Sentences with phrase «other equity income funds»

Unlike many other equity income funds, Eaton Vance Dividend Builder Fund pays monthly distributions.

Not exact matches

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iincome in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable incomeincome.

An engaging speaker, Shull has received rave reviews for her talks «How the Psychology of Risk is Fractal» and «Emotions are Also Information» at MIT's Sloan Fellows program, WBR's Equities and Fixed Income Leaders» Summits, LiquidNet, Battle of the Quants, 100 Women in Hedge Funds Behavioral Finance Series and many other conferences.

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.

Flowserve served the Equity and Income Fund well during its nearly three years in the portfolio, and we wish to thank our recently retired long - time partner John Raitt for this successful idea (as well as many others).

Other highlights in August included inflows of $ 449 million into fixed income ETFs, and another $ 437 million into exchange traded funds replicating global equity indices in developed markets.

In 2010, the New York legislature passed an executive budget proposal offered by Cuomo's predecessor, Democratic Gov. David Paterson, that was supposed to end the «carried interest» loophole — which allows hedge - fund and private - equity managers living in other states and working in New York to avoid paying state income taxes on investment profits.

The other issue I am wrestling with is the category of balanced funds, where I am increasingly concerned that the three usual asset classes of equities, fixed income, and cash, will not necessarily work in a complementary manner to reduce risk.

Rather than looking at a household's income, this metric matches what a household owes with what it owns, such as the equity built up in houses or savings accumulated in other assets such as stocks and investment funds.

The table below displays the amount and weight percentage of net assets for all Bank Loan Bond Funds allocated to other asset classes besides equity and fixed income.

The table below displays the amount and weight percentage of net assets for all Muni National Bond Funds allocated to other asset classes besides equity and fixed income.

The table below displays the amount and weight percentage of net assets for all U.S. Funds allocated to other asset classes besides equity and fixed income.

An example: the TD Comfort Balanced Portfolio places 55 % in a fixed - income fund and divides the other 45 % among four Canadian and global equity funds, all for a combined fee of less than 2 %.

According to the fund report released at the end of the second quarter of 2012, 53 of its total holdings, which make up about 70 % of the fund's total assets, are in equity while other 36 are in fixed income.

Liquid assets include all the cash or cash equivalents, equity mutual funds (not equity - linked savings schemes such as a certificate of deposit that have 3 year lock - in period), equities, debt funds (including short - term gilt funds, monthly income plans other plans except the closed - ended funds) and all other assets which can be redeemed within 3 - 4 working days.

On the other hand, in the half of my portfolio that is committed to market timing, (70 % in equities and 30 % in fixed income) the 15 to 100 different mutual fund or ETF investments I might own are all being tracked daily for the change in trend that indicates the fund should be sold and moved to money market funds.

The iShares Diversified Monthly Income Fund (XTR) uses several other iShares ETFs to offer a blend of «income - bearing asset classes, including, but not limited to, common equities, fixed income securities and real estate investment trusts.&Income Fund (XTR) uses several other iShares ETFs to offer a blend of «income - bearing asset classes, including, but not limited to, common equities, fixed income securities and real estate investment trusts.&income - bearing asset classes, including, but not limited to, common equities, fixed income securities and real estate investment trusts.&income securities and real estate investment trusts.»

The table below displays the amount and weight percentage of net assets for all Total Dividend Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

You can buy mutual funds to invest in a variety of asset classes — there are equity (stock) mutual funds, fixed income (bond) mutual funds, balanced (a mix of stocks and bonds) mutual funds, along with a variety of other asset classes.

To learn more about the Henderson Global Equity Income and other mutual funds, please register on our website.

The table below displays the amount and weight percentage of net assets for all India Funds allocated to other asset classes besides equity and fixed income.

Other highlights in August included inflows of $ 449 million into fixed income ETFs, and another $ 437 million into exchange traded funds replicating global equity indices in developed markets.

The Fund expects to invest 50 - 80 % of its net assets in common stocks, 0 - 30 % in preferred stocks and other hybrid securities (which generally possess characteristics common to both equity and debt securities), and 10 - 40 % in income instruments including cash or cash equivalents.1

The table below displays the amount and weight percentage of net assets for all Bear Market Strategy Funds allocated to other asset classes besides equity and fixed income.

The London Company of Virginia, LLC («London Company») will vote all proxies and act on other corporate actions for all securities held by the Hennessy Equity and Income Fund (the «Equity and Income Fund») in its equity allocation in a timely manner, as part of its full discretionary authority over the equity allocation of the Equity and IncomeEquity and Income Fund (the «Equity and Income Fund») in its equity allocation in a timely manner, as part of its full discretionary authority over the equity allocation of the Equity and IncomeEquity and Income Fund») in its equity allocation in a timely manner, as part of its full discretionary authority over the equity allocation of the Equity and Incomeequity allocation in a timely manner, as part of its full discretionary authority over the equity allocation of the Equity and Incomeequity allocation of the Equity and IncomeEquity and Income Fund.

The table below displays the amount and weight percentage of net assets for all Alternative Funds allocated to other asset classes besides equity and fixed income.

Also, investment in equity - oriented mutual funds is available for deduction under Section 80C of the Income Tax Act in the year of investment and no such deduction is available on other mutual funds schemes.

L & T India Prudence Fund Equity Oriented 11.22 % UTI MNC Fund Balanced 12.68 % Franklin Build India Fund Infrastructure 16.98 % Mirae Asset Emerging Blue chip Fund Mid Cap 14.97 % ICICI Pru Regular Income Fund Debt oriented 3.48 % UTI Transport & Logistic Fund Others 8.79 % DSP BlackRock Micro Cap Fund Small Cap 6.94 % ICICI Value Discovery Fund Multi Cap 5.20 % SBI Pharma Fund Pharma 2.75 %

The table below displays the amount and weight percentage of net assets for all Micro Cap Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

The table below displays the amount and weight percentage of net assets for all India Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

I was asking about adjusting different types of capital gains in Rs 3lakh basic tax exemption limit for Dr citizen because there is no other income and what should be the order of adjusting shortterm / longterm debt / equity mutual fund gain.

EOD's NAV has risen just 6 % since the start of the year — far short of other foreign equity funds, including Lazard Global Total Return & Income Fund (LGI) or the Clough Global Equity Fund equity funds, including Lazard Global Total Return & Income Fund (LGI) or the Clough Global Equity Fund Equity Fund (GLQ).

Among other investment constituents, the funds will incorporate equity and fixed income allocations that leverage the ESG expertise of Mirova, an affiliate of Natixis AM U.S., which has managed responsible investment solutions for almost 30 years.

The Fund uses call options with the goal of reducing portfolio volatility compared to the S&P 500 and other equity indices and creating incremental income.

For performance data that is current to the most recent month - end for each fund as well as other information on the FAM Value Fund, FAM Equity - Income Fund, and FAM Small Cap Fund, please go to famfunds.com or call (800) 932-3fund as well as other information on the FAM Value Fund, FAM Equity - Income Fund, and FAM Small Cap Fund, please go to famfunds.com or call (800) 932-3Fund, FAM Equity - Income Fund, and FAM Small Cap Fund, please go to famfunds.com or call (800) 932-3Fund, and FAM Small Cap Fund, please go to famfunds.com or call (800) 932-3Fund, please go to famfunds.com or call [phone].

To maintain maximum flexibility, the securities in which the Income Fund may invest include corporate debt securities of issuers in the U.S. and foreign countries, bank debt (including bank loans and participations), government and agency debt securities of the U.S. and foreign countries, convertible bonds and other convertible securities and equity securities, including preferred and common stock and interests in REITs.

One solution may be to put 10 % into a Manulife fixed income mutual fund and split the other 90 % four ways with 22.5 % in a Canadian equity fund, 22.5 % in a Canadian growth fund, 22.5 % in a U.S. equity fund and 22.5 % in an international equity fund.

The ETF may also invest in preferred shares of companies located in the United States, fixed income securities of Canadian and U.S. issuers, including other income generating securities, as well as Canadian equity securities and exchange traded funds that issue index participation units.

The table below displays the amount and weight percentage of net assets for all Small Cap Growth Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

To learn more about the JPMorgan Equity Income and other mutual funds, please register on our website.

Mutual funds are also classified by their principal investments as money market funds, bond or fixed income funds, stock or equity funds, hybrid funds or other.

While a plurality of investors answered that they planned on keeping their equity and fixed - income ETF allocations static over the next year, there may still be room to run for the industry, as the report found ETFs were sometimes replacing other sources of beta exposure, such as index mutual funds and derivatives.

The Fund may also engage in other currency transactions such as currency futures contracts, currency swaps, options on currencies, or options on currency futures, or it may engage in other types of transactions, such as the purchase and sale of exchange - listed and OTC put and call options on securities, equity and fixed - income indices and other financial instruments; and the purchase and sale of financial and other futures contracts and options on futures contracts.

The table below displays the amount and weight percentage of net assets for all Small - Cap Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

Stocks (equity investments), debt instruments, income trust units, mutual funds and other forms of investments that are issued in the securities markets.

The table below displays the amount and weight percentage of net assets for all Europe Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

The table below displays the amount and weight percentage of net assets for all China Equity Funds allocated to other asset classes besides equity and fixed iEquity Funds allocated to other asset classes besides equity and fixed iequity and fixed income.

The table below displays the amount and weight percentage of net assets for all Emerging Markets Funds allocated to other asset classes besides equity and fixed income.

He regularly advises clients on federal income tax matters related to a variety of transactions, including domestic and cross-border mergers, acquisitions, joint ventures and dispositions, as well as the formation and operation of private equity funds, hedge funds and other pooled investment vehicles.

Donald Trump has said he would increase the tax rate on «carried interest,» the income that currently flows as lower - taxed capital gains to private equity partners and some other investment fund managers — such as those who oversee real estate funds.