Sentences with phrase «positions in equity mutual funds»

An article in The New York Times describes a recent build - up of cash positions in equity mutual funds:

Not exact matches

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundIn this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundin most mutual funds.

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundIn this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundin most mutual funds.

Except for mutual funds in the over $ 1 billion asset size class, it does not seem usual practice for individual mutual funds to accumulate greater than 5 % positions in the equities of individual issuers.

He invests in commodities through a diversified fund that can take long and short positions and in hedged - equity mutual funds that try to use option strategies to cushion market hits.

@CC, anyone else: The problem that I (and perhaps many of us) have is that in order to rebalance my portfolio (target weight is 50 % equities, 33 % fixed income, 12 % alternative investments and 5 % cash) I would have to sell a lot of my equity positions at a loss (I took over management of my portfolio from my advisor 6 months ago and he had me 100 % in a equity - heavy mutual fund).

With time - bound goals, you will be in a better position to dictate the instruments you would invest in for the short - term requirements (bank deposits, bond funds, government saving schemes) and for long - term wealth creation (equity mutual funds and stocks).

Under normal market conditions, the Fund invests, directly or indirectly through exchange traded funds («ETFs») and mutual funds (together with ETFs, «Underlying Funds»), at least 80 % of its assets (plus the amount of borrowings, if any) in long and short positions in equity securifunds («ETFs») and mutual funds (together with ETFs, «Underlying Funds»), at least 80 % of its assets (plus the amount of borrowings, if any) in long and short positions in equity securifunds (together with ETFs, «Underlying Funds»), at least 80 % of its assets (plus the amount of borrowings, if any) in long and short positions in equity securiFunds»), at least 80 % of its assets (plus the amount of borrowings, if any) in long and short positions in equity securities.