To work around the wash - sale rule, you can sell shares of one company's security and pick up
the same type of fund from a different company.
Not exact matches
These
types of funds or stocks are «for people who are looking to lower the volatility
of their allocation, while maintaining the
same amount
of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.
I chose the option where I
type in all my portfolio values and I get a recommendation
of different SPDR
funds / etfs that correlate positively (
same behavior) and correlate negatively (different behavior).
The Vanguard Small - Cap growth index
fund looks to wrap an index around companies that are
of a certain size and showing the
same type of growth.
Mutual
funds of the
same type may have widely varying fees.
At the
same time, according to the Electronic Transaction Association a significant number
of those that used this
type of financing liked the speed
of funding, ease
of application and the affordability
of total loan costs.
Mutual
funds allow multiple shareholders to form a group that can invest and trade the
same type of holdings while diversifying their risk.
Overall, though, the
funding for the school would remain above the -1.5 % MFG level if the number and
types of places remained the
same.
At the
same time, spending has spiked out
of a different nonprofit arm sharing the
same Manhattan address, the NYPIRG
Fund, a
type of apolitical, charitable nonprofit designated as a 501 (c) 3.
One expert on racial inequality, economist Samuel Myers
of the University
of Minnesota, Twin Cities, calls for the
same type of comprehensive analysis to be done for NSF; overall
funding rates for black scientists who apply for NSF grants are about 4 percentage points lower than for whites, according to the agency's own data since 2002.
Most
of the
funding went to companies that make the
same types of batteries that are already in large - scale manufacturing in Asia, where the most advanced electric vehicle components are made, Platshon says.
Several conclusions now can be drawn: (1) research grants are used to pay for indirect expenses by all science faculty researching in a laboratory, (2) many scholarly investigations by faculty not needing to work in a research laboratory have their indirect expenses paid by some internal budget at the
same institutions, (3) research grant awards for indirect expenses at some institutions exceed the amount given for direct expenses, and, (4) direct experience with paying for indirect expenses leads many Principal Investigators to have questions and suspicions that some
type of hidden purpose or scam might be going on with the current system for using research grant
funds to pay for indirect expenses.
While the study was
funded by the Egg Nutrition Center, senior researcher Maria Fernandez
of the University
of Connecticut said «other
types of protein could have the
same effect, including tuna, chicken, meat and steak.»
Mounting evidence suggests that districts commonly distribute different amounts
of funding, even when schools serve the
same types of students.
This case is different because a court has decided that it's not only unfair
funding statutes that can render a public education system unconstitutionally discriminatory and unjust: unfair education statutes
of other
types, including employment laws, can be overturned for the
same reason.
When enrollments are rising, however, the dilemma faced by state governments is even more difficult, as maintaining the
same level
of funding per student necessitates either raising taxes or reducing other
types of expenditures.
As UTCs are a practical way
of contributing to our economy, I believe that our students should have the
same access to
funding and going forward I will be championing the need to make all
types of education accessible to all, in particular how UTCs are an opportunity to level the playing field.
The Netherlands, which
funds 36 different
types of schools, does the
same.
This
type of analysis does not explain how much
of the
funding cut caused the increase in tuition any more than the
same approach would explain the effect
of student aid increases under the Bennett Hypothesis.
Hearing Bannon attack elites, including the
types of hedge
fund Democrats who
fund the charter school movement, in the
same way she would, was surreal.
Borrowers
of both
types of personal loans can gain access to
funds within the
same day
of the application.
Mutual
funds of the
same type may have widely varying fees.
The
same type of sampling is common in
funds based on cap - weighted indexes.
Domestic mutual
funds are taxed in the
same manner as all other
types of funds.
One
of the striking differences between the
Fund and «plain vanilla» asset managers is that TAVF does not focus on the
same criteria as those
types of asset managers in making buy, or not buy, decisions.
You can make the
same argument when it comes to owning mutual
funds or ETFs: by contributing, even in modest amounts, to the assets under management
of these
funds you are showing support for this
type of investment strategy, and you are strengthening that
fund.
Rolling over separate retirement accounts
of the
same type into one at FAM
Funds is an option you should consider.
Equal weight is a
type of weighting that gives the
same weight, or importance, to each stock in a portfolio or index
fund, and the smallest companies are given equal weight to the largest companies in an equal - weight index
fund or portfolio.
The
same Form 1099 - INT that shows the amount
of exempt interest you received from your mutual
fund should indicate how much interest
of this
type you received.
The Canada Revenue Agency says the
types of investments allowed in a TFSA are generally the
same as an Registered Retirement Savings Plan and include cash, mutual
funds, securities listed on a designated stock exchange, guaranteed investment certificates bonds and certain shares
of small business corporations.
If you have been investing in mutual
funds, you might have observed that there are two
types of plans
of the
same MF scheme are available now.
Also, members
of SMSFs do not have the
same level
of consumer protection as members
of most other
types of super
funds.
If you have online access to your mutual
fund account on its website, it will most likely have a tool called something like «Personal rate
of return» and this will provide you with the
same calculations without your having to
type in all the data by hand.
Through rollovers, individual taxpayers are allowed to withdraw
funds from their traditional or Roth IRAs without generating tax penalties, as long as the
funds were redeposited in the
same type of IRA within 60 days.
Gains and losses on bond transactions are reported the
same as with any other
type of security, such as stocks or mutual
funds, for the purposes
of capital gains.
Just as with traditional mutual
funds, there are many different
types of leveraged mutual
funds and they generally cover the
same types.
The
same can be true when investing in more than one
type of mutual
fund to complete a well - balanced investment portfolio.
The bad news is that there are plenty
of active
fund managers who are in effect value
types, who've also underperformed over the
same period.
It seems to be essentially the
same type of S&P benchmarked US stock
fund..
If you decided to forgo investing in stocks directly, and chose to only invest in index
funds, the
same type of research skills would be useful.
Your
fund's various investment options may contain the
same types of assets, but at different weightings, to suit the level
of risk you are comfortable with.
This arcane - sounding market is no small potatoes; it actually comprises several billions
of dollars» worth
of bets by aggressive hedge
funds — the
same type of big bettors who blew up so memorably earlier this year, Amaranth and Motherrock.
Most thoughtful security selection decisions are made within the
same asset class - in other words, deciding which stock, bond, or mutual
fund to purchase compared to others
of the
same type.
That something else is usually an index comprised
of most all securities
of the
same type (asset class, or the aggregate returns
of all similar mutual
funds in an asset class).
Mutual
funds come in three classes, A shares, B shares, and C shares — each one is essentially the
same portfolio
of securities, and the only difference between them is the
type of fees and expenses associated with them.
A fee is assessed for each
type of fiduciary account registered to the
same Social Security Number — not by
fund.
Because the
Fund may invest more than 25 %
of its total assets in municipal obligations issued by entities located in the
same state or the interest on which is paid solely from revenues
of similar projects, changes in economic, business or political conditions relating to a particular state or
types of projects may have a disproportionate impact on the
Fund.
With 87 percent
of the nation's 11,000 state judges having to face voters in some
type of election, the right's well -
funded assault on the courts could have a tremendous impact, not just on obvious issues such as abortion,
same - sex marriage, school vouchers, medical research, and school prayer, but on the way justice is delivered day by day.»
Due to the flexibility
of variable life, however, this
type of policy can allow policy holders to obtain a much higher rate
of return on invested
funds, while at the
same time getting the protection
of a guaranteed amount
of death benefit coverage.
The variable life insurance definition specifically indicates that this
type of policy combines the
same protection standard life insurance offers with the additional earning potential
of investment
funds.