This direct investment strategy will be a change from how XEF currently implements its investment strategy by investing in shares of iShares Core MSCI EAFE ETF, a U.S. iShares Fund that itself invests in a portfolio of
international equity securities included in the XEF Index.
Broad diversification With a focus on developed
international equity securities, the Fund is diversified across countries and sectors.
While foreign withholding taxes will continue to apply to dividends paid on certain
international equity securities included in the XEF Index, it is expected that the change in investment strategy implementation will reduce the overall amount of withholding taxes borne directly or indirectly by XEF.»
Not exact matches
In both ways, the Hussman Funds can contribute to a well - constructed, diversified portfolio that includes U.S.
equities,
international equities, U.S. Treasury
securities, and as appropriate, precious metals shares, U.S. agency
securities, investment grade corporate bonds, and Treasury inflation - protected
securities.
The
securities mentioned above comprise the following percentages of the Oakmark
Equity and Income Fund's total net assets as of 03/31/18: MasterCard, Inc., Class A 2.8 %, TE Connectivity, Ltd. 4.1 %, Jones Lang LaSalle, Inc. 0.6 %, Bank of America Corp. 4.8 %, HCA Healthcare, Inc. 1.3 %, General Motors Co. 4.7 %, CVS Health Corp. 1.9 %, Nestlé ADR 2.8 %, Citigroup Inc. 2.2 %, Arconic, Inc. 1.1 %, UnitedHealth Group, Inc. 2.4 %, Baker Hughes a GE Co. 0.5 %, Philip Morris
International, Inc. 2.0 %, Anadarko Petroleum Corp. 0.5 %, Carlisle Companies, Inc. 0.2 %, Comcast Corp., Class A 1.0 %, CoreLogic, Inc. 0.4 %, Liberty Broadband Corp., Class C 0.4 %, Liberty Broadband Corp..
HSIEX Strategic
International Fund The Fund invests primarily in
equity securities of non-U.S. issuers with the objective of long - term total return with added emphasis on the protection of capital during unfavorable market conditions.
Treasury
international capital is used as an economic indicator that tracks the flow of Treasury and agency
securities, as well as corporate bonds and
equities, into and out of the United States.
The
securities mentioned above comprise the following percentages of the Oakmark
Equity and Income Fund's total net assets as of 12/31/17: Bank of America Corp. 5.3 %, TE Connectivity, Ltd. 3.9 %, UnitedHealth Group, Inc. 2.6 %, Ally Financial, Inc. 1.8 %, Dover Corp. 2.6 %, CVS Health Corp. 2.2 %, Baker Hughes a GE Co. 1.2 %, General Electric Co. 0 %, Philip Morris
International, Inc. 2.0 %, Oracle Corp. 2.3 %, MasterCard, Inc., Class A 2.6 %, General Motors Co. 5.1 %, Foot Locker, Inc. 1.2 %, Flowserve 0 %, Johnson Controls
International PLC 0.6 %, PDC Energy Inc. 0.4 %, TD Ameritrade Holding Corp. 0 %, Herman Miller, Inc. 0 %, Oshkosh Corp. 0 %, VWR Corp. 0 %, Blockchain 0 %, Long Blockchain 0 %, LongFin Corp 0 %, Riot Blockchain 0 %, Intercontinental Technology 0 %, Nodechain 0 %, The Crypto Company 0 % and New York Times Co. 0 %.
We replaced the balanced fund with individual asset class
securities (index funds): a Canadian
equity index fund, a U.S.
equity index fund, an
international equity index fund, a bond index fund, etc..
2017 was generally kind to U.S. shareholders of domestic and
international equities, but long - term U.S. Treasury Inflation - Protected
Securities (TIPS) rates drifted downward, increasing the present value of future inflation - adjusted cash flows discounted to the TIPS curve.
My own bias for most DIY investors is a simple four
security portfolio — a Canadian
equity ETF, a U.S.
equity ETF, an
international equity ETF and a bond ETF.
The whole purpose of having most of the assets invested in
equity, domestic plus
international, is to catch the growth of
equity at the early stage of the portfolio because over the long - term,
equities have been proven to provide higher returns than fixed - income
securities.
All Freedom Funds are subject to the volatility of U.S. and
international equity and fixed income markets, and may be subject to risks associated with investing in high - yield, small - cap, and foreign
securities.
Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global
Equity Fund Putnam
Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam
Equity Income Fund Putnam Europe
Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam
International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible
Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam
International Capital Opportunities Fund Putnam
International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage
Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam
International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets
Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund
Yes, it's all horrendously complex but here's a simple tip for those wishing to hold
international equities: If all other things are equal, look for a Canadian ETF provider that offers a TSX - listed
international equity ETF that holds the foreign
securities directly.
The
International Core
Equity Portfolio could also lose money if it does not recover the
securities and / or the value of the collateral falls, including the value of investments made with cash collateral.
The Chautauqua
International Growth Strategy invests in
equity securities of non-U.S. companies with large market capitalizations.
As a result, the
International Core
Equity Portfolio may lose money and there may be a delay in recovering the loaned
securities.
San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S.
equity funds; world
equity funds (including
international and global portfolios); mixed
equity funds (which invest in stocks, bonds and other
securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.
Daniel Maguire, CFA, Senior Managing Director and
Equity Portfolio Manager, is involved in portfolio management and
securities analysis for the Hartford
International Small Company Fund.
HSIEX Strategic
International Fund The Fund invests primarily in
equity securities of non-U.S. issuers with the objective of long - term total return with added emphasis on the protection of capital during unfavorable market conditions.
The Zacks Lifecycle index (the «Index») that the ETF seeks to track is comprised of a diversified group of domestic
equities,
international equities and fixed income
securities.
In implementing AADR's strategy, Dorsey Wright measures relative strength across both macroeconomic sector and
international equity models and then takes an unconstrained approach to selecting
securities for its
international portfolio.
Columbia Threadneedle Investments has launched the Columbia Overseas Core Fund (COSAX), an
international equity fund that seeks long - term capital appreciation through active investments in value and growth
equity securities of non-US issuers, including those in emerging markets.»
Nicolas M. Choumenkovitch, Senior Managing Director and
Equity Portfolio Manager, is the portfolio manager for the Hartford
International Opportunities Fund and is involved in portfolio management and
securities analysis for the Hartford Global Capital Appreciation Fund and the Hartford Capital Appreciation HLS Fund.
I know it's too early to do any real analysis on the Monitronics purchase (Yes, for those of you not following the fine print about Ascent Media, they are not only in the process of selling all their operations, but also of purchasing Monitronics
International, a large home
security firm, from the private
equity firm ABRY), but I'm going to provide my 2 cents anyway.
The Morgan Stanley Capital
International (MSCI) Europe, Australasia, and Far East Index — the EAFE ® Index — is an unmanaged, capitalization - weighted index containing approximately 985
equity securities of companies located outside the United States.
This Fund seeks to provide capital appreciation and some income by investing in both
equity and fixed income
securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian
equity, U.S.
equity and
international equity.
This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and
equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian
equities, U.S.
equities and
international equities.
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.
First consider Canadian funds that hold foreign
securities directly, which includes mutual funds such as the TD e-Series and some (but surprisingly few) US and
international equity ETFs on the Toronto Stock Exchange.
Tara C. Stilwell, CFA, Senior Managing Director and
Equity Portfolio Manager, is involved in portfolio management and
securities analysis for the Hartford
International Opportunities Fund.
An Open - ended diversified
equity scheme with an objective to generate long - term growth of capital, by investing predominantly in a diversified portfolio of
equity and
equity related
securities in the
international markets
The strategy invests primarily in
equity securities of foreign (non-U.S.) companies in developed
international markets.
He continued with three years in Japanese
equity sales for Nomura
Securities International in New York.
Achieve long - term capital growth by investing primarily in U.S. and
international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income
securities for diversification.
Hartford Multifactor Low Volatility
International Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size fa
Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting
equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size fa
equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size factors.
Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global
Equity Fund Putnam
Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam
Equity Income Fund Putnam Europe
Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam
International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible
Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam
International Capital Opportunities Fund Putnam
International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage
Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam
International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Low Volatility
Equity Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets
Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund
Providing comprehensive business entity information alongside
security - level reference data, this service uses industry standard
security identifiers (CUSIP ®, SEDOL ®, and ISIN) and covers U.S. and
international equities and bonds, including corporate, government, agency, municipal, and structured
securities.
The
International Equity Fund (HISIX) seeks long - term capital appreciation through investments in equity securities of companies based outside the United S
Equity Fund (HISIX) seeks long - term capital appreciation through investments in
equity securities of companies based outside the United S
equity securities of companies based outside the United States.
Some
international and global
equity funds invest exclusively in foreign
securities.
Alan represents public and private domestic and
international companies and entrepreneurs in all facets of general business, corporate and
securities matters, including public and private
equity and debt offerings, mergers and acquisitions, business contracts, business transactions, joint ventures, corporate governance, and franchise matters.
Main areas of work Antitrust; appellate; complex commercial litigation; condemnation; construction; employment, labor and OSHA; energy litigation; energy regulatory; energy transactions / projects; environmental and natural resources; finance; government contracts; government investigations and white collar; intellectual property;
international dispute resolution; M&A / capital markets; media and entertainment; private
equity; professional liability; real estate; REITs, restructuring and reorganization;
securities litigation / regulation; tax — executive compensation and benefits.
Proficient in Japanese, he regularly advises major Japanese and
international companies and financial institutions on a broad range of global capital markets transactions including SEC - registered and exempt offerings of debt,
equity,
equity - linked and hybrid
securities.
We offer transactional tax planning, and work with public and private company clients on US domestic and
international mergers and acquisitions, reorganizations, spin - offs, joint ventures and strategic alliances, and
equity and debt
securities offerings.
US domestic and
international mergers and acquisitions, divestitures, reorganizations, spin - offs, joint ventures, and strategic alliances, as well as
equity and debt
securities offerings, are among the areas in which we offer tax counseling.
Practicing in Houston, she has represented domestic and
international clients in a variety of industries in connection with initial public offerings, public and private issuances of
equity and debt
securities, exchange offerings, joint ventures, mergers, acquisitions and dispositions.
This project is a literature review of studies (including
international studies) on how legislation, policies, programs and practices bear on the financial
security and labour - market experiences of workers who sustain a work injury, and evidence on the adequacy and
equity of benefits provided by programs in different jurisdictions.
Dev specializes in Mergers & Acquisition Finance / Banking, Investment Management, Lease and Transportation Finance, Private
Equity and Venture Capital, Structured Finance, Aircraft Finance and leasing; Project Finance,
securities, capital markets practices, regulatory compliance, antitrust and competition, setting up of offshore companies, offshore fund and Collective Investment Scheme, on
international banking and privatization.
Antitrust: Cartel Heather Tewksbury Molly Boast Perry Lange Steven Cherry Thomas Mueller Antitrust: Civil Litigation / Class Actions Daniel Volchok Leon Greenfield Mark Ford Seth Waxman Thomas Mueller Timothy Syrett Antitrust: Merger Control Hartmut Schneider Heather Tewksbury James Lowe Leon Greenfield Molly Boast Perry Lange Thomas Mueller Dispute Resolution: Appellate Catherine Carroll Danielle Spinelli Mark Fleming Paul Wolfson Seth Waxman Thomas Saunders William Lee Dispute Resolution: Corporate Investigations and White - Collar Criminal Defense Anjan Sahni Boyd Johnson Erin Sloane Howard Shapiro Jay Holtmeier Kimberly Parker Randall Lee Stephen Jonas Dispute Resolution: Financial Services: Litigation David Lesser Fraser Hunter Michael Gordon Peter Macdonald William McLucas Dispute Resolution: General Commercial Disputes David Ogden Howard Shapiro Joel Green John Butts Robert Cultice Dispute Resolution:
International Arbitration James Carter John Pierce John Trenor Rachael Kent Dispute Resolution:
International Trade Benjamin Powell Charlene Barshefsky David Ross Naboth van den Broek Patrick McLain Ronald Meltzer Robert Novick Sharon Cohen Levin Dispute Resolution:
Securities Litigation: Defense Andrea Robinson Christopher Davies Fraser Hunter John Batter Lori Martin Matthew Martens Michael Bongiorno Peter Kolovos Timothy Perla William McLucas Finance: Capital Markets: Debt Offerings Brian Johnson Erika Robinson Finance: Capital Markets:
Equity Offerings Brian Johnson David Westenberg Erika Robinson Rosemary Reilly Stuart Falber Finance: Financial Services Regulation Daniel Kearney Franca Harris Gutierrez Reginald Brown Sharon Cohen Levin Government: Government Relations Jamie Gorelick Jonathan Yarowsky Ken Salazar Thomas Strickland Industry Focus: Energy: Regulatory: Conventional Power Andrew Spielman Mark Kalpin Rachel Jacobson Industry Focus: Healthcare: Life Sciences Amy Wigmore Belinda Juran Bruce Manheim Lia Der Marderosian Lisa Pirozzolo Robert Gunther Steven Singer Stuart Falber William Lee Intellectual Property: Patent Litigation:
International Trade Commission Natalie Hanlon Leh William Lee Intellectual Property: Patent Litigation: Full Coverage Donald Steinberg Joseph Haag Lisa Pirozzolo Mark Selwyn Michael Summersgill William Lee Intellectual Property: Patents: Prosecution (including re-examination and post-grant proceedings) Amy Wigmore Colleen Superko David Cavanaugh Donald Steinberg Jason Kipnis Monica Grewal Intellectual Property: Patents: Licensing David Cavanaugh Michael Bevilacqua Labor and Employment: Employee Benefits and Executive Compensation Amy Null Kimberly Wethly Scott Kilgore M&A / Corporate and Commercial: Commercial Deals and Contracts Belinda Juran Jeffrey Johnson Michael Bevilacqua Robert Finkel Steven Barrett Steven Singer M&A / Corporate and Commercial: Corporate Governance Erika Robinson Hal Leibowitz Jennifer Zepralka Jonathan Wolfman Knute Salhus Lillian Brown Meredith Cross Thomas White M&A / Corporate and Commercial: M&A: Middle - Market ($ 500m - 999m) Christopher Rose Eric Hwang Hal Leibowitz Jay Bothwick Joseph Wyatt Mark Borden Mick Bain Stephanie Evans M&A / Corporate and Commercial: Venture Capital and Emerging Companies Christopher Rose David Gammell Eric Hwang Mick Bain Peter Buckland Media, Technology and Telecoms: Cyber law Alejandro Mayorkas Benjamin Powell Reed Freeman Heather Zachary Media, Technology and Telecoms: Technology: Outsourcing Belinda Juran Michael Bevilacqua Robert Finkel Steven Barrett Media, Technology and Telecoms: Technology: Transactions Ashwin Gokhale Belinda Juran Michael Bevilacqua Jeffrey Johnson Steven Barrett Media, Technology and Telecoms: Telecoms and Broadcast: Regulatory Benjamin Powell Heather Zachary Jonathan Yarowsky Kelly Dunbar Reed Freeman Real Estate and Construction: Real Estate Doug Burton Keith Barnett Paul Jakubowski Sean Boulger William O'Reilly Tax: US Taxes: Non-Contentious Julie Hogan Rodgers Kimberly Wethly Richard Andersen Robert Burke William Caporizzo