normal in which airlines remain profitable during slumps because of their newfound discipline on capacity.

Experienced investors Warren Buffett, Mark Cuban and Tony Robbins suggest beginning with index funds, which hold every stock in an index, offer low turnover rates, attendant fees and tax bills, and fluctuate with the market to eliminate the risk of picking individual stocks.

In fact, if you own a balanced mutual fund, you almost certainly hold bank stocks.

Chris Baggini, Facebook shareholder and senior portfolio manager at Turner Titan Fund, told «Squawk on the Street» that his firm holds a long - term view on the stock.

Mutual funds are still the most common way for Canadians to hold stocks and bonds, and the war over their fees and transparency is headed for a new battleground.

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

(T. Rowe Price itself does not report its fund holdings on a monthly basis, and has yet to release its filings for the second quarter ended June, but it likely took similar reductions on Uber stock across its funds, in accordance with its valuation policy.)

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

While consumers may have also benefitted from the stock market's Trump rally via their holdings in mutual funds and 401 (k) s, it didn't quite translate to their paychecks: According to the Bureau of Labor Statistic (BLS), U.S. workers earned a median wage of about $ 43,380.48 in 2016 — a 2.8 % raise, or $ 1,214.65.

On behalf of its clients, some of BlackRock's mutual funds, on average, hold stocks for less than a year.

The fund owns stocks in hotels and other leisure companies, but almost 60 % of it is made up of restaurant stocks — top holdings include Starbucks, Yum Brands, and McDonald's.

Those three stocks hold a total weight of 34.22 percent in a fund with $ 45.8 million in assets under management.

Simultaneously, the powerful Caisse de dépôt et placement du Québec pension fund, with its murky partial mandate to support economic development, boosted its holdings of Rona stock without explanation.

Tech stocks hold a 27.24 percent weight on the five - star rated PrimeCap Odyssey Aggressive Growth Fund (POAGX), while the Virtus KAR Mid-Cap Growth Fund Class I (PICMX) has 33.81 percent of its holdings in tech.

The exception is the Copley Fund (COPLX), which does not hold any tech stocks.

Those stocks also tend to hold up better in periods of volatility, when hedge funds often sell their large - cap stocks to boost their own liquidity.

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

Even though some of the first autonomous vehicle ETFs have major automakers including BMW, GM, Ford and Tesla among top holdings, «These are more tech funds than automakers [stock] funds» said Drew Voros, editor - in - chief of ETF.com.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

In contrast to large - company funds that hold upwards of 50 stocks — which leads them to become «closet indexers,» matching the risk and return of the broad market — its funds hold about 30.

When a stock fund in your taxable account trades stocks, you're on the hook for the capital gains taxes — even if you did nothing but buy the fund and hold it.

When you hold stock funds in a taxable account, you can gain additional tax savings by tax - loss harvesting.

What's more, hedge funds might have trouble justifying their high fees if they are holding the same stocks as a rival.

Of the thousands of stocks in the market, Valeant had the distinction of being held by a large number of hedge funds.

These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures in European countries that may increase the amount of discount required on Gilead's products; an increase in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift in payer mix to more highly discounted payer segments and geographic regions and decreases in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations in ADAP purchases driven by federal and state grant cycles which may not mirror patient demand and may cause fluctuations in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates in the timelines currently anticipated; Gilead's ability to receive regulatory approvals in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes in its stock price, corporate or other market conditions; fluctuations in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).

Begin with index funds, they say, which hold every stock in an index such as the S&P 500, including big - name brands such as Apple, Microsoft and Google, and offer low turnover rates, attendant fees and tax bills.

My reasoning: Return would be lower than Dividend Investing above because index funds need to hold stocks yielding 1 and 2 % as well as those yielding > 3 %.

It also makes sense to review your individual stock and mutual fund holdings at this time, as well as other financial plans.

Among the many pieces of information that it requires are «any foreign financial interests (such as stocks, property, investments, bank accounts, ownership of corporate entities, corporate interests or exchange traded funds (ETFs) held in specific geographical or economic sectors).»