Sentences with phrase «portfolio as applicable»
An investor in a managed portfolio will indirectly bear fees and expenses charged by the underlying funds in addition to direct fees and expenses charged by the portfolio as applicable.
https://www.usaa.com/ Not exact matches
(«East West»), an entity that is registered with the applicable securities regulatory authorities or regulator as a Portfolio Manager, Exempt Market Dealer, Commodities Trading Manager, and Investment Fund Manager.
East West Investment Management is registered with the applicable securities regulators as an Investment Fund Manager, Portfolio Manager, Commodity Trading Manager and Exempt Market Dealer in Ontario.
The rubric's universality makes the design process applicable to seventh - grade math projects as well as graduate school engineering portfolios, both of which are represented among the design submissions of the site's 12,000 registered users.
Though available to all contract owners, the Global Atlantic Portfolios are also ten of eleven managed risk investment options qualifying as choices for optional living and death benefits, when applicable.
Incidentally, however, large amounts of resources in a business, such as airlines or meatpacking, may be more indicative of onerous overhead than of large future earning power; hopefully, this potentially negative aspect of large resources is not applicable to any of the equity issues in the Fund's portfolio.
The fund is designed to serve as a core income holding within a portfolio, if applicable.
The Examples assume: (1) you invest $ 10,000 in the noted class of Units in the noted Investment Portfolio for the time periods indicated; (2) your investment has a 5 % return each year; (3) the Investment Portfolio's operating expenses remain the same (including the operating expenses of the Underlying Fund (s)-RRB-; (4) all Units redeemed, if any as noted, are used to pay Qualified Higher Education Expenses (the table does not consider the impact of any potential state or federal taxes on the redemption); (5) you pay the applicable maximum Initial Sales Charge on Class A Units and any CDSC applicable to Units invested for the applicable periods in Class C Units; and (6) for the Class C Units Example, the Class C Units converted to Class A Units at the end of sixth year and were thereafter subject to the costs associated with Class A Units.
The fund is designed to serve as a one - stop investment solution and a core holding within a portfolio, if applicable.
(3) Weighted Average Unlevered All - in - Yield on the loan portfolio assumes applicable benchmark rates on the floating rate loans as of March 31, 2018.
Nest Wealth is registered with the applicable securities commissions as a Portfolio Manager in AB, SK, BC, QC, MB, PE, NS NB, NL and in ON as a Portfolio Manager; Exempt Market Dealer and Investment Fund Manager.
Developed a generic quantitative model in MATLAB, which is applicable to transitions of both equity and fixed income portfolios between major financial markets, leveraging futures and other derivatives as hedging instruments
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