Sentences with phrase «managed by the mutual fund»

The billions of dollars managed by mutual funds, hedge funds, insurance companies, university endowments, pensions, foundations, sovereign wealth funds and the like need to find returns for their money.

They were managed by mutual funds at 13.5 %, and hedge funds at 19 % seem much more in step with how investing works.

At this point, almost one in two adult Americans have all or part of their financial assets managed by mutual funds, clearly dominating investment options for individuals.

This value refers to total market value of assets managed by a mutual fund.

They were managed by mutual funds at 13.5 %, and hedge funds at 19 % seem much more in step with how investing works.

AUM AUM or assets under management refers to the recent / updated cumulative market value of investments managed by Mutual fund or any investment firm.

The fund products offered by EMF are the pool of funds that are managed by mutual fund professionals.

The fund house boasts of a solid management team that makes sure investors» portfolio is well - managed by the mutual fund professionals.

It is managed by the mutual fund professionals with a pool of investments made by various clients that have a common financial goal.

Not exact matches

Emerging markets - focused bond mutual and ETF funds have only increased their assets by 1.72 percent in 2014, according to data from Morningstar, and manage just $ 86 billion.

Investors would get a (then) 35 % tax credit on money invested in a portfolio of startups managed by his firm, GrowthWorks Capital (now part of Matrix, a public holding company he created to bring together different divisions of his empire, including venture capital and mutual funds).

NEW YORK, April 5 - Thirteen big mutual fund firms, including BlackRock, T Rowe Price and Vanguard, will soon give retail investors a new tool to assess whether they are getting their money's worth for the higher fees often charged by actively managed stock funds.

And, whether we're talking about hedge funds or mutual funds, private equity or real estate trusts, there is not a single field with more than 5 percent of its assets managed by minority or women - owned firms, according to a recently released Knight Foundation report.

Bengaluru: Another mutual fund, this time one managed by US - based investment firm Vanguard Group, has marked down the value of shares it holds in India's largest e-commerce firm Flipkart Ltd..

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

Institutional Investors: investors represented by groups that invest and manage funds on the investors» behalf, including pension funds, investment funds, and mutual funds.

The Pimco Total Return ETF is expected to be managed — as is the more - than -20-year-old Total Return mutual fund — by famed Bill Gross, a Pimco founder and co-chief investment officer.

PIMCO on Thursday launched its exchange traded fund version of PIMCO Total Return, the giant fixed income mutual fund managed by Bill Gross, and investors are closely watching to see how Gross» active management of the ETF fares.

At least by investing in an actively managed mutual fund you have a chance of outperformance.

«Smart beta» funds already blur the line between passive and active management, but JSML goes a step further by relying on an active manager to determine its sector weighting; the portfolio is weighted to align by sector with the Janus Venture Fund, an actively - managed traditional mutual fund with a small - cap growth mandFund, an actively - managed traditional mutual fund with a small - cap growth mandfund with a small - cap growth mandate.

Some 70 % of shares in U.S. - listed companies today are held by mutual funds, pension funds, insurance companies, sovereign funds, and other institutional investors, which manage them on behalf of beneficiaries such as households, pensioners, policy holders, and governments.

This account makes the process of investing easy and accessible by utilizing mutual funds and ETFs managed by our affiliates.

MINT is a low - cost, actively - managed fund that seeks higher current income than the average money market mutual fund by holding a hodgepodge of high - quality and ultra-short term USD - denominated debt issued by domestic or foreign issuers.

Most or all of the work in the CEA paper is done by the difference in costs between actively managed mutual funds and passive indexing.

Several of my favorite mutual funds offered by companies such as Third Avenue and Tweedy Browne (full disclosure: my family and I have investments with these firms) already offer private accounts (separately managed accounts) for high net worth individuals and mutual funds for the masses that invest extensively throughout the world.

More control over gain and loss tax exposure through ownership of individual securities, rather than mutual funds or strategies managed by third parties, except when appropriate.

Fund managers with Mutual funds India manage the maturity of portfolios by investing in instruments of varied maturity profiles.

The last incident of markdown happened when a Morgan Stanley managed mutual fund reduced its valuation of Flipkart for the third time by 4.1 %, pegging its valuation at $ 9 billion.

Until the 1970s, the investment landscape was largely dominated by wealthy individuals and families; this has since changed markedly, with professional investors now accounting for the largest share of investment activity, though it should be noted that these professionals manage significant mutual fund asset pools that are driven by retail investors.

According to filings with the US Securities and Exchange Commission (SEC), the mutual fund managed by Fidelity Investments lowered the value of Flipkart shares it owns by 3.2 % and Valic marked down the value of its investment in the company by 11.3 %.

Everyone knows by now that assets have been fleeing actively managed funds into passively managed mutual funds and ETFs.

Many mutual funds are «Actively Managed» by those boffins mentioned above.

When you buy a variable annuity contract, your money is invested in funds — similar to mutual funds — that are managed by investment professionals.

ETFs are less expensive than mutual funds as they operate at a much lower Total Expense Ratio (TER), typically 0.5 % — 0.75 % because most ETFs are not actively managed and because ETFs are insulated from the costs incurred by unit trusts of having to buy and sell securities to accommodate shareholder purchases and redemptions.

A mutual fund is a group of securities that managed by a fund manager and is purchased as a single security.

An article in The Wall Street Journal last quarter, «Funds Prepare for Eventual Succession,» focused on six well known mutual funds that have been managed for a long time by industry sFunds Prepare for Eventual Succession,» focused on six well known mutual funds that have been managed for a long time by industry sfunds that have been managed for a long time by industry stars.

My husband and I have investments in various mutual funds that are managed by a financial consultant.

Mutual funds are managed by professional managers and there is a rather steep price tag attached to the management of each fund.

The 15 top out - performers among actively - managed mutual funds in China over the past three years a beat benchmarks by an average 15 percentage points, more than double the level in the U.S., according to data compiled by Bloomberg.

Each mutual fund is professionally managed by a money manager.

Mutual funds also simplify the process of investing by offering investors prepared, professionally managed mutual fund portfolios at a reasonableMutual funds also simplify the process of investing by offering investors prepared, professionally managed mutual fund portfolios at a reasonablemutual fund portfolios at a reasonable cost.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

The 46 - year - old hedge - fund manager (he has a Harvard MBA and is the founder and managing partner of T2 Partners LLC and the Tilson Mutual Funds) writes a regular column on value investing for Kiplinger's, is a CNBC contributor, and in 2007 was named one of 20 «Rising Stars» by Institutional Investor.

Some mutual fund schemes are actively managed by Fund managers, whereas some are passively manafund schemes are actively managed by Fund managers, whereas some are passively manaFund managers, whereas some are passively managed.

Mutual funds are highly recommended for first time individual investors because they allow the same exposure to investing in stocks under a more controlled diversified environment managed by a qualified professional portfolio manager.

Whitebox Advisors, founded by Mr. Redleaf in 1999, manages its mutual funds with similar staff and strategies as its hedge funds.

Every actively managed category, as reported by Morningstar saw outflows other than alternatives, which had net inflows of $ 719 million to actively managed funds and another $ 884 million to passively managed alternative mutual funds and ETFs.

HDFC Retirement Savings mutual fund will be managed by well - known and talented fund managers.

These options would all be missed if we invested in actively - managed mutual funds but we rather chose to optimize our returns and minimize our costs by investing in index funds.

CIBC Mutual Funds and CIBC Family of Managed Portfolios are offered by CIBC Securities Inc., a subsidiary of CIBC.