Sentences with phrase «in assets under»

Franklin LibertyShares has approximately $ 623 million in assets under management as of March 31, 2017.

iShares US Preferred Stock ETF has over $ 14.6 billion in assets under management, and the annual expense ratio is a fairly reasonable 0.47 %.

Today, we have $ 22 billion in assets under management, but 20 years ago we were at $ 200 million.

Consider that in the first 10 months of 2015, the four fund families with the largest growth in assets under management are all either best known for their passive investments or exclusively offer passive funds.

Rick's firm is a registered investment advisor (RIA) with over $ USD 1.4 billion in assets under management, and the firm uses ETFs (index - tracker funds) and indexed mutual funds for asset allocation.

Dimensional has grown to manage $ 663 billion in assets under management as of late May 2017.

EXPERIENCE: We work with hundreds of clients and maintain over $ 1.5 billion in assets under management *, including high net worth families, trusts, and non-profit organizations throughout the United States.

At nearly $ 2T in assets under management (AUM), ETFs represent 12 % of the market.

Purpose Investments is an employee - owned Canadian investment firm with over $ 4.9 billion in assets under management.

As of year - end 2017, Schwab Intelligent Portfolios had over $ 25 billion in assets under management (AUM) and has expanded to offer discounted advisory services, known as Schwab Intelligent Advisory.

But if you're considering a small - company fund, be aware of a surge in assets under management.

While people can buy broad - based European funds, such as the Vanguard FTSE Europe ETF, the largest European passive fund with $ 17 billion in assets under management, those who have a specific country view can narrow down by nation.

I figure that I would need around $ 5 million in assets under management to be able to comply with all regulations, have my results audited, pay accountants and lawyers to make sure I stay in compliance with everything, and still have enough left over to make some money for myself.

The steady rise in assets under management benefits UESP account owners because growth leads to cost efficiencies that UESP may pass on to account owners by lowering fees.

(Salt Lake City) The Utah Educational Savings Plan (UESP) announced today it has surpassed $ 8 billion in assets under its management in more than 277,000 accounts, a milestone underscoring the value that investors find in Utah's low - cost, fast - growing 529 college savings plan.

UESP passed $ 1 billion in assets under management in 2005.

The company has more than $ 22 billion in assets under management.

As of December 11, 2008, retail money market funds had $ 1.282 trillion in Assets Under Management (AUM), of which 77 % was in tax - exempt funds.

It is a different kind of loan that gives you a shot at a bright financial future utilizing the equity in assets under your name.

Under the umbrella of Fidelity Institutional are several distinct business units with $ 2.6 trillion in assets under administration (AUA).

The San Mateo, CA - based company has more than 60 years of investment experience and over $ 735 billion in assets under management as of May 31, 2011.

The iShares S&P 500 ETF (NYSEMKT: IVV) has an even lower expense ratio of 0.07 %, and with 331 million shares outstanding, the iShares ETF has about $ 70 billion in assets under management.

Betterment has stepped out as a clear leader among robo - advisors, with about 300,000 clients and $ 11 billion in assets under management today.

Vanguard Group has grown at a 21 % annual rate over a forty - year period rising from nowhere to becoming the largest mutual fund complex in the world, with USD 3.2 tn in assets under management and a variety of ETFs which provide both sector - specific and broad exposure to different asset classes.

Considering the current $ 302 mio in Assets under Management, this new level of liquidity would remain on a comparable basis to many other listed managers.

David G. Barnes is the president and CEO of Heber Fuger Wendin, Inc., an investment advisory firm established in 1934 that has $ 4.6 billion in assets under management.

Size: Mutual funds and ETFs run the risk of having too much or too little in assets under management (AUM), a measure of a fund's size.

The San Mateo, CA — based company has more than 60 years of investment experience and over $ 725 billion in assets under management as of March 31, 2012.

He says the search for income remains strong and that hunt is benefiting NOBL, which after its debut in October 2013 «needed just five months to surpass $ 100 million in assets under management.»

Today Singer's firm has more than $ 16 billion in assets under management.

He is the co-founder and manager of the Quantum Endowment Fund, an international hedge fund with more than $ 27 billion in assets under management.

The latest available data by global research firm Cerulli Associates indicate that by the end of the third quarter of 2015, the eight largest managed account providers had a total of $ 180.6 billion in assets under management, marking a 34 % increase from the same period in 2013.

Technically yes, but many companies within the fund make up less than 0.001 % of the fund's $ 201 billion in assets under management, hardly enough to significantly affect the funds performance, as shown below.

There are currently 281 exchange - traded funds listed around the world, with over $ 140 billion in assets under management, according to a new report by Boston - based indexing giant State Street Global Advisors.

In 2017, IndexIQ rolled out the complementary IQ S&P High Yield Low Volatility Bond ETF (HYLV), which currently has nearly $ 90 million in assets under management.

As of June 30, 2017, the Fund had more than $ 427 million in assets under management.

IGM FINANCIAL INC. $ 37 (Toronto symbol IGM; Conservative Growth Portfolio, Finance sector; Shares outstanding: 240.6 million; Market cap: $ 8.9 billion; Price - to - sales ratio: 2.7; Dividend yield: 6.1 %; TSINetwork Rating: Above Average; www.igmfinancial.com) had $ 155.8 billion in assets under management as of March 31, 2018.

Another popular option is the Fidelity Emerging Markets Fund (FEMKX), which has over $ 3 billion in assets under management and a 1.05 % expense ratio.

The impact of closing these ETFs could not be neglected, since these 404 ETFs hold a combined approximately EUR11.2 billion in assets under management.»

Actively managed ETFs represent approximately 18 % of the total assets invested in Canadian - listed ETFs, which accounts for approximately $ 26 billion in assets under management.

Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom target - date funds built for large plans (those with between $ 100 million and $ 500 million) and mega plans (those with more than $ 500 million in assets under management).

With assets totaling $ 16.7 billion as of April 22, 2015, an increase of approximately 380 % since year end 2014, Deutsche X-trackers continues to be among the fastest growing ETF franchises in the US.1 The firm's global exchange traded products platform has grown to become the world's fifth largest, with approximately $ 56.8 billion in assets under management as of December 31, 2014.2

ETF providers are loath to close funds because it would mean giving up hundreds of millions in assets under management.

Bridgewater Associates L.P. is one of the largest hedge funds in the world, with over $ 160 billion in assets under management.

With over 150 years of experience, and over $ 540 billion in assets under management1, AXA knows the ins and outs of identifying and implementing customized financial solutions.

Usually, Wealthfront charges no advisory fee for the first $ 10,000 in assets under management.

The segment serves 3,600 plan sponsors across the country and has $ 18 billion in assets under custody.

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

Morningstar also offers investment management services through its investment advisory subsidiary, with more than $ 200 billion in assets under management.

The San Mateo, CA - based company has more than 60 years of investment experience and over $ 553 billion in assets under management as of December 31, 2009.