Sentences with phrase «mutual fund companies hold»

Money market funds that are offered by the big - name mutual fund companies hold billions of dollars of cash for investors.

Four mutual fund companies holding Uber investments recently marked down their shares by as much as 15 %, according to the latest disclosure documents released.

Not exact matches

The issue is particularly important to mutual funds because their investments in these privately held companies aren't easily resold.

Even in the weeks before the Fed's move, highly valued private companies faced other pressures as prominent mutual fund companies, such as Fidelity Investments, bid down the value of their holdings, potentially over concerns that they had become too bloated.

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).

Jackie Hosang Lawson and Jonathan M. Zang complained of retaliation for whistleblower activities from the privately held parent company and subsidiary companies that run the Fidelity family of mutual funds.

Some of the most widely held mutual funds in 401 (k) plans, including the $ 116.1 billion Fidelity Contrafund and the $ 39.3 billion Fidelity Growth Company, have large tech stakes and big chunks of assets concentrated in their top five holdings.

Increasingly, mutual funds are holding private companies as part of their portfolios.

Mututal Fund Cash - TO ASSET RATIO - mutual fund cash — to asset ratio, is the total amount of cash held by a mutual fund compFund Cash - TO ASSET RATIO - mutual fund cash — to asset ratio, is the total amount of cash held by a mutual fund compfund cash — to asset ratio, is the total amount of cash held by a mutual fund compfund company.

Before joining Franklin Bissett, Mr. Riach was vice president of a Canadian mutual fund company, and for 10 years before that he held senior positions in the corporate finance area with a national energy firm and a major Canadian Bank.

When a retirement plan uses variable annuities, participants own «units» of an account that holds mutual funds owned by the insurance company — they don't own mutual fund shares.

Oppenheimer, the large mutual fund company, also owned some of the bonds issued by Remington, but said it sold its debt holdings last year.

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.

«In the past two years, the most outstanding mutual fund and holding - company managers of the past couple of decades, each with different styles, with limited overlap in their portfolios, collectively and simultaneously underperformed the S&P 500... There is no precedent for this.

In particular, when other shareholders sell shares from a fund, a mutual fund company may ultimately have to sell some of the securities it holds and realize a capital gain which is allocated to all shareholders of the fund.

In recent years, about two - thirds of nonfinancial credit market debt has been held by nonbanks, which includes market - based funding by securitization vehicles and mutual funds as well as by institutions such as insurance companies and finance companies.

Companies such as Target Corporation, The Home Depot, Inc., Walt Disney Company, and Amazon.com, Inc. are big holdings for mutual funds and exchange - traded funds that focus on consumer discretionary stocks.

Another option is to choose another type of IRA — a mutual fund IRA, or an IRA held by a mutual fund company (like T. Rowe Price, Vanguard, etc.).

I found most of the Canadian equity mutual funds hold the same companies and sectors.

Tax - efficient investments such as index - based mutual funds should be held directly with the fund company or through a brokerage account.

Mutual fund managers are asked to discuss how the fund is performing to internal management as well as investors but are not allowed to discuss how much the company holds in any mutualMutual fund managers are asked to discuss how the fund is performing to internal management as well as investors but are not allowed to discuss how much the company holds in any mutualmutual fund.

Depending on your broker or mutual fund company where you hold your investment accounts, there may be trading fees associated with the ETF or mutual fund.

As such, a federated mutual fund is not a specific type of fund - rather it is a fund held with this particular company.

Pre-IPO shareholders typically buy in an IPO because they want to increase their holdings in the company (especially mutual and hedge funds that invest in both private and public companies), to provide the company with additional capital than could otherwise be raised and / or to signal their confidence in the company's prospects.

Chicago Office Technology Group Children's Hunger Alliance Cincinnati Marathon, Inc CKC Good Food Colfax Marathon Partnership Colorado Department of Transportation Community First Foundation ConocoPhillips Coverys Crown Family Philanthropies Cubs Care, a McCormick Foundation Fund CVS Caremark Dairy and Food Nutrition Council Dream Makerz Foundation Ecovate Elyachar Welfare Corporation ERSC Holdings Extreme Pita Eye 4 Group Family Resource Center Association, Inc Fidelity Exploration & Production First Communications First United Methodist Church Florida Healthy Kids and KidsCare Framingham State University General Mills Foundation Grabbagreen Heart & Sole LLC Hillshire Brands Hope Heart Institute Indiana University Health Institute for Integrative Nutrition ISEC Foundation Johnson & Johnson Kids» Adventures, Inc Loyola University Chicago Midwest Dairy Association Minnesota Department of Education Mokena Community Park District Molina Healthcare, Inc National Christian Foundation National Dairy Council Nebraska Department of Education Nebraska Dietetic Association Nebraska Medical Association North Baltimore Aquatic Club Ohio Orthopedic Center of Excellence Optimist Club of Uptown Great Falls Otho S.A. Sprague Memorial Institute Our Family Foundation Pemco Mutual Insurance Company Positive Energy Electricity Supply LLC Probiotic America Project Bread Race for Awareness Raise the Roost Ready Talk Rotary Club of Altamonte Springs Inc Schwab Charitable Fund Seattle Children's SoJo Studios Southeast United Dairy Industry Association Temple Hoyne Buell Foundation The Children's Health Market Inc The Fare Thee Well Foundation The Harold and Marilyn Melcher Foundation The Harvey Miller Family Foundation The Pelino Charitable Foundation The Pilates Core The REAM Foundation TownePlace Suites by Marriott Tyson Foods Uniform Advantage United Way Greater Twin Cities United Way Metro Chicago United Way of King County US Games Vanguard Charitable Endowment Program Vegetable Juices, Inc Winter Park Health Foundation WithinReach

If an earthquake destroys the factory of one of the companies held by a mutual fund, your financial hit will likely be minimal.

Prior to that, Atkinson was head of business development for the exchange - traded products business at Barclays Global Investors Canada Ltd., now iShares; he has also held positions with a national investment dealer and major mutual fund companies.

As is often the case, a subject that came up (not raised by me) was Washington Mutual (WaMu, a bank holding company that collapsed in 2008, trashing a bunch of mutual funds when itMutual (WaMu, a bank holding company that collapsed in 2008, trashing a bunch of mutual funds when itmutual funds when it did).

Right now, her RRSPs and holding company shares are invested in mutual funds and several blue - chip stocks, and are averaging 4 % annually.

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

Via mutual funds / indexes this can get a little more complicated (voting rights etc tend to go to the mutual / indexing company rather than the holders of the fund), but is approximately the same thing: the fund buys assets on the open market, then holds them, buys more, or sells them on behalf of the fund investors.

Companies such as Target Corporation, The Home Depot, Inc., Walt Disney Company, and Amazon.com, Inc. are big holdings for mutual funds and exchange - traded funds that focus on consumer discretionary stocks.

If you own a bond mutual fund or ETF (exchange - traded fund), you'll need to calculate the amount of income you earned from the fund's government bond holdings (if any) in order to take advantage of this exemption when you file your taxes — it won't be reflected on the tax forms issued by your investment company.

I currently have funds held at Fidelity but am willing to use other companies» ETFs or mutual funds, or move our funds to Vanguard if this would be beneficial.

The AXA Retirement 360SM defined contribution program consists of a custodial account offered through Reliance Trust Company, LLC, within which plan participants» chosen mutual fund shares are held, as well as a group fixed annuity contract (Generic Form Number 2016FA - MFrev, 2016FA - MF403b) issued by AXA Equitable Life Insurance Company («AXA Equitable»).

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

Even if the fund - management company goes bankrupt, its creditors can't touch the money in the mutual fund, which is held in a separate trust for investors.

Each mutual fund is organized as a separate company from the fund's management, and its assets are held by an independent custodian, usually a specialized bank.

The shareholder servicing fees vary by mutual fund company and by fund and are based on the assets held in USBI client accounts.

That's a valuable skill, but difficult to do, except with insurance companies and mutual funds, which have to report their holdings at the security level by CUSIP.

However, all Canadian mutual funds or ETFs, regardless of whether they hold Canadian or foreign stocks or bonds, are classified as passive foreign investment companies (PFICs).

It's possible that three large - company mutual funds hold many of the same stocks, even if they use different investment styles.

PM, JNJ, PEP, XOM, CVX, GE, KO etc... I would personally rather have 10 titan stocks, 10 powerhouse stocks (portfolio of 20 companies), and finally just hold a mutual fund for the diversity.

The $ 30k for my Dividend Retirement portfolio came from selling some mutual funds in my company - sponsored 401k account which is held at Merrill Lynch.

Investments: Your security investments will be maintained, held by an unaffiliated, qualified custodian (Wells Fargo Clearing Services LLC), such as a bank, broker / dealer, direct mutual fund, transfer agent or insurance companies.

Plus, who do you want holding your money, a mutual insurance company or a mutual fund company?

Big institutions often have to move around large blocks of money: new inflows for a mutual fund, or a maturity payment from a bond held by an insurance company.

It found that 24 % of all ETFs and 15 % of all mutual funds hold at least one of the 40 public companies involved in the global firearms industry.

REIT: A REIT, or Real Estate Investment Trust, is a real estate holding company that invests in real estate using funds from shareholders, similar to a mutual fund.

If you hold investments in a taxable account, it's much easier to track your adjusted cost base (ACB) with mutual funds: you can even call the fund company directly to get accurate book values.