Sentences with phrase «in a particular fund»

For a bond fund, consider also the average maturity of bonds held in the particular fund.

The minimum investment for the I Share in this particular fund is $ 1 million.

What is this ratio between commissions and expected profitability in your particular fund?

These are the invested parts of the premiums after deduction of all the charges and premium for risk cover under all policies in a particular fund as chosen by the policy holders.

Investment in a particular fund is primarily a function of the return and risk appetite of the investor, which in turn is governed by the investment objective of the investor.

Remember, conventional retirement accounts are not a financial product in the pure sense that one purchases a product... they are simply an IRS regulated account to hold your deposits which are then invested in a particular fund of choice.

Remember, conventional retirement accounts are not a financial product in the pure sense that one purchases a product... they are simply an IRS regulated account to hold your deposits which are then invested in a particular fund of choice.

Only firm - approved offering materials (generally, the offering memorandum, pitchbook and related materials) may be used to offer or sell interests in a particular fund.

To do this, it's important to nullify market timing, and ask ourselves what our returns would have been if we had, instead of purchasing in a particular fund, invested the same amount of money at exactly the same time in a benchmark index.

Energy, mining, and lumber companies are eliminated entirely in this particular fund's screens.

The value of units cancelled in a particular fund will be in the same proportion as the value of units held in that fund is to the total value of units held across all funds.

But, I do have one more question regarding this — when the market underperforms, or the fund underperforms, should I stay invested in that particular fund, or, switch to another better performing fund?

While few of them have any investment in this particular fund, virtually all have large investments between the various Pro-Blend and Lifestyle funds.

You can invest in a particular fund (e.g. a Canadian equity fund) that underperforms its benchmark (e.g. the S&P / TSX Composite Index) for the period that you've invested in it.

The expense ratio is an annual fee applied to the balance you have in that particular fund.

There are a few other fees that pop up often, and before you invest in a particular fund, you want to be sure that you don't see the terms «front - load» or «back - end load.»