Sentences with phrase «one's total assets»

The fund normally invests at least 80 % of total assets in common stocks of retail companies.
The fund normally invests at least 90 % of total assets in common stocks that comprise the index.
On average, they hold 21 per cent of total assets under management in the funds, and more than a quarter of them plan to increase their holdings in the next year.
Anyone with total assets that are significantly greater than the liability limits of existing base insurance policies — such as home and auto insurance — should consider buying an umbrella policy.
Compare this year's asset turnover (total sales divided by total assets at the beginning of the year) to last year's asset turnover ratio.
These figures demonstrate that, overall, about 55 % of total asset value is held in equities, about 25 % in cash, and somewhat shy of 20 % in bonds.
This means a good return on total assets employed, as opposed to a high return on equity through the use of excessive debt.
The net asset value is the value of the fund's total assets at market close minus the fund's liabilities divided by the total number of shares outstanding.
As you can see from the following chart, which shows the percentage of index fund assets as total assets in equity mutual funds from 1985 to 2007.
Did the long term debt to total assets ratio increase or decrease from the year before?
Total assets for the company exceed $ 16 million, with life and annuity reserves of $ 13 billion.
This graph displays the percentage of the fund's total assets invested in daily and weekly liquid assets as of the end of each business day during the preceding six months.
As fund size increases, the return per dollar invested declines as total assets increase.
We then created an investment performance index by calculating annual earnings on investments as a percentage of average total assets.
This equation takes many factors into consideration including total assets, credit history, past payments and late payments and the total debt you currently have.
Look for a company with high activity ratios such as fixed asset turnover ratio and total assets turnover ratio.
The ETFs in the two spreadsheets below are sorted on how much in fees (column 5) each ETF earns for the vendor (total fees = total assets * management fee).
The average investment rate among private companies is nearly twice as high as public firms — 6.8 % compared to 3.7 % of total assets per year.
Problems in managing the fund's assets may arise as the fund's total assets grow beyond the $ 1 billion level.
For example, if a company's total assets equal $ 15 million and its total liabilities equal $ 5 million, the total equity would be $ 10 million.
Generally speaking the best coverage takes a person's total assets into account, as well as the usage of their vehicles.
The amount attributed to owner's equity is the difference between total assets and total liabilities.
But renters should still consider their own lifestyle and total assets when determining how much coverage to buy.
The investment community uses this figure to determine a company's size, as opposed to using sales or total asset figures.
Once a value has been assigned to every transaction, the service can report the current total asset value, income, and any realized gains or losses.
Total assets simply means anything the banks own that can make them money.
Why would government focus on gold ownership when gold is a mere 2.5 % of total assets today?
The percentage of total assets comprised of a home increased to 41 %.
This gives the dealership total assets equal to $ 2 million.
The average investor can practice diversification by closely examining total assets available for investment.
There were only a handful of employees at that time and the funds had total assets under management of US$ 2.5 million.
A more nuanced approach would involve total assets, total debts, future expenses, current income, and time and income needed till retirement.
This is supposedly the biggest life insurance service provider with the most number of total asset counts in the world.
In some states, probate can cost your estate 4 - 6 % of the estates total assets.
The hedge fund industry, on the other hand, is considerably smaller, only recently surpassing the $ 3.5 trillion mark in total assets under management.
Anyone with total assets that are significantly greater than the liability limits of existing base insurance policies, such as insuring your car and home, should consider buying an umbrella policy.
For a mutual fund, net asset value represents the market value of the fund's share and is calculated as total assets of a corporation less its liabilities.
My guess is that the gross profit to total asset ratio works really well when combined with a valuation fundamental.
Still, as of the end of Q2, total assets in target - risk funds were up 1 % from a year ago.
The calculation is net income divided by average total assets.
Corporate taxes: corporate income tax returns, including total assets, credits and deductions, and tax liability for both domestic and foreign owned and controlled corporations.
Generally speaking the best coverage takes a person's total assets into account, as well as the usage of their vehicles.
It has $ 8.4 billion between total assets and working capital, according to its 2015 annual report.
But renters should still consider their own lifestyle and total assets when determining how much coverage to buy.
There were only a handful of employees at that time and the funds had total assets under management of US$ 2.5 million.
There are also some full service brokers that charge an annual fee between 1 % and 1.5 % of total assets managed for a client who don't charge per trade.
The Joyce Foundation will make approximately $ 50 million in charitable distributions in 2018, from total assets of $ 1 billion.
It is calculated by taking total assets less all intangibles (including goodwill).
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