Sentences with phrase «life of the portfolio»

The average remaining life of the portfolio loans is 31 years.

Duration is a measure of the effective average life of the portfolio.

When comparing how it performed vs a SP500 mirror fund over the life of my portfolio as well as the higher fees for TRR, I realized I'd missed out on about 1.5 % each year over the last 4 years.

Most stock market investors will experience several bear markets over the life of their portfolio.

The impetus to write this note arrived because the Fidelity Magellan Fund is reopening because cash inflows will make the life of the portfolio manager easier... not that he will get many inflows for now.

Taking advantage of these opportunities could extend the life of a portfolio even longer.

Having a target allocation that is consistent with your risk tolerance, phase in life, and return objectives can help you to stay calm and make unemotional decisions throughout the life of your portfolio.

A recent study concluded that a tax efficient social security and withdrawal strategy can extend the life of your portfolio.

Unit investment trusts are unmanaged portfolios and the underlying securities are not intended to change throughout the life of the portfolio.

The companies selected for the portfolio may not participate in any merger or acquisition activity during the life of the portfolio.

Further, the net annual distributions per unit may decrease over time because a portion of the securities included in the portfolio will be sold to pay for organization costs, deferred sales charges, the creation and development fee and other regular fees and expenses during the life of the portfolio.

It is beneficial for a self managed investor to be alert for these situations as the difference in performance between a value biased portfolio and a market neutral portfolio can be very significant over the life of the portfolio.

Through the life of the portfolio, the $ 4 billion Balanced Fund has averaged an annual return of 9.50 %.