Sentences with phrase «portion of its assets in»

People who have a big portion of their assets in stocks and mutual funds stand to lose the most if the market tanks as they are preparing to or starting to withdraw money from their accounts.

Some of the myths reflect our fears, like the need for a lot of insurance or maintaining a large portion of assets in cash.

It is not unusual for me to hear from retired readers who lament the fact that they didn't maintain a significant portion of their assets in some form of common stocks.

My prediction is that as international waters remain choppy and uncertain with Brexit potentially looming and this nutty «race to the bottom» with interest rates, international buyers will continue to park portions of their assets in valuable real estate, keeping the major US markets growth steady.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

In some market conditions, the Fund may invest a portion of its assets in short - term or other debt securities.

The Fund may also invest a portion of its assets in cash, money market instruments and / or treasury bills.

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

Because the Fund may invest at least a significant portion of its assets in companies in a specific region, including Europe, the Fund is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

Seeks capital appreciation by focusing on undervalued mid-and large - cap companies, with a significant portion of assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

In the third post, I explained why I invest a portion of my assets in My Actively Managed Funds and how they have performed historically (considering their higher annual management fees).

As far as our investment style is concerned, we've got the lowest portion of assets in low or no - return cash holdings (43 % compared to 56 %) though that number is unlikely to drop anytime soon.

The last of these positions suggests that, on average, the fund held a substantial portion of its assets in fixed - income securities, which lowered its volatility.

Several Putnam Funds invest at least a portion of their assets in U.S. Treasury securities.

Putnam funds may invest a portion of their assets in U.S. Treasury securities.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

VEXPX also holds a small portion of its assets in stock index futures and ETFs to manage cash flows.

The fund invests all or a portion of its assets in small to midsize companies.

The fund holds a small portion of its assets in Puerto Rico municipal bonds that have been impacted by recent adverse economic and market changes, which may cause the fund's share price to decline.

In those sorts of circumstances, it might make sense for some investors to invest a portion of their assets in stocks and a portion in TIPS.

It now seems that any long - term investor should want to have a portion of their assets in companies headquartered in and doing business in the Far East, including Hong Kong.

It generally invests in at least three foreign countries, and, at times, may invest a substantial portion of its assets in a single foreign country.

Most investors nearing retirement will seek to balance their portfolio by investing a portion of assets in funds suitable for a short time frame, such as money market and short - term bond funds, while keeping some assets committed to long - term investments, such as stock funds.

It generally invests in at least three emerging countries, and, at times, may invest a substantial portion of its assets in a single emerging country.

Since the fund had a considerable portion of its assets in foreign equities, IXJ could also be a relevant CAPM reference:

To be sure, some investors with more than enough money to sustain them will still choose to invest a meaningful portion of their assets in stocks, figuring that any excess return will help them leave more to their heirs.

Investing a portion of your assets in an immediate annuity can provide additional guaranteed lifetime income, giving you more flexibility for making withdrawals from savings.

I've commented here a few times that I have a good portion of my assets in index funds of various kinds (US stocks, international stocks, etc.) Today I would like to give the reasons I have used index funds as my primary investment vehicle for the past 15 years or so.

While the majority of its assets are held in marketable fixed income securities, the company also maintains a portion of its assets in real property and loans secured by real property.

Bankruptcy is the process by which an honest debtor surrenders a portion of their assets in exchange for the elimination of their debt.

«Almost everyone should have a significant portion of their assets in stocks.

The Ariel International (DM / EM) Composite differs from its benchmark, the MSCI ACWI (All Country World Index) ex-US Index, because: (i) the Composite has fewer holdings than the benchmark and (ii) the Composite will at times invest a portion of its assets in the U.S.

May invest any portion of its assets in securities of Canadian issuers and up to 20 % of assets in foreign securities, including emerging markets

The strategy also may invest a portion of its assets in equity securities of companies based in the U.S..

The Fund is considered non-diversified and can invest a greater portion of assets in securities of individual issuers than a diversified fund.

The fund may also invest a portion of its assets in equity securities not listed on an exchange.

It may invest a portion of its assets in securities issued by small capitalization companies.

After all, even advisors who fully weight emerging markets in client portfolios will have only a small portion of assets in these countries.

From time to time, based on market or economic conditions, the Fund may invest a significant portion of its assets in one country or geographic region.

Settlement problems may cause a Fund to miss attractive investment opportunities, hold a portion of its assets in cash pending investment, or be delayed in disposing of a portfolio security.

Each Fund may also invest a substantial portion of its assets in such instruments at any time to maintain liquidity or pending selection of investments in accordance with its policies.

This limitation does not preclude the Fund from investing in mortgage - related securities or investing in companies engaged in the real estate business or that have a significant portion of their assets in real estate (including real estate investment trusts);

Purchase or sell commodities (unless acquired as a result of ownership of securities or other investments) or commodity futures contracts, except that the Fund may purchase and sell futures contracts and options to the full extent permitted under the 1940 Act, sell foreign currency contracts in accordance with any rules of the Commodity Futures Trading Commission, invest in securities or other instruments backed by commodities, and invest in companies that are engaged in a commodities business or have a significant portion of their assets in commodities; or

(Full disclosure, I have a significant portion of my assets in a large US bank that was trading well below the strike price of the warrants issued against its shares to Berkshire Hathaway at the time I purchased the shares, which bank shall remain nameless).

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

The Fund invests a substantial portion of its assets in the stocks of mid-capitalization companies.

A fund must maintain a small portion of its assets in cash to process shareholder transactions and to pay its expenses.

A fund may keep a portion of its assets in cash for business operations.

The fund may also invest any portion of its assets in securities of Canadian issuers and up to 20 % of its assets in securities of other foreign issuers, including emerging markets securities.

Not exact matches

Silver Lake Resources is selling off its non-core assets in the Murchison region, with Metals X acquiring its Comet gold project and Musgrave Minerals agreeing to buy a large portion of its Cue project.