Sentences with phrase «funds held within»

Three UK resident family members inherited funds held within a bank portfolio in Switzerland from their late father in 1998.

All funds held within Bento are FDIC insured up to a balance of $ 250,000.

Digit is free for the first 100 days, and $ 2.99 per month thereafter, and all funds held within Digit are FDIC - insured for up to a balance of $ 250,000.

According to a 2014 Government Accountability Office report, managed accounts charge fees that range from 0.08 % of assets to 1 % a year in addition to the fees charged by the funds held within the managed accounts.

For those of you using TD Mutual Funds e-series and TD Waterhouse: how would I move some RSP e-series funds held within TD Mutual Funds into a Waterhouse RSP ETF?

Corporate class funds offered an opportunity to diversify income earnings and most importantly, the ability to switch between individual funds held within the structure on a tax - free basis.

Not exact matches

The hedge fund industry has managed to hold onto its asset base, but many within it recognize the day of the star manager are likely behind them.

If you sell shares of a Franklin Templeton fund that were held indirectly for your benefit in an account with your investment representative's firm or your bank's trust department or that were registered to you directly by the Fund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales chafund that were held indirectly for your benefit in an account with your investment representative's firm or your bank's trust department or that were registered to you directly by the Fund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales chaFund's transfer agent (or, to an affiliated custodian or trustee of the Fund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales chaFund's transfer agent), you may reinvest all or a portion of the proceeds from that sale within 90 days of the sale without an initial sales charge.

Mutual Fund Custodian — a mutual fund custodian is a bank, or any other similar financial intuition, which is responsible for safe keeping and holding the securities owned, and within a mutual fFund Custodian — a mutual fund custodian is a bank, or any other similar financial intuition, which is responsible for safe keeping and holding the securities owned, and within a mutual ffund custodian is a bank, or any other similar financial intuition, which is responsible for safe keeping and holding the securities owned, and within a mutual fundfund.

Holdings are market cap - weighted within sectors; sectors are weighted to align with the actively - managed Janus Triton Fund.

Analyzing each holding within funds is no small task.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investmFund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investmfund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

Interesting criteria for a list of unique stocks I don't have any of those names in my portfolio but I have other companies within the same industries such as the mega cap Chevron Corp Which has a forward P / E of 11.4 x so it's more expensive relative to Noble or CNOOC but I hold it in my hedge fund for hedging purposes.

Investors who hold the fund within a tax - advantaged retirement account should consult their tax advisors to discuss tax consequences that could result if payments are distributed from their account prior to age 59 1/2 or if they plan to use the fund, in whole or in part, to meet their required minimum distribution (RMD) obligations.

Start Garden itself is a convergence of a venture capital fund (Wakestream), a 501c3 (Start Garden Foundation) and the Start Garden management company, which holds contracts for the Grand Rapids SmartZone and a consortium of regional enterprise companies within Seamless.

If the stock to be donated is or will be held in a Schwab brokerage account and the donor wishes to transfer it to an existing donor - advised fund account at Schwab Charitable, this can be facilitated online and processed within a day.

Caution: Taxable income from an IRA or retirement plan is taxed at ordinary income tax rates even if the funds represent long - term capital gain or qualifying dividends from stock held within the plan.

Since mutual funds can invest in many things, your money is no longer dependent on the performance of one investment, but instead the average performance of all the investments held within the mutual fund.

They are bond mutual funds whose holdings all have maturities within the year of each fund's respective maturity date.

Look up the holdings within your funds, and you're likely to find the top 10 all include Apple, Microsoft and GE.

David Trainer also provides a detailed overview into his two favorite stocks held within these funds.

Since the beginning of 2013, however, more than 20 tech start - ups have held three rounds of funding within a year and a half, according to CB Insights, which called the group the «18 - month sprint» companies.

There are some firms that try and cheat by utilizing leverage or concentrating their positions so it helps to take a look at the underlying holdings within each fund and comparing them to the offering memorandum or prospectus before investing.

Money market funds are designed to provide maximum liquidity to investors, as evidenced by the fact that the Securities Exchange Commission (SEC) requires all money market funds to hold at least (1) 30 % of their total assets in securities that can be converted to cash within five business days AND (2) 10 % of their total assets in securities that can be converted to cash within one business day.

Virtually all our accounts are held at one broker, and while we currently hold a variety of funds within those accounts, I suspect that when I retire I may do something simple like one of the Vanguard single fund options.

I have also added within consumer staples, a traditionally defensive category, where new positions in my fund in recent months included US Foods Holdings (USFD) and CVS Health (CVS).

This year, the threat of decreased state funding for CUNY, as outlined within Governor Andrew Cuomo's 2016 budget, was the central topic at the annual gathering held on Thurs., Feb. 25th at the office of Manhattan Borough President Gale Brewer.

Recently, a prototype hand - held system integrating a NB sensor in a metal detector has been developed within the EU - funded DIAMINE Project.

If selected for SBIR funding, the SBC will be granted a royalty - free, non-exclusive internal research - use license for the term of and within the field of use of the SBIR award to technologies held by NIH with the intent that the SBC will develop the invention into a commercial product to benefit the public.

And it's very clear that the Koch Brothers, the largest privately held fossil fuel interest and major funders of the public relations campaign to deny and attack the science of climate change — they have a level of influence now within the Trump Administration unlike anything we've ever seen before.»

At present, it is not within the legal remit of any of the Research Councils to hold, manage or distribute the necessary multi - and inter-disciplinary grants from the Fund.

«We do not believe there is capacity within the system to withdraw funding and powers for councils to support school improvement and hold schools to account in August 2017 as currently planned by the government.

Taken together, Weingarten is arguing we should hold schools accountable for resource equity, but not actually take any steps to alleviate funding inequities within a district.

(Calif.) With the state's fiscal outlook as good as it has been perhaps in a decade, and now with Democrats holding a supermajority in both houses of the Legislature, some within the education community might have thought a conversation over the adequacy of school funding would finally happen.

Companies that are in similar businesses may be similarly affected by particular economic or market events; to the extent the Fund has substantial holdings within a particular sector, the risks associated with that sector increase.

A recommendation to buy, hold or sell an asset like a stock or mutual fund within a retirement account.

Q: I'm wondering what type of securities you would recommend to hold within a non-registered account: stocks, ETFs, mutual funds, GICs?

Make sure you understand what kind of bonds are contained within the fund and if the fund manager is forced to hold long - term bonds or if they have total flexibility with the holdings.

The AXA Retirement 360SM defined contribution program consists of a custodial account offered through Reliance Trust Company, LLC, within which plan participants» chosen mutual fund shares are held, as well as a group fixed annuity contract (Generic Form Number 2016FA - MFrev, 2016FA - MF403b) issued by AXA Equitable Life Insurance Company («AXA Equitable»).

Savings accounts and money market accounts are meant to hold your liquid assets or funds that you expect to use within a year.

«Hopefully in time it will become something people are more conscious of,» Heath said, adding that community bonds are unlikely to get as much attention as «ethical funds» since advisers don't get commissions or referral fees on community bonds and many institutions aren't comfortable holding mortgages and private companies within RRSPs.

What happens to dividends on stocks held within a RRSP mutual fund?

If funds are received within the 45 - day window, your client will receive either the held rate or the current rate, whichever is greater.

A CD is a low - risk savings vehicle, and a retirement CD is held within an IRA, along with whatever mix of stocks, bonds, mutual funds and other retirement investments you have chosen.

The Jensen Funds disclose their portfolio holdings as of each calendar quarter end, normally within 10 days after each quarter end.

Stephen joined MCAP in October 2001 and has held various positions within the Central - West branch in both the funding and origination groups.

The paper matures within three months, and after that the fund doesn't hold any subprime debt, unless Wilson decides to buy more.

The Fund discloses its top ten quarter - end portfolio holdings on its website within 30 days after the quarter - end.

Christopher Pavese holds several positions within the Broyhill family offices, serving as Chief Investment Officer of Broyhill Asset Management and BMC Fund, Inc., an SEC registered investment company.

Other detractors within the consumer area included Fund holdings Comcast and Wal - Mart.