Sentences with phrase «quality of a portfolio holding»

Though the Near - Term Tax Free Fund seeks minimal fluctuations in share price, it is subject to the risk that the credit quality of a portfolio holding could decline, as well as risk related to changes in the economic conditions of a state, region or issuer.

Not exact matches

Ratings by S&P and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

This procedure ensures that the value and growth portfolios, which each hold 150 stocks, contain stocks of similar average quality.

That means researching every fund holding to assess the overall quality of the fund's portfolio management.

Ratings by S&P, Moody's, and Fitch apply to the credit quality of a portfolio and are not a recommendation to buy, sell or hold securities of a fund, are subject to change, and do not remove market risks associated with investments in the fund.

Kmart, a wholly owned subsidiary of Sears Holdings Corporation (NASDAQ: SHLD), is a mass merchandising company that offers customers quality products through a portfolio of exclusive brands that includes Jaclyn Smith, Joe Boxer, County Living, Route 66 and Smart Sense.

About Kmart Kmart, a wholly owned subsidiary of Sears Holdings Corporation (NASDAQ: SHLD), is a mass merchandising company that offers customers quality products through a portfolio of exclusive brands that includes Jaclyn Smith, Joe Boxer, County Living, Route 66 and Smart Sense.

Look at the people who are making the high returns, and they are not investors with just ten long - term quality investments held for 20 years in their portfolio, rather they are people who have some measure of turnover.

The best long term mutual funds hold well - diversified portfolios of high quality stocks — stocks you can hold for a long time.

With an attractive yield advantage over comparable maturity government bond mutual funds of similar duration and quality, the Fund may serve as a core holding for building diversified income portfolios.

In fact they will share a common portfolio of 15 - 30 high quality global business trading at attractive valuations, and in their absence both strategies also have the ability to hold up to 30 percent in cash.

In addition, these funds must invest primarily in investment - grade fixed - income securities, such that the average credit quality of the portfolio as a whole is investment grade (BBB or equivalent rating or higher) and not more than 25 % of the portfolio's holdings are invested in high yield fixed income securities.

If you want to find the best stocks for dividends to fit into a high - quality stock portfolio, consider their past history of dividend payments, the amount of risk you're willing to take, and the geographical diversity of your holdings, among other important stock characteristics.

Eventually, holding a large portfolio of concentrated, lower - quality companies as the crisis hit, the performance fell apart, and many shareholders of the fund liquidated, exacerbating the losses of the fund, and their selling pushed the prices of their stocks down, leading to more shareholder selling.

Be it index or actively managed funds or portfolio of quality companies what is important is not to get swayed by short term movements, hold for long term and staying the course with patience and discipline.

We're only going to look at one stock in his portfolio, but it's a good example of what can happen when you buy a high - quality dividend growth stock on sale... hold it... and reinvest your dividends along the way.

The portfolio will eventually achieve equilibrium pricing after a market drop since the majority of my holdings are high quality; and the continuous contributions at lower market prices will aid in reducing the cost basis even further.

P: Well, the long dated GSE debt that we bought when it was under stress was a hit, and the higher quality portfolio that you requested is holding up better than many of the other subsidiaries.

This procedure ensures that the value and growth portfolios, which each hold 150 stocks, contain stocks of similar average quality.

Both of these accrue to the benefit of high quality bonds, and owners will receive a windfall from their bond holdings in a depression, which can mitigate losses suffered elsewhere in the portfolio.

It is the only company in the hospitality sector to hold such assets of quality within a wide - ranging portfolio — from leisure resorts and business hotels to those in religiously significant locations of Makkah and Madinah Al Munawarra.

The starting point for the development of any asset - specific capital investment strategy begins with understanding the fund's targeted asset type, age, quality, return expectation, hold period, cost of capital, finance availability, capital reserve requirements / limitations, portfolio management approach and exit strategy.

Whether your intentions are to simply buy and hold a rental property, in order to collect rent from the tenants; or to do this on top of adding more value and substance to your portfolio, Rental Property Investment Loans are the wise choice for seasoned investors, as well as those just beginning to expand their knowledge, income and reputation.Glassridge is one of the leading Capital Groups in the country, which is why we are able to provide our clients with fast, reliable and quality services, such as our Rental Property Investment Loans.

They intend to build high quality portfolios of homes and hold them indefinitely.