Sentences with phrase «over the total assets»

It is calculated as Liquid Assets over the Total Assets.

It is calculated as total liabilities over the total assets.

With no debt, Tobin's q is market capitalization over total assets.

The ICI reported that, at the end of November 2007, U.S. domiciled mutual fund assets totaled $ 12.1 trillion, which is about a 60 % increase over total assets in mid - 2004.4

Not exact matches

But instead of rebounding, assets under management shrank over the following years, as sales lagged, investments soured and investors pulled their money — to a total of $ 210 million as of Sept. 30, 2014.

Together they have purchased nearly $ 57 billion worth of foreign assets over the past five years, more than 15 % of total overseas investments by Chinese firms, according to Dealogic.

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

There is strong reason to expect the S&P 500 to underperform the 2.4 % total return available on Treasury debt over the coming decade, though both asset classes are so richly valued that substantial volatility and interim losses should be expected in both.

Total assets under management were $ 887 billion, up 9 percent over the same period last year.

For its 2018 projections, Franco - Nevada expects attributable royalty and stream production to total 460,000 to 490,000 GEOs (gold equivalent ounces) from its mineral assets and revenue of over $ 50 million from its growing oil and gas assets.

PIMCO plans to introduce an ETF clone of Total Return Fund, which holds over $ 250 billion in assets.

We are happy to announce that the Japan bank consortium now includes 61 members, representing over 80 % of total assets in Japan.

Pimco Total Return Fund holds over $ 240 billion in assets and is piloted by noted bond fund manager, Bill Gross.

The Strategic Total Return Fund currently carries a duration of about 2 years, primarily in U.S. Treasury securities, with just over 15 % of assets allocated to foreign currencies.

To date, EquityMultiple has closed 33 offerings, amounting to more than $ 15.5 million in assets under management, in real estate projects that total over $ 300 million in total capitalization.

The Strategic Total Return Fund currently has an overall duration slightly over 3 years, primarily in straight Treasuries, with a small 1 % exposure to precious metals shares and about 4 % of assets in utility shares.

Even in the U.S., the Securities and Exchange Commission (SEC) generally enforces regulation that assures that only accredited investors (i.e. people who own over $ 1M in total assets or have made more than $ 200K annually and will continue to do so) invest in private companies.

During the transition of the last quarter of 2017 and the first week of January 2018, the cryptocurrencies continued with their pace of growth that saw a steady $ 603 billion of all digital assets» total market cap grow to over $ 800 billion in market capitalization.

Established in 1987, CWT's current assets under administration total over $ 7 billion.

The Strategic Total Return Fund moved the bulk of its assets from short - term Treasury securities to Treasury inflation protected securities as real yields on these securities surged well over 3 %.

Here's how: An advisor can help minimize the total taxes paid over the course of retirement by following this withdrawal order: required minimum distributions (mandated by law for investors age 70 1/2 or older who own assets in tax - deferred accounts), followed by dividends and interest on assets held in taxable accounts, taxable assets, and finally tax - advantaged assets.

The most popular basket commodities fund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GSG).

Trading at over 2x book value, the shares of the $ 440 billion total asset USB are up 2x the S&P 500 over the past year.

Financial institutions were the main issuers, accounting for over half the quarterly total, with the remainder fairly evenly spread between asset - backed vehicles and non-financial companies.

Total household assets rose by 6 per cent over the year to the December quarter 2004 (Table 7), in line with income but well below the average of previous years.

Over the year to the March quarter, growth in total assets of managed funds has been strongest in the cash management and public unit trust sectors (Table 5).

Total assets in small cap mutual funds nearly doubled between year - end 2007 and year - end 2016 — from $ 473 billion to $ 779 billion — despite the fact that the number of small cap stocks fell from 3,700 to 2,600 over the same period.

Crypto assets have failed to generate sustained rallies over the past two months, with the total market cracking $ 500 billion only once since the epic February crash.

Based on particular strength in the precious metals market mid-last week, I reduced the exposure of the Strategic Total Return Fund in precious metals shares, from close to 18 % of assets down to just over 10 %.

For example, the PIMCO Total Return Fund in one point during 2012 had over 50 % of its assets in agency MBS.

Crypto assets extended their losing streak over the weekend, as the total market cap briefly fell below February's bear market lows.

Liquidity: Excellent The Vanguard Total Bond Market Index Fund has over $ 100 billion in assets and typically trades at a price that is very, very close to its NAV.

Each year we voluntarily disclose the total assets that the firm's employees, our families and the Funds» trustees have invested in the Oakmark Funds; as of December 31, 2016, that number is over $ 400 million, reflecting significant share purchases during the past year.

At his departure in June 2015, total assets invested between the two divisions was over $ 2.5 B. Prior to Lending Club, Mike held various sales management roles at Fisher Investments.

Mutual lenders and deposit takers have total assets of over # 375 billion and, together with their subsidiaries, hold residential mortgages of # 245 billion, 20 % of the total outstanding in the UK.

Mutual lenders and deposit takers have total assets of over # 375 billion and, together with their subsidiaries, hold residential mortgages of over # 235 billion, 19 % of the total outstanding in the UK.

Isn't greater home - ownership the best opportunity for people to escape state dependency and invest in a simple, low - risk asset over a life - time that will allow people who started with nothing to achieve their goal of total financial independence?

Mutual lenders and deposit takers have over 25 million members, total assets of over # 375 billion and, together with their subsidiaries, hold residential mortgages of nearly # 240 billion, 19 % of the total outstanding in the UK.

In the financial year ended December 31, 2015, Zenith Bank reported a profit after tax (PAT) of N105.66 billion — the highest in the Nigeria banking industry for the year — with total assets standing at over Four Trillion Naira.

Building societies have total assets of over # 360 billion and, together with their subsidiaries, hold residential mortgages of # 250 billion, more than 20 % of the total outstanding in the UK.

Mutual lenders and deposit takers serve around 32 million customers, have total assets of over # 375 billion and, together with their subsidiaries, hold residential mortgages of nearly # 240 billion, 19 % of the total outstanding in the UK.

Mutual lenders and deposit takers have total assets of over # 365 billion and, together with their subsidiaries, hold residential mortgages of almost # 235 billion, 19 % of the total outstanding in the UK.

Together these organisations serve over 23 million customers up and down the length of the UK and have total assets of over # 366 billion.

Nearly 500 investors with total assets under management of over $ 25 trillion Christiana Figueres said: «The recognition of actions by businesses, investors, cities and regions is one of the key outcomes of COP 21.

School districts currently spend over $ 600 billion per year and the Gates Foundation only has $ 34 billion in total assets.

(1) Average Total Assets minus Current Liabilities (excluding current portion of Long Term Debt) over five quarter ends.

By spreading your total investment out over a portfolio of ETF asset classes, your savings are even safer.

This is basically the amount left over when you subtract Total Liabilities from Total Assets.

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.