Sentences with phrase «relatively small asset»

To simplify its product offer, CAM is terminating several mutual fund classes with relatively small asset size and a limited number of unitholders.

My suspicion about the relatively small asset base is that this is a small cap fund, which if accepts too much money seases to be «small» so they close it at a certain level and start a new one under a different name but same management.

The board forthrightly attributed the closure to «recent Fund performance, the inability of the Fund to garner additional assets, the relatively small asset size of the Fund, recent significant shareholder redemptions, and other factors.»

Some early - stage companies might have a high valuation when you look at their relatively small asset and revenue base because they have the potential to grow very quickly or there are high margins in their business.

Not exact matches

Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.

Depending on the opportunity and asset class, Hedgewood is prepared to make relatively small investments as well as significant equity commitments in any one transaction.

Fred's, Inc. (NASDAQ: FRED), a relatively small discount retailer and full service pharmacy chain, attracted investor attention on December 20 when it agreed to buy hundreds of stores and certain assets from Walgreens Boots Alliance Inc (NASDAQ: WBA) and Rite Aid Corporation (NYSE: RAD) for $...

(That's still a relatively small piece of the overall investment asset pie — Vanguard alone has about $ 3 trillion in global assets under management — but it's not insignificant.)

While both of these issues are unfortunate, the relatively small amount of write - downs (less than 4 % of total assets) prior to 2012 suggests these were unusual one - time events rather than indicators of management failure.

Investors have traditionally hired brokers, mutual fund managers or portfolio managers to research and choose a relatively small number of favoured securities from each asset class for their portfolio.

That's a relatively small complaint when weighed against the movie's many assets.

However, Apple, whose total assets are claimed in 2015 to be about 290 billion USDs, and whose cash position is relatively small at roughly 11.4 billion USDs [page 22], appears to be heavily and increasingly invested in «paper cash equivalents and marketable securities» [see table 2].

It's a unique way to give access to people only looking to invest relatively small amounts into alternative assets, such as startups and real estate.

One of the lumpers» counter-arguments to slicing and dicing is that it is betting that small - cap and value stocks will outperform the total stock market in the future, and that most of the excess returns for the small - cap and value asset classes were generated during a few relatively short periods in the past.

However, because Dynamic Asset Allocation and Just - the - Basics utilize exchange - traded funds (ETFs), which are priced on a per - share basis, it's possible to use either of these strategies with a relatively small amount of money.

We like its reasonable fee and still relatively small (for D&C) assets under management.

For narrow ETF categories, or even country - specific products that have relatively small amounts of assets and are thinly traded, ETF liquidity could dry up in severe market conditions, so you may wish to steer clear of ETFs that track thinly traded markets or have very few underlying securities or small market caps in the respective index.

First, asset location is not a concern if all your savings are in tax - sheltered accounts, especially if your portfolio is relatively small.

After all, it's a capital light industry that is highly scalable; relatively small fixed overhead costs can be amortized over vast asset bases, resulting in some very fat margins and returns on shareholder capital as an asset manager's business expands.

Because of this reserve depletion, and COP's current (relatively small) market cap, I'll continue to value it on an asset basis.

For investors who convert traditional IRA assets to a Roth IRA and do not intend to take retirement withdrawals from the Roth IRA unless needed for late - in - life emergencies, a conversion provides the opportunity to turn a relatively small amount of savings into a surprisingly sizeable bequest to their heirs.

Editor's Note Editor's Note Last year may go down as the year that cryptocurrencies went from being a niche asset favored by a relatively small group of believers to a full, outright bubble.

As such, the asset purchases of a large working age generation drives the price of assets up; when this population ages, and the subsequent generation is relatively small, asset prices decline.

And, admittedly, leveraging into real estate (which is a relatively stable asset) is safer than leveraging into stocks or small businesses.

Although still a relatively small portion of overall ETF assets, at $ 360 billion as of June 2014, strategic beta ETFs garnered about $ 20 billion in net inflows year - to - date in 2014, according to the most recent data available from Morningstar.

This is because futures trading is highly leveraged, with a relatively small amount of money used to establish a position in assets having a much greater value.

As a result of its market cap weighting, this fund invests more of its assets into larger companies and relatively less into smaller companies.

Over time, small - cap stocks have provided exposure to a segment of the equity market that has offered faster growth, good risk - adjusted returns, and relatively low correlation with larger - cap stocks and other asset classes.

Note that while the balanced or mixed mutual fund category is relatively small and usually constitutes about 5 % of total mutual fund assets, this category consists mainly of bonds and stocks.

The Vanguard Emerging Markets Fund offers a relatively safe way to get some exposure to this asset class, with low fees and a diverse portfolio of more than 4,000 stocks, but it should be limited to a small portion of your well - diversified portfolio.

529 assets may have a relatively small effect on federal financial aid eligibility because they are considered assets of the parent (Participant) in the Expected Family Contribution (EFC).

Its great code and asset management features, combined with its relatively low price tag, makes it great for small teams and solo indie developers who have a decent amount of programming experience, and its accessibility and event and action based drag - and - drop system make it great for those with little or no programming experience.

Given the relatively small expense of an umbrella policy, there is likely no better investment you could make in protecting your assets and future earnings.

Due the large demand for skilled medical billing and coding personnel and a relatively small percentage of people with formal education in medical billing or coding, whatever education you receive will be an asset to you in your job search.

Becker: Our day - to - day info comes from our experience with 87 assets in highly urban areas with relatively affluent customers — a small microcosm.

Even in a relatively small, slow - growing area, you can find a fantastic investment because the asset is dominant in its region.