Sentences with phrase «mutual funds names»

Each of the table above lists the equity mutual fund name along with the Expense Ratio, Standard Deviation and the Sharpe Ratio of the respective fund.

Note: The above debt mutual fund names have been used only for illustration purposes and does not constitute a recommendation or advice in any manner.

Also Reps only have to learn how to fill out one mutual fund family's paperwork, memorize only several mutual fund names, and sell from one set of sales brochures.

Transfer Agent representative for mutual fund name changes and CUSIP changes, coordinating with internal and external business partners to ensure timely and accurate changes across all necessary systems.

Not exact matches

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

By contrast, Vanguard, whose name is synonymous with index funds, attracted more money from investors in 2016 than all mutual funds and exchange - traded funds combined, preliminary data from Morningstar earlier this month showed.

If you could buy single - name CDS efficiently (from correlation desks who source it from CDOs), then it would be easier to be a relative - value credit investor, and relative - value credit investors could provide a bid when all of the mutual funds buying credit now turn into sellers.

Mutual Fund Share - mutual fund share classes are mutual funds that are identical in product, but a have a defense in fee structure, designated by alphabetic symbol after the funds name... A class A, has a front end load (a fee at the time of the purchase of the fund), a class B share has a back endMutual Fund Share - mutual fund share classes are mutual funds that are identical in product, but a have a defense in fee structure, designated by alphabetic symbol after the funds name... A class A, has a front end load (a fee at the time of the purchase of the fund), a class B share has a back end lFund Share - mutual fund share classes are mutual funds that are identical in product, but a have a defense in fee structure, designated by alphabetic symbol after the funds name... A class A, has a front end load (a fee at the time of the purchase of the fund), a class B share has a back endmutual fund share classes are mutual funds that are identical in product, but a have a defense in fee structure, designated by alphabetic symbol after the funds name... A class A, has a front end load (a fee at the time of the purchase of the fund), a class B share has a back end lfund share classes are mutual funds that are identical in product, but a have a defense in fee structure, designated by alphabetic symbol after the funds name... A class A, has a front end load (a fee at the time of the purchase of the fund), a class B share has a back endmutual funds that are identical in product, but a have a defense in fee structure, designated by alphabetic symbol after the funds name... A class A, has a front end load (a fee at the time of the purchase of the fund), a class B share has a back end lfund), a class B share has a back end load.

«Within a year or so, you'll see a significant number of funds, from household names that currently offer actively managed funds, with non-transparent portfolios similar to actively managed mutual funds,» says Gary Gastineau, principal of ETF Consultants, in Summit, N.J, who formerly directed product development at the American Stock Exchange.

Fidelity index mutual funds offer some of the lowest prices in the industry.1 Plus, we offer 24/7 customer service online or by phone2 and were named Barron's 2017 Best Online Broker3.

Lipper Index — The Lipper Index is a name that specifically applies to a special form of rating system and also for a given type of mutual fund performance tracking system.

Unlike a mutual fund, an ETF is traded on an exchange (hence the name) like a stock.

Gundlach, who is no stranger to AdvisorOne or its sister publication Investment Advisor magazine — where he was its cover boy in October — has enjoyed his title as the «it» manager of the mutual fund space since being named 2006 Fixed Income Manager of the Year by Morningstar.

For example, one client's brand name could trigger sports - related ads, personal development ads and mutual fund ads besides business ads which the client wanted to appear for.

But the 47 - year - old mutual fund known as much for its ties to billionaire Warren Buffett as for its uncanny stock picks that created massive wealth for clients — retirement funds, pension funds, university endowments and regular - Joe investors — has had to descend from its lofty perch in the past two years and rescue its good name.

The growth mutual fund is just what the name implies.

Adrienne serves as a liaison between Muhlenkamp & Company and the broker / adviser community, as well as the Company's self - named mutual fund and its custodian bank.

Jeff is one of the original investors in the Company's self - named mutual fund; most of his assets remain invested in the fund.

The discussions may become tests of whether high - profile private companies can continue to raise new capital, even as some big names — like Snapchat and Dropbox — have seen their valuations marked down by mutual fund investors.

The majority of Mr. Muhlenkamp's long - term investment assets are invested in the Company's self - named mutual fund.

In our asset management business, net sales of our long - term mutual funds continued to increase through 2009, demonstrating the power of our distribution network, rising financial markets, and the confidence that clients have in our fund management expertise, as well as the benefits of our acquisition of PH&N, which was named fund company of the year by Lipper.

Mutual funds previously recognized under the name INVESCO now buy trade and sell under the AIM mutual funds Mutual funds previously recognized under the name INVESCO now buy trade and sell under the AIM mutual funds mutual funds brand.

To begin with the REIT Mutual Funds are really Real Estate Investment Trusts that deal mostly with the larger manufacturing sector such as nursing homes, schools, shopping malls, hotels, large conglomerate office buildings, apartment complexes, and industrial warehouses to name a few.

This is a grouping of mutual funds, arranged by name or the fund's abbreviation.

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assFUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assFund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

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.

Please do not send securities or mutual fund shares to a transfer agent for transfer into Harvard's name.

Among a long list containing, say, 98 of their own managed mutual funds with exotic names, one or two index funds may be buried at the bottom of the list.

There's room on Form 1099 - DIV to enter the name of a country, but many mutual funds have foreign income from more than one country.

You can open a mutual fund account designated for your child's education either in your own name or in your child's name in a Uniform Gift to Minors account with you as the trustee.

Following the SEBI circular, Sundaram Mutual Fund has announced the changes in the scheme names and categories, if any.

You'll pay taxes on mutual fund earnings in your name at your tax rate.

I have found it really difficult to determine the expenses associated with the brand - name target - date fund in my current 401 (k)-- it's made up of mutual funds, so I realized I had to look at the weighted average of their expense ratios.

In every mutual fund that you have invested, the name would have «Direct» included in it.

The Lipper Awards are to the mutual fund industry what the Oscars are to Hollywood: Prestigious and career - building to be sure, but perhaps lacking bold face names on the red carpet.

Last year, using my power of attorney for my mother, I took my mother's name off the mutual fund and added my wife's name on it so that we are now joint owners.

The market value of the mutual fund upon removing your mother's name would then become your new cost base for your own capital gains tax purposes.

Grab your mutual fund statement then visit one of these websites and type in the name of your fund into the search box.

Many investments can pay dividends — stocks, mutual funds, index funds, exchange traded funds to name a few.

You name a dream you have and Mutual Funds Investment will help you to achieve all of them.

When you hear the name, you could think oh no, not another mutual fund company!

Several other mutual fund schemes will undergo name changes, change in investment objectives and strategy.

Mutual Fund, as the name suggests is an Investment pool of the money collected from different Investors.

The information provided herein shall contain name of investor, address of investor and name of Mutual Fund / s with whom unclaimed amount lies.

Investors should not assume some companies having the name «mutual benefit» as mutual funds.

Mutual Funds provide on their website, the list of names and addresses of investors in whose folios there are unclaimed amounts (dividend / redemption).

As evidence that Wall Street is well aware of investor preferences, there are even mutual funds that try to appeal to (or exploit) this behavioral anomaly by including the term «low - priced» in their names — such as the Fidelity Low - Priced Stock Fund (FLPSX) and the Royce Low Priced Stock Fund (RYLPX).

12b - 1 fees, which take their name from the SEC regulation permitting their existence, are charged by mutual funds to cover operating expenses, such as marketing, distribution of shares, printing and mailing prospectuses and responding to shareholder inquiries.

Stefan: These funds are TD e-Series mutual funds (that's the name for the old eFunds).

Disclaimer: Any names of mutual fund schemes that appear are purely for education and information.