Sentences with phrase «large percentage of their assets»

Property accounted for the largest percentage of assets held by the world's 100 largest alternative asset managers.

The recurring problem, which Alpholio ™ addressed in several prior posts, is that managers in some equity funds (especially value strategies) hold a large percentage of assets in cash.

But I hate paying the transaction fee for smaller acquisitions, because it is a larger percentage of the asset I am purchasing, and therefore cuts into my yield.

Stock prices of small - capitalization companies may be more volatile than those of larger companies and, therefore, the Fund's share price may be more volatile than those of funds that invest a larger percentage of their assets in stocks issued by mid - or large - capitalization companies.

Not exact matches

It is still the largest percentage of investors who anticipate their assets will grow 5 percent to 10 percent in 2015.

On the other end of the spectrum, only 541 plans, or 0.10 %, have more than $ 1 billion in assets.Yet the comparatively exclusive mega-plan club accounts for the largest percentage of participants and assets: almost 16.5 million participants are in plans with more than $ 1 billion in assets.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

Bonus: The lower the price of an financial asset the easier it is to increase with large percentages.

A typical assets fee, Ke says, is 1 % of the first $ 1 million and a declining percentage of larger amounts.

These firms charge a fee based on a percentage — usually 1 % to 2 % — of the assets they manage, with larger accounts getting the lowest rates.

(Some will charge a flat fee instead of a percentage of assets when portfolios grow larger.)

Equities, which inherently carry more risk, accounted for a larger percentage of the portfolio's assets, which may not be in line with the investor's tolerance for risk and long - term objectives.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Large Cap Value Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Large Cap U.S. Equity Index Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

Target - date funds were the asset class with the largest percentage of total balanes at the end of each month.

Investing a large percentage of one's assets in equities also makes sense for individual investors who have a long time horizon and are able to handle any short - term volatility.

Sometimes, when investment assets are expensive, it means holding a large percentage of your portfolio in cash.

As a larger percentage of the population closes in on retirement age, many are realizing the only significant asset they have for retirement is the equity in their home.

A large percentage of the company's assets are cash, and the company has enough cash and receivables to pay off all its debt nearly twice!

Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund.

Returns can be boosted still further if the government borrows on a massive scale to pay for past Social Security liabilities, allowing workers to invest a larger percentage of their pay in high - yielding assets.

But I would make sure Bitcoin is a smaller percentage of your overall assets in terms of what you invest (if it goes up and becomes a larger portion, that's all good!)

«The United States... is marked by a large number of self - directed investors, economies of scale, a high level of price competition, a retirement tax preference that uses the same investments for tax - preferred investments, and one of the highest percentages of assets paying an outside advisory fee not reflected in a fund's total expense ratio,» the GFIE report said.

The minimum requirement for percentage of assets in large - cap stocks for large - cap funds was changed from 65 % to 75 %.

The largest percentage of consultants recommend plans with less than $ 1 billion in assets select a packaged active / passive blend fund when choosing target - date strategies.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Institutional Total Stock Market Index Fund 35 % Vanguard ® Total International Stock Index Fund 15 % Vanguard ® Total Bond Market II Index Fund 40 % Vanguard ® Total International Bond Index Fund 10 % Through its ownership of the two stock funds, the Portfolio indirectly owns primarily large - capitalization U.S. stocks and, to a lesser extent, mid - and small - capitalization U.S. stocks and international stocks.

Any method that comes out with a result that indicates you should invest a large percentage of money in a small asset class or small stock should be questioned.

This does not change in response to market moves, so you're eliminating market timing (and emotions) by keeping the percentage of your total investments in the large - cap growth asset class at 15 %.

The following table includes basic holdings information for each ETF in the Foreign Large Cap Equities, including number of holdings and percentage of assets included in the top ten holdings.

As some assets increase in weighting they make up a larger percentage of the portfolio; at the same time, the declining assets weighting falls and becomes a smaller percentage of the portfolio.

Don't get me wrong, I'm not saying they should leave cel - shading behind — it's a major asset and a large percentage of its appeal and charm — but that I hope they're making significant advances with the facial animations and general movement so that character interactions don't seem as stiff.

In most cases, a large percentage of a business owner's assets are tied up in the business itself.

Bonus: The lower the price of an financial asset the easier it is to increase with large percentages.

Due the large demand for skilled medical billing and coding personnel and a relatively small percentage of people with formal education in medical billing or coding, whatever education you receive will be an asset to you in your job search.

In the event you do convince the court that your spouse's adultery caused the breakdown of your marriage, Georgia judges have the authority to stray from the typical 50/50 split of marital assets and award you a larger percentage.

In a large percentage of divorce cases, the principal residence is often the largest asset the couple has.

RLJ Lodging Trust and American Assets Trust Inc., which boasted the largest IPOs in the past two years, posted returns of negative 0.16 percent and positive 9.21 percent, respectively, coming in 1.6 percentage points and 4.75 percentage points, respectively, under the broader real estate market.

While a large percentage of the properties are in the Pacific Northwest, we also have an asset base in California, Texas and Maryland.