Sentences with phrase «number of funds hold»

Thanks to a large single market, an average ETP had much more AUM in the US than elsewhere (however, this does not take into account the typical right skew of the AUM distribution, whereby a small number of funds hold the majority of assets):

Not exact matches

«There is no magic number of funds to hold, but you can create a well - diversified account with just a handful of broad index funds,» says Alfonso says.

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

The number of ETFs on the market has skyrocketed this year more than ever, forcing me in recent months to look again at my long - held preference for cheap index funds.

Of the thousands of stocks in the market, Valeant had the distinction of being held by a large number of hedge fundOf the thousands of stocks in the market, Valeant had the distinction of being held by a large number of hedge fundof stocks in the market, Valeant had the distinction of being held by a large number of hedge fundof being held by a large number of hedge fundof hedge funds.

These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures in European countries that may increase the amount of discount required on Gilead's products; an increase in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift in payer mix to more highly discounted payer segments and geographic regions and decreases in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations in ADAP purchases driven by federal and state grant cycles which may not mirror patient demand and may cause fluctuations in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates in the timelines currently anticipated; Gilead's ability to receive regulatory approvals in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes in its stock price, corporate or other market conditions; fluctuations in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).

Following a series D round of funding to the tune of $ 135 million in June, the startup announced its $ 2 billion valuation, making it one of tech's growing number of unicorns: privately held companies with valuations of $ 1 billion or more.

Led by BPI France and Temasek Holdings, a number of top sovereign wealth funds have increased their healthcare investments over the past five years.

«The only conceivable way our retirement saver would give up $ 2,300 in expected returns on his equity holdings is if his fund manager had an extraordinarily large number of trades.

The Series D features a number of high profile names, including New Enterprise Associates, GV (formerly Google Ventures), GE Ventures, Future Fund and Techtronic Industries, the holdings company that owns Hoover U.S. and Dirt Devil.

There are a number of underrated hedge funds out there outperforming the market, but since they don't have to report their holdings publicly, they aren't covered by CNBC or other newsletters.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

Mr. Barrett serves on a number of fund advisory boards and has held board or board observer roles in a number of private and public companies.

When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares, less any redemption fee, if applicable.

When you sell shares in a fund, you receive the fund's current net asset value (NAV), which is the value of all the fund's holdings divided by the number of fund shares.

Used in combination with number of holdings, the percent of portfolio in top 10 investments figure can indicate how concentrated a fund is.

Another advantage of Investment Trusts is that the fund manager and the trust directors can (and should) hold a number of shares in the Trust themselves.

While the chances that one of the bonds in the portfolio will default are higher because of the mutual fund's large number of holdings, the loss in relation to the total holdings will be smaller.

As a result, the appreciation or depreciation of any one security held will have a greater impact on the Funds» net asset value than it would if the Funds invest in a larger number of securities.

The number of shares that an investor needs to hold to have these rights is typically set low enough to ensure that the smallest venture fund (or significant angel) in a syndicate receives the rights and high enough to avoid giving rights to numerous small investors.

As a result, the appreciation or depreciation of any one security held by the Fund will have a greater impact on the Fund's net asset value than it would if the Fund invested in a larger number of securities.

Naturally, a big number of companies, hedge funds and other financial and business organization hold digital currency, but when it comes to the actual individual users, the previously mentioned groups seem to still be the dominant ones.

However, seeing a high number shouldn't be all that surprising, especially since almost half of the companies the biotech fund holds don't even have a drug on the market yet, so profits could be a long ways away — and this is just the nature of the industry.

Your last option comes in the form of crypto index funds, in which holdings are diversified through a number of top cryptocurrencies.

Cash - strapped Valencia would also regard this as a way to generate funds, as well as keep a hold of their talisman Gomes, who is wanted by a number of top clubs across Europe.

Compare and contrast with Momentum: an organisation containing a large number of non-party members; which holds a party conference in competition with Labour's own during the same week, so as to draw away the crowds; and which channels funds from undocumented sources to undocumented political uses.

«As we work through the number of bills passed, the public hearings held, and the number of ad - hoc committees that have been established — we know the challenges of not being able to fund some of our activities.

Observers agreed that Congress was likely to try hard to hold the line against budget increases and to provide extra funding only for a small number of high national priorities.

The number of chairs a university can hold is directly related to the past funding performance of existing faculty.

In a major policy shift that is reverberating across the biomedical research community, the National Institutes of Health (NIH) in Bethesda, Maryland, says it plans to cap the number of grants an investigator can hold in order to free up funding for early - career scientists and those struggling to keep their labs afloat.

There are a number of Graduate Schools held each year at many places around the country, usually based in halls of residence, and they're free to Research Council - and Wellcome Trust - funded students and members of the Royal Society of Chemistry.

In the meantime a large number of federally funded human embryonic stem cell projects have been placed on hold, and even more are potentially at risk.

In «The Common Core Takes Hold,» Robert Rothman of the Alliance for Excellent Education acknowledges a number of McShane's concerns: states» shrinking budgets will likely impact the funding necessary for implementation; there is little to no quality monitoring of the new resources that are being created; the new assessments — and the technology required to implement them — are hugely expensive; the public at large is poorly informed and their support for the standards is waning; and a significant drop in student test scores following implementation of Common Core - aligned assessments is a real concern.

The government has also said it will invest an extra # 1 billion into early years funding — seemingly calming concerns held by the schools community that the 30 - hour free childcare pledge would force schools with nurseries to cut the number of places they offer.

«At a time of rising pupil numbers, a recruitment and retention crisis, funding cuts, real pay cuts to teachers and staff, upheavals caused by unnecessary reforms and mounting workload, these figures can not be used meaningfully to hold schools to account.

Legal A proposed Arizona law that would make it a crime to annoy or offend anyone through electronic means has been held back for revision after a number of concerned parties, including the Comic Book Legal Defense Fund, protested that it was too broad.

It had the names of the funds, the folio numbers, in whose name the holding was, the broker who had facilitated the transaction, amount invested and units.

A greater percentage of the Fund's holdings may be focused in a smaller number of securities which may place the Fund at greater risk than a more diversified fFund's holdings may be focused in a smaller number of securities which may place the Fund at greater risk than a more diversified fFund at greater risk than a more diversified fundfund.

Click or tap on a number in the gray bar at the bottom of the illustration to see the typical relationship between the average maturity of a bond fund's holdings and its income and share - price variability in a period of changing interest rates.

A number of BMO's new ETFs use this strategy, including ZRE, which includes 17 real estate investment trusts, each of which makes up about 6 % of the fund's holdings.

I have made a good number of mistakes in my time — ones that have cost me a pretty penny: a car accident, getting towed, holding awful mutual funds for years, along with some other mistakes that I have blocked out to protect my sanity.

I would think that the longer holding period for Fidelity is due to the fact that they want to wait long enough to make sure that the number of times they have to undo investments due to the funds not clearing is nearly zero.

Interestingly, despite the number of new ETFs flooding the market these days, the last time I added a new ETF to our portfolios was way back in 2007 when Vanguard introduced what was then called the Europe - Pacific ETF (VEA) to replace our holdings in the iShares EAFE Index Fund (EFA).

This is the value of the fund's assets, mostly made up of the securities it holds (US stocks in the case of VTSMX), minus liabilities, divided by the number of mutual fund shares.

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»).

Different investors may be more comfortable holding a larger or smaller number of investments in their portfolios, including stocks, mutual funds or (ETFs).

This information is not obtained from the regulatory filings or selective disclosures of fund holdings, which suffer from a number of problems.

This method requires you to monitor your holdings more closely, but it works well for portfolios with a small number of funds.

That will increase the number of holdings in the fund from 60 to almost 250, since the broader index includes mid-cap and small stocks as well as large caps.

The advantage of mutual funds is that even a small investor can purchase an investment holding a number of different stocks or bonds, providing instant diversification.