Sentences with phrase «performance after the funds»

As the employer no longer has any obligation on the account's performance after the funds are deposited, these plans require little work and are low risk to the employer.

Not exact matches

LONDON, April 12 - Man Group, the world's largest listed hedge fund, reported a 3 percent rise in total assets in the first - quarter after net inflows of $ 4.8 billion more than offset performance losses.

Some former employees say the brand suffered after the lousy performance of the two huge funds launched in 2011.

But the years after those declines, the fund had record net performance in 1999 (up 61 percent), 2003 (up 149 percent) and 2009 (up 132 percent).

After our education plan finished first in the «Race to the Top» federal funding competition for its capacity to improve student performance, we continue to move forward.

These funds have been pulling their members» money out of hedge funds in recent years, after getting hit with a «double whammy — poor investment performance accompanied by huge fees.»

Investors, financial advisors and the mutual fund industry will be closely watching the performance of the ETF version of PIMCO Total Return Fund after it launches on Marcfund industry will be closely watching the performance of the ETF version of PIMCO Total Return Fund after it launches on MarcFund after it launches on March 1.

As a result of the payment, the performance of the Fund for periods as of and after August 20, 2013, is expected to be impacted by the increase in the Fund's NAV.

Lipper analyst Tom Roseen compared the after - tax performance of every major tax - managed mutual fund with the average after - tax performance of its whole category.

Private investments (4 % Short): After spending lots of time researching each private equity or private fund investment before investing, I tend to forget all about them until there is a quarterly performance update.

Performance quotations have been calculated as follows: (a) for periods prior to January 1, 2002, a restated figure is used based on the fund's Class A performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to Performance quotations have been calculated as follows: (a) for periods prior to January 1, 2002, a restated figure is used based on the fund's Class A performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to performance, excluding the effect of Class A's maximum initial sales charge and including the Rule 12b - 1 rate differential between Class A and R; and (b) for periods after January 1, 2002, actual Class R performance is used, reflecting all charges and fees applicable to performance is used, reflecting all charges and fees applicable to that class.

Performance quotations for this class reflect the following methods of calculation: a) For periods prior to the fund's Advisor Class inception date, a restated figure is used based on the fund's oldest share class, Class A performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to Performance quotations for this class reflect the following methods of calculation: a) For periods prior to the fund's Advisor Class inception date, a restated figure is used based on the fund's oldest share class, Class A performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to performance, excluding the effect of Class A's maximum initial sales charge but reflecting the effect of the Class A Rule 12b - 1 fees; and b) for periods after the fund's Advisor Class inception date, actual Advisor Class performance is used, reflecting all charges and fees applicable to performance is used, reflecting all charges and fees applicable to that class.

While the Fund's full - year performance wasn't as strong as we would've liked, it's worth noting that our pre-tax and after - tax returns were very similar, despite realizing large gains throughout the year.

MLP funds accrue deferred income taxes for future tax liabilities associated with the portion of MLP distributions considered to be a tax - deferred return of capital and for any net operating gains as well as capital appreciation of its investments; this deferred tax liability is reflected in the daily NAV; and, as a result, the MLP fund's after - tax performance could differ significantly from the underlying assets even if the pre-tax performance is closely tracked.

For most other hedge funds, it has been a different story, namely year after year of subpar performance.

They may work with another institution who custodies the assets and communicate performance value to the custodian after the fund company's fund accountants have struck the NAV for each of the mutual funds at the close of each day.

After all, some experts maintain, the performance of active funds, especially after fees are removed, typically fall short of those of passive index funds, especially when the stock market is on an upsAfter all, some experts maintain, the performance of active funds, especially after fees are removed, typically fall short of those of passive index funds, especially when the stock market is on an upsafter fees are removed, typically fall short of those of passive index funds, especially when the stock market is on an upswing.

The expense ratio after waivers is a voluntary limit on total fund operating expenses (exclusive of any acquired fund fees and expenses, performance fees, taxes, brokerage commissions and interest) that U.S. Global Investors, Inc. can modify or terminate at any time, which may lower a fund's yield or return.

Errington is also bearish toward the future earnings performance of Coke's Indonesian business — «particularly after press speculation (AFR October 13) that Coke Amatil could be considering selling a partial stake to the Coca - Cola Company parent (KO) so that future capex requirements (to re-establish growth in the business) can be funded.»

Pogrebnyak won plaudits for his performances for Fulham last year after joining the Cottagers on loan and that persuaded Reading to invest significant funds in tempting the player to the Madejski Stadium.

After today's performance, I suspect he won't have too much trouble getting the funding for the rest of the season.

The June 25 event to raise funds for Mr. Cuomo's 2014 re-election campaign includes a host committee reception, dinner and musical performance, and is set to occur five days after the scheduled end of the legislative session in Albany, by which time the governor has pledged to attain legislative action on campaign - finance reform, including lowering contribution limits.

That comes after a year in which the fund grew by less than one percent — one of its worst performances since the end of the recession.

In the future, the report says, the BPC should «work with the Electoral Commission, the Market Research Society and media regulators such as Ipso and Impress to ensure that the best methodologies are used, that sources of poll funding are declared, that polls are better reported and that polling performance is openly reviewed after each general election».

After the government's comprehensive spending review slashed science infrastructure spending by 25 % in 2010, British science has had to make do with piecemeal funding for major initiatives such as high performance computing, synthetic biology, and advance materials.

After the proposition passed, state union representatives immediately lobbied the state attorney general to issue a «clarification» explaining that performance pay actually meant an across - the - board bonus for every teacher in a school or district, regardless of performance, and that funding classrooms directly actually meant passing the funding through the district first so the district, rather than the school, can make the major funding decisions.

Given these concerns, states are considering what's known as «completion - based funding,» — funding that a) is «earmarked» only for personalized learning, and b) includes a performance - pay element, meaning that schools or providers only get the full cash owed for services after they provide evidence of student learning.

The administration and the House Appropriations Committee also proposed elimination or severe cuts, respectively, to the 21st Century Community Learning Centers program.45 Currently funded with more than $ 1 billion, this program provides enrichment opportunities in safe environments to more than 1.6 million students per year, 46 70 percent of whom are students of color.47 Much of this funding supports after - school programs, but 21st CCLC also funds before - school and summer programs.48 Research indicates that participation in 21st CCLC is linked to better attitudes toward school, higher rates of school attendance, fewer suspensions, and better performance in school, among other outcomes.49 In addition, many of these programs provide students with snacks or meals.50

What remained unclear after the first study, is whether the school funding model and resulting disparity as measured by the «Funding Disparity Rank» has a direct impact on student performance and ofunding model and resulting disparity as measured by the «Funding Disparity Rank» has a direct impact on student performance and oFunding Disparity Rank» has a direct impact on student performance and outcome?

The City has implemented a number of initiatives in the past three years to improve middle school students» academic performance, including expanded after - school programs, the School Renewal Program (providing the most challenged schools with additional funding), instructional resources and experienced leadership, and the Community School expansion.

State officials have suspended a third year of grant funding for four Pueblo middle schools — Freed, Pitts, Risley and Roncalli — and one Denver school, Gilpin Elementary, after the schools posted declines in overall results on this year's state School Performance Framework, according to Patrick Chapman, who oversees federal grants for the Colorado Department of Education.

The study, conducted for the U.S. Department of Education by Mathematica Policy Research, found that participation in federally funded 21st Century after - school programs had little effect on academic performance.

AUGUSTA — After a survey of members of the Commission to Reform Public Education Funding and Improve Student Performance in Maine, Commission Chair Bill Beardsley is announcing the meeting schedule through the end of the year.

The Blue Ribbon Commission to Reform Public Education Funding and Improve Student Performance is now underway, after enactment by the Legislature and signed into law by Governor Paul LePage.

After the market slumped in 2000 and remained in trouble for the next several years, the system kept up the illusion that it was well funded by using smoothing techniques which blended the recent performance of the fund with prior years when the market was doing well.

Faced with potentially losing federal funding after publicly challenging No Child Left Behind's student performance mandates, Montana's education chief Denise Juneau is now in discussions with the Department of Education in search of compromise, she told The Huffington Post Friday.

Enacted under Title IV, Part B of the Elementary and Secondary Education Act (ESEA), the 21st CCLC program provides competitive grant funding to support before school, after school, and summer learning programs that focus on improving the academic performance of students in pre-Kindergarten through grade 12.

In case a share class is created after the fund's launch date, a simulated past performance is used, based upon the performance of an existing share class within the fund, taking into account the difference in the ongoing charges and the portfolio transaction costs, and including the impact of any performance fees if applicable.

I have a plan to limit my ELSS fund count to 2 after monitoring the performance for 2 years while keeping the total ELSS flow intact.

You can find information about the fund's investment goals, performance over the past ten years before and after taxes, fees, summary profile, and other information.

Nonetheless, you may wish to consider selling a fund that consistently trails its peers, has poor performance after a good manager leaves, gets too big for the managers to find enough good investments, or changes the investing style you are comfortable with.

However, over the years, my perception of this fund has changed after witnessing roller - coaster performance of other funds that I own in the same portfolio, such as CGM Focus Fund (CGMfund has changed after witnessing roller - coaster performance of other funds that I own in the same portfolio, such as CGM Focus Fund (CGMFund (CGMFX).

When reporting performance, mutual funds and ETFs include «after tax» figures that are meant to represent what an investor might have left over once taxes are paid.

Alpha is a measure of mutual funds» performance after adjusting the risk.

Especially when you look at the historical performance of managed funds, you see that the majority of them (I don't have my copy of ARWDWS right now, so I'm relying on memory here) don't beat the market at all (and thus produce funds that under - perform the market by several percent after fees are taken out), and very few (maybe 5 - 10 %) manage to beat the market enough to make up for their fees.

The great majority of actively managed funds with high turnover do not demonstrate better investment fund performance results, after the additional trading costs are taken into consideration.

After 5 years of sideways performance, I moved my account to another advisor on condition that no mutual funds be part of my portfolio.

The fund was closed to new investments after that point, so less is known of its subsequent performance, but in 2016, Forbes estimated Simons to be worth $ 15.5 billion, having made $ 1.5 billion in 2015.

After all, you invest for performance and returns, whatever the strategy of the fund might be.

After all, some experts maintain, the performance of active funds, especially after fees are removed, typically fall short of those of passive index funds, especially when the stock market is on an upsAfter all, some experts maintain, the performance of active funds, especially after fees are removed, typically fall short of those of passive index funds, especially when the stock market is on an upsafter fees are removed, typically fall short of those of passive index funds, especially when the stock market is on an upswing.