Sentences with phrase «of equity allocations»

At that time, Morningstar found short - dated funds, like 2010 target date funds, had the widest range of allocations to equity investments that: ``... span a startling range of equity allocations — from 72 percent to 26 percent.

In terms of equity allocations overall, the shifts differ substantially by region and client type.

When one goes through various types of equity allocations in the fund, it would be safe to say that UTI Equity Fund is large cap tilted.

Take your downside risk projection from # 1 and multiply that by the percentage of your portfolio comprised of equity allocations in # 2.

I believe you're very prudent to be risk - averse in terms of equity allocations based on CAPE.

I should also mention that I use 10 % of the equity allocation for income purposes and that write calls and sell outs as well.

Our selection of this equity allocation method was primarily based on our stage of development, estimated time to liquidity, and capital structure, as well as our expectations for a possible IPO.

As I read it, and am now re-read information, the prime harvesting strategy is indifferent to the nuances of equity allocation providing you were diversified, and the bond allocation was a mix of short / medium term treasuries.

Therefore I think you are correct in thinking the Prime Harvesting strategy is independent of equity allocation strategies noted later in the book.

Am I right to think that the harvesting logic is independent of the details of the equity allocation?

Got ta buy more if you hit the low end of your equity allocation.

If it is viewed as part of an equity allocation, it is judged on the excess return versus a passive benchmark, scaled by the excess volatility.

This table is an extension of the equity allocation table and includes the bond allocation weights in all U.S. Funds.

But having, as Andrew put on the equity side, at least 40 % of your equity allocation and 30 % of your fixed income allocation in non-U.S. securities is very important.

Portfolio Strategies Allocation in Retirement: A Flat Glide Path Always Make Sense For any downward sloping glide path of equity allocation once you hit retirement, a flat one can be created that is better in terms of its risk and reward trade - off.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Bank Loan Bond Funds.

If you still want to add small - caps to your portfolio, I'd suggest a target of one - fifth of your equity allocation.

This is a deal breaker for me as I hold 70 % of my equity allocation in Vanguard ETFs.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Total Dividend Equity Funds.

Therefore, for market participants seeking to harness these inflationary trends, carving out a portion of an equity allocation for global natural resource stocks may warrant consideration.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Retirement Income Funds.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Bear Market Strategy Funds.

Q: The Global Couch Potato has one - third of the equity allocation in Canadian stocks, but Canada makes up only about 4 % of the world markets.

London Company's utmost concern when voting proxies for the Equity and Income Fund is that all decisions are made in the best interest of the equity allocation of the Equity and Income Fund.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Alternative Funds.

That might mean putting 50 % of your equity allocation into a U.S. large cap fund, 30 % into an international fund, 10 % into a U.S. small cap fund and spreading the remainder among categories such as emerging markets and natural resources.

The Canadian portion of the equity allocation can be split between two ETFs: the iUnits i60C (TSX: XIC) and the iUnits iMidCap (TSX: XMD).

This table is an extension of the equity allocation table and includes the bond allocation weights in all Micro Cap Equity Funds.

Got ta buy more if you hit the low end of your equity allocation.

This table is an extension of the equity allocation table and includes the bond allocation weights in all India Equity Funds.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Financials Equity Funds.

There's no hard and fast rule about how much of your equity allocation should be in Canada, but approximately one - third is reasonable.

They typically include about two - thirds of the equity allocation — and all of the fixed income — in US funds.

Sue Herera: Do you have to stay domestically for this kind of equity allocation?

If you were hesitating to hold at least 50 % of your equity allocation in non-US stock mutual funds, as would be suggested by the fact that well over half the world's total stock capitalization value is now in countries outside the US, then this might provide even more support for increasing your international stock allocation.

Are we faced with a risk / return quid pro quo if we invest all of our equity allocation in non-U.S. equities?

This table is an extension of the equity allocation table and includes the bond allocation weights in all Europe Equity Funds.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Emerging Markets Funds.

Not exact matches

«As part of our capital allocation strategy to invest in and grow our core brands, we acquired an additional 36 % interest in Wuxi KFC, increasing our total equity interest to 83 %.

Tapping into tax credit allocations through the New Market Tax Credits scheme, which offers investors tax credits for investing in CDFIs, generated more than $ 65 million in leveraged debt from TCE and Capital Impact and $ 60 million of tax credit equity from JP Morgan and US Bank.

- 22 percent of Democrats are decreasing their equity allocation.

Back when the firm rolled out target - date products, he says, the funds were designed to shift gradually toward a retirement allocation of 25 % equity and 75 % fixed income.

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

«The largest pension plan in the world is Japanese, and they're increasing their allocations to equities, and that's going to represent quite a large amount of money going into the markets.

Bottom line: Whatever your normal allocation is, add 10 % to the fixed income portion, equally at the expense of your cash and equity allocations (5 % each).

Recall that the tactical asset allocation I've recommended for the start of 2012 is a 5/50/45 mix (5 % cash, 50 % fixed income, 45 % equities), and this is what I suggest for the typical income investor.

While it depends on your investment preferences and constraints, a «normally - weighted» balanced portfolio typically has a standard allocation of 10/40/50, which is 10 % cash, 40 % fixed income securities, and 50 % equities.

Building diversified private allocations that include early stage venture exposure, growth equity and operationally - focused buyouts is now necessary to drive returns by capturing growth across the corporate lifecycle and the full range of U.S. equities.

Forget the 60/40 rule For years, the generally accepted rule for working - age Canadians was to put 60 % of assets in equities and 40 % of assets in bonds, and then move the allocation to bonds and away from equities the closer you got to retirement.