Sentences with phrase «mix of equity mutual funds»
Achieve long - term capital growth by investing in a diversified mix of equity mutual funds for higher growth potential.
http://www.renaissanceinvestments.ca/ Not exact matches
For the risk - averse investor, an adviser such as Butowsky would suggest allocating 5 % to private equity, 7 % -12 % to real estate, 50 % -65 % to a mix of public securities (stocks, mutual funds and the like) and the rest to alternatives such as gold and hedge funds.
You can buy mutual funds to invest in a variety of asset classes — there are equity (stock) mutual funds, fixed income (bond) mutual funds, balanced (a mix of stocks and bonds) mutual funds, along with a variety of other asset classes.
The London Company, located in Richmond, VA, is a registered investment advisor providing equity portfolio management services to a diverse mix of corporations, trusts, foundations, endowments, pensions, banks, individuals, and mutual fund accounts since 1994.
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.
Achieve a mix of high current income and some long - term capital growth by investing primarily in a diversified blend of income and bond mutual funds, along with equity mutual funds.
Today, the Richmond, Virginia based company provides Large Cap, Income Equity, Small Cap, Small - mid Cap, Concentrated and Mid Cap portfolio management services to a diverse mix of corporations, trusts, foundations, endowment, pensions, banks, individuals and mutual fund accounts with a team of five portfolio managers.
As well, the couple has $ 509,000 total in RRSPs and TFSAs, mostly invested in a mix of dividend, equity and fixed - income mutual funds, averaging a 5 % net annual rate of return.
Akhilesh Sharma, a 30 - year old IT professional, developed a mix of equities, mutual funds and real estate in his investment portfolio.
In mutual funds also it is better to have a mix of diversified equity mutual funds, mid-cap & small - cap mutual funds and balanced mutual funds.