Sentences with phrase «principal investment strategies»
The Fund changed its benchmark to the S&P 500 ® Index and the Lipper Large - Cap Core Funds Index on August 1, 2016 because these indices better reflect the Fund's principal investment strategies from that date.
aquinasfunds.com
The company's principal investment strategy includes direct property acquisitions and joint ventures, sale / leasebacks, conventional and mezzanine debt financing, and the acquisition of distressed debt.
The term «fund of funds» is typically used to describe investment companies, such as the Fund, whose principal investment strategy involves investing in other investment companies, including closed - end funds and money market mutual funds.
For comparison purposes, here are Principal Investment Strategies in the summary prospectus of the Calamos Growth Fund:
The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity (duration) of portfolio holdings, the exposure to shifts in the yield curve, and allocation among fixed income alternatives and inflation hedges.
The company's principal investment strategy includes direct property acquisitions and joint ventures, sale / leasebacks and the acquisition of distressed debt through its Cambridge Investment and Finance Co. business unit.
On 3/31/18, the Fund's principal investment strategy and benchmark changed to reflect its increased flexibility to have a greater exposure in emerging markets.
Their objective changes from «long - term capital appreciation» to «long - term capital appreciation with an emphasis on capital preservation» and «fixed income» gets added as a principal investment strategy.
Currently the fund's principal investment strategy has it investing in «dividend - paying common stocks, preferred stocks, convertible securities and debt obligations of foreign companies.»
On October 1, 2014, SunAmerica High Yield Bond Fund (SHNAX) becomes SunAmerica Flexible Credit Fund, and that simultaneously make «certain changes to their principal investment strategy and techniques.»
To answer that, let's take a closer look at the Principal Investment Strategies section of the statement:
It may engage in active and frequent trading of portfolio securities as part of its principal investment strategy.
Its investment objective, principal investment strategies, management fee and operating expenses change as well.
Effective January 15, 2015, Calvert High Yield Bond Fund (CYBAX) will shift its principal investment strategy from investing in bonds with intermediate durations to those «with varying durations,» with the note that «duration and maturity will be managed tactically.»
That same month, the fund shifted its principal investment strategies to more closely mirror the approach taken in FPA International Value (FPIVX).
That will involve changing the investment goal of the fund and modifying the fund's principal investment strategies.
The Fund's investment objective, principal investment strategy, portfolio management team, and primary benchmark changed to reflect a focus on high - quality, undervalued, large - cap companies.
Although the companies that the fund invests in may be highly leveraged, the fund itself does not use leverage as a principal investment strategy.
The Fund «s principal investment strategy is to primarily invest its assets in U.S. and foreign equity securities that are believed to be the most attractive in the global marketplace.
The Fund's principal investment strategies emphasize strategic management of the average interest rate sensitivity (duration) of portfolio holdings, the exposure to shifts in the yield curve, and allocation among fixed income alternatives and inflation hedges.
The Fund's principal investment strategy is, under normal market conditions, to invest at least 80 % of its assets in securities or other financial instruments of companies that are components of, or have economic characteristics similar to, the securities included in the Index.
On 3/31/18, the Fund's principal investment strategy and benchmark changed to reflect its increased flexibility to have a greater exposure in emerging markets.
Elliott's principal investment strategy is buying distressed debt cheaply and selling it at a profit or suing for full payment.
On 5/30/2014, the Fund's Principal Investment Strategy and Investment Objective changed to reflect a focus on income - generating investments.
The fund's principal investment strategy is to normally invest at least 80 % of the fund's assets in investment - grade debt securities that have a dollar - weighted average portfolio maturity of 18 months (one and a half years) or less.
Prior to the Reorganization, which is expected to occur on or about March 23, 2016, Marketfield Asset Management, LLC, the Fund's current subadvisor, will continue to manage the Fund... The New Fund will have the same investment objective, principal investment strategies and investment process.
The managers will change (from Morgan Stanley to Alta Capital); likewise the «fund's investment objective, principal investment strategies, principal risks, benchmark index, portfolio managers [and] name, will change.
Effective January 31, 2016, the principal investment strategy of Turner Emerging Growth Fund (TMCGX) shifts from focusing on «small and very small» cap stocks to «small and mid-cap» ones.
Effective October 28, the fund is changing its principal investment strategy from investing «a majority» of its assets outside the US to investing «at least 40 %» internationally, less if markets get ugly.
Effective February 27, 2017, the Fund's Principal Investment Strategies changed from a small cap growth investment strategy to one that primarily invests in common stock and preferred stock of U.S. small - and mid-capitalization companies with either growth or value - oriented characteristics.