Sentences with phrase «funds hold fixed»

Bond funds hold fixed - income securities as assets.

Not exact matches

Index funds do not constantly trade individual companies; instead, they typically hold a fixed basket of companies that charges only if the index that the fund tracks changes, which is actually quite rare.

2017 marked a breakthrough for a different type of product — options on exchange - traded funds that hold fixed income securities.

Owning individual bonds provides the investor full transparency as opposed to fixed income mutual funds, which may even hold stocks.

We anticipate that SSE Holdings will be required to maintain a specified consolidated fixed - charge coverage ratio and a specified funded net debt to Adjusted EBITDA ratio.

The fund also holds fixed income and derivative instruments to hedge interest rate and inflation risk.

Elaine's previous positions in fixed income include Goldman Sachs Group Inc. in New York City where she held the Series 3, 7 and 63 licenses and a fixed income hedge fund based in Toronto.

We use a relative valuation approach and will hold investment grade corporate bonds, preferred shares, and other fixed income securities in the fixed income component of the Balanced Fund.

There's a variety of funds to choose from: iShares Floating Rate Note ETF (FLOT) and iShares Short Maturity Bond ETF (NEAR) hold investment grade floating and fixed rate bonds, respectively.

For investors like you, it's time to examine your fixed - income holdings, whether in funds, ETFs or individual securities, and make sure you're comfortable with them.

Unlike private equity and venture capital firms they typically do not have a fixed fund life that limits their hold period in each investment.

Households, hedge funds and nonprofit groups, a bunch historically considered to be long - term holders of fixed - income instruments, ditched corporate debt in the second quarter, selling $ 122 billion after reducing their holdings by...

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

The event, held at the Boiler House, Battersea Power Station, raised funds to fix the leaking roof of the 192 - year - old theatre, which sustained bomb damage during the Second World War.

For instance, ConAgra and the giant, privately held Schwans, which sell millions of processed school meals, including pizza, have funded the «Coalition for Sustainable School Meal Programs,» which includes a website with a campaign called «Fix the Reg,» asking parents and other «interested parties» to contact USDA and lawmakers to demand changes to the school nutrition rule.

«Governor Cuomo is holding millions of transit riders hostage in his dispute with the Mayor, even after he acknowledged that the subway system is in a state of emergency and promised to fix it,» said Executive Director of the Riders Alliance, Joel Raskin before suggesting that the two politicians use their respective powers to fill the funding gap.

The Riders Alliance, a transit advocacy group that has been one of Cuomo's biggest critics regarding the transit system's flaws, will hold a rally outside of the governor's Midtown office tonight «to demand he take action to fix and fund our subways.»

In a letter sent to hedge fund and opportunistic fixed income managers, Trustees of the New York City Employees Retirement System (NYCERS) called on its hedge fund managers and opportunistic fixed income managers who invest in distressed debt and might therefore, at present or in the future, hold Puerto Rican municipal obligations, to «negotiate in good faith to find a just and equitable solution to» repayment of the municipal debt at the center of Puerto Rico's economic crisis.

City lawmakers will hold a special meeting on Thursday to vote on funding for a project Mayor Paul A. Dyster says will fix the frozen water problem that's occurred the past two winters on 72nd Street.

► «After more than 20 years of holding HIV / AIDS research funding at a fixed 10 % of its overall budget, [NIH] will let that level slip this year,» Jocelyn Kaiser wrote Tuesday.

For parents, teachers and public school advocates who were looking to see if Malloy was going to soften his pro-corporate education reform industry agenda, there was no sign that the governor intended to hold Connecticut's charter schools accountable for their use of public funds nor was there a suggestion that the Malloy administration was going to fix their unfair «Teacher Evaluation» program by decoupling the inappropriate Common Core Test scores from the evaluation process for Connecticut's public school teachers.

A global bond fund, designed to be a core bond holding, that seeks to exploit inefficiencies in the global fixed - income and currency markets.

They hold a more or less fixed selection of securities that represent the holdings of that index or sub-index and will allow the fund to «track» its performance.

Most of his holdings are in registered and non-registered accounts — mainly cash and fixed income, with 30 % made up of high - fee Canadian equity mutual funds with management expense ratios (MERs) of up to 2.4 %.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

Debt mutual funds / Gold funds / Fixed Maturity Plans (all non-equity funds) should be held for 36 months to get tax free returns.

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

According to the fund report released at the end of the second quarter of 2012, 53 of its total holdings, which make up about 70 % of the fund's total assets, are in equity while other 36 are in fixed income.

The last of these positions suggests that, on average, the fund held a substantial portion of its assets in fixed - income securities, which lowered its volatility.

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»).

The fund had only six equivalent positions: in the Vanguard Health Care ETF (VHT; average weight of 54.4 %), iShares Global Healthcare ETF (IXJ; 28 %), iShares 7 - 10 Year Treasury Bond ETF (IEF; 7.6 %; representing the fixed - income holdings), iShares MSCI Japan ETF (EWJ; 5.7 %), Vanguard Utilities ETF (VPU; 2.3 %; also representing fixed - income investments), and iShares North American Tech - Software ETF (IGV; 2 %; helping explain the remainder of the fund's returns).

There's a variety of funds to choose from: iShares Floating Rate Note ETF (FLOT) and iShares Short Maturity Bond ETF (NEAR) hold investment grade floating and fixed rate bonds, respectively.

The fixed - income holdings of the fund were collectively represented by a 5.1 % position in the iShares 1 - 3 Year Treasury Bond ETF.

For this analysis, instead of a diverse pool of reference ETFs, we chose only Japan - oriented ETFs, as well as one domestic ETF to model the fixed - income holdings of the fund.

Anyone who holds index funds, ETFs, blue - chip stocks or fixed income and is holding for the long - term should stick with their plans for using their TFSA, including making a full maximum contribution early in January.

The fund had major equivalent positions in the iShares MSCI Japan ETF (EWJ), iShares MSCI France ETF (EWQ), iShares MSCI United Kingdom ETF (EWU), iShares 1 - 3 Year Treasury Bond ETF (SHY; representing fixed - income holdings), SPDR ® S&P ® 400 Mid Cap Growth ETF (MDYG), and iShares MSCI Germany ETF (EWG).

This All - Weather, short duration Fund provides sweeping exposure to fixed - income markets, offering investors a core holding that may complement traditional bond market investments.

The equivalent positions in the iShares 1 - 3 Year Treasury Bond ETF (SHY) and iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD; 5.4 %) represented the fixed - income holdings of the fund.

The fund is an ideal buy and hold product, since it offers a fixed investment in return for a target interest rate of 6.5 % -7.5 %.

Third, if we hold down our fixed costs, we can probably make do with a smaller emergency fund.

Frankly, I'm astonished that a 2040 fund would invest such a small amount in fixed - income (4 % of AUM is meaningless) and weight so heavily large cap stocks when those who hold it have 27 years to retirement.

Investments in fixed - income securities are subject to interest rate risk, credit risk and market risk, each of which could have a negative impact on the value of the Fund's holdings.

Investments in fixed - income securities are subject to interest rate risk, credit risk and market risk, each of which could have a negative impact on the value of the Funds holdings.

@Blunt Bean Counter: Since I mostly invest in broad - market ETFs, it still makes sense for me to hold fixed income and foreign equity funds inside the RRSP.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

Funds in the Canadian Inflation Protected Fixed Income category must invest at least 90 % of their fixed income holdings in inflation protected fixed - income securities denominated in Canadian dolFixed Income category must invest at least 90 % of their fixed income holdings in inflation protected fixed - income securities denominated in Canadian dolfixed income holdings in inflation protected fixed - income securities denominated in Canadian dolfixed - income securities denominated in Canadian dollars.

For purposes of the category definition, up to 30 % of a Fund's assets may be held in Foreign Fixed Income products which will be treated as Canadian content provided that the currency exposure on those holdings is hedged into Canadian Dollars.

Funds in the Canadian Fixed Income category must invest at least 90 % of their fixed income holdings in Canadian dollars with an average duration greater than 3.5 years and less than 9.0 yFixed Income category must invest at least 90 % of their fixed income holdings in Canadian dollars with an average duration greater than 3.5 years and less than 9.0 yfixed income holdings in Canadian dollars with an average duration greater than 3.5 years and less than 9.0 years.

During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing other asset class opportunities and conducting selections of third - party fund managers.