Sentences with phrase «in equity securities»

This fund primarily invests in equity securities of companies which are engaged in manufacturing activity only.

This Fund seeks to provide capital appreciation and dividend income by investing in equity securities of companies from around the world that are expected to pay dividends.

The fund invests primarily in equity securities of companies that are considered to be undervalued.

The fund invests at least 80 % of its net assets in equity securities of European companies.

Equity mutual fund is an investment in equity securities and stocks invested in corporations.

This allocation implies that over two - thirds of plan balances are invested directly or indirectly in equity securities.

To provide superior long - term capital appreciation by primarily investing in equity securities in emerging markets.

Under conservative monthly income plan 15 - 30 % of the investment is made in equity securities and the rest in debt instrument.

It invests predominantly in equity securities, primarily common stock.

The fund may also invest a portion of its assets in equity securities not listed on an exchange.

401 (k) participants tend to concentrate their accounts in equity securities.

Compared to other insurers, our insurance subsidiaries may concentrate an unusually high percentage of their investments in equity securities and may diversify their investment portfolios far less than is conventional.

The fund normally invests at least 80 % of its assets in equity securities of foreign (including emerging markets) companies.

The fund invests primarily in equity securities of large capitalization companies that are selected for their growth potential.

The fund generally invests in equity securities of companies that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation.

It pursues this objective by investing principally in equity securities of non-U.S. issuers and using hedging strategies to vary the exposure of the Fund to general market fluctuations.

The Fund pursues its investment objective by taking long and short positions in equity securities.

To provide superior long - term investment returns by investing in equity securities trading on the major markets in the United States.

The fund seeks long - term capital appreciation by investing substantially in the equity securities of companies that are leaders in their industries, and which the managers believe are suitable for a buy - and - hold strategy.

The Russell Strategic Call Overwriting Fund invests principally in equity securities economically tied to the U.S. market, using a multi-factor quantitative model to select primarily common stocks of large and medium capitalization companies.

The Fund will normally invest at least 80 % of the Fund's assets in a selection of USAA mutual funds and ETFs consisting of a long - term target asset allocation in equity securities.

May invest up to 20 % of its assets in equity securities such as common stocks and preferred stocks (with up to 10 % of its assets in common stocks)

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity.

Under normal market conditions, the Fund invests mainly in equity securities (including securities convertible into, or that the Investment Manager expects to be exchanged for, common or preferred stock) of companies of any nation that the Investment Manager believes are available at market prices less than their value.

According to the company release, 80 - 100 per cent of assets will be allotted in equity securities and equity - related securities under this scheme.

Program Excel Macros to perform quantitative and qualitative analysis, specifically evaluate key financial trends in equity securities that are included in our fiduciary stock portfolios

The Portfolio seeks long - term capital appreciation through investments in equity securities of small companies based outside the United States.

The Fund invests principally in equity securities of non-U.S. issuers that are viewed by the Advisor to reflect a combination of favorable market action and / or valuation.

The Fund invests in both long and short positions in equity securities.

For all 401 (k) participants in the 1999 EBRI / ICI database, three - quarters of plan balances are invested directly or indirectly in equity securities.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

We concentrate a high percentage of our investments in equity securities in a low number of companies and diversify our investment portfolios far less than is conventional in the insurance industry.

(e) Unilaterally recharacterizing a $ 900,000 investment that a MSMB Fund made in equity securities of Retrophin as a «loan,» causing Retrophin to pay off that «loan» with

Utilizing investment ideas from around the globe, the Fund seeks to invest in equity securities trading at reasonable valuations and that are believed to provide attractive, tax - advantaged dividend payments to shareholders.

The Fund invests primarily in equity securities issued by U.S. companies.

The Fund generally invests at least 80 % of its net assets in equity securities including common and preferred stock and American Depositary Receipts (ADRs), and at least 40 % of its net assets in investments of issuers located outside the United States.

Under normal circumstances, the Fund invests at least 80 % of its net assets in equity securities of European companies.

Our domestic equity funds seek long - term growth of capital by principally investing in equity securities of U.S. based companies.

Industrial funds seek capital appreciation by investing in equity securities of U.S. or non-U.S. companies that are engaged in services related to cyclical industries.

At least 80 percent of the fund's assets are invested in equity securities, including common stock, preferred stock, convertible securities, rights and warrants and depository receipts of companies located in the China region.

Under normal market conditions, the Gold and Precious Metals Fund will invest at least 80 percent of its net assets in equity securities of companies predominately involved in the mining, fabrication, processing, marketing, or distribution of metals including gold, silver, platinum group, palladium and diamonds.

The investment objective of the Fund is to seek to achieve long - term capital growth by investing primarily in equity securities of companies that are directly or indirectly involved in the exploration, mining, production or distribution of silver.