Sentences with phrase «funds holding relatively»

Not exact matches

The past decade has been a relatively good time for companies to hold debt as funding costs were low and bond investors were willing to snap up virtually any new offering.

Its relatively high global position reflects the special place the Australian dollar holds in portfolios of international funds managers because of its relation to commodity prices, offering a degree of diversification from other currencies.

As usual, we need not make specific interest rate forecasts - the fact that prevailing valuations and market action are unfavorable is sufficient to hold the Strategic Total Return Fund to a relatively muted duration of about 2 years, largely in Treasury inflation - protected securities.

Patient funds are those which trade relatively infrequently, i.e., funds with long holding durations or low portfolio turnover.»

Overall, the Strategic Total Return Fund remains positioned primarily to benefit from downward pressure on real interest rates and the U.S. dollar, but our overall exposure to risk is relatively conservative in all of the asset classes we hold - TIPS, precious metals, utilities, U.S. agency notes, and foreign government securities.

In bonds, the Market Climate was characterized by relatively neutral valuations and unfavorable market action, holding the Strategic Total Return Fund to a relatively limited duration of about 2.5 years.

The fact that the bank itself is both holding the collateral and issuing the loan makes for relatively rapid disbursement of the funds you're borrowing.

While the relatively strong performance of our stock selection approach has been an important factor in the Fund's returns since inception, even a single holding in a portfolio of over 200 can exert an effect on a day - to - day basis.

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.

The fund is characterized by a relatively low volatility of returns and held up well in the last major market downturn in 2008.

Because they tend to have stable share prices and a relatively low rate of return, money market funds are often used for the cash portion of a portfolio or for holding money you'll need soon.

Here again, management expenses are relatively low and so is portfolio turnover, given the fund's average holding period of individual securities is more than three years.

By maintaining Creation Unit sizes that are relatively small (i.e., in a range of 5,000 to 50,000 shares), NextShares funds enable market makers to limit their exposure to overnight inventory risk in fund shares held.

Smaller - cap U.S. stocks and value - oriented funds held up relatively well last month and most remain highly ranked.

Because ETFs usually aim to track an index, their holdings change relatively little over time — without the «style drift» that may surprise mutual fund investors.

The holdings of emerging market bond funds typically range from relatively low risk BB + bonds (one notch lower than investment grade) to high - risk C issues.

Martha Keeley, 57, says she's angry about how much she paid in fees for years because of a relatively expensive fund that she held in a retirement account.

For investors who need stable income and want to hold bonds, these two bond funds offer relatively low fees and high - quality holdings.

Mutual funds provide investors with a way to acquire diversified investment holdings and professional management with a relatively small investment.

But don't expect it to bowl you over, and I for one will be holding out for a DLC stuffed GOTY edition before I relinquish funds for it due to its relatively short campaign.

Many real estate executives contend that this is particularly true for value - add deals or closed - end funds with relatively short holding periods and defined exit parameters.