Sentences with phrase «total asset mix»

Not exact matches

While I have no problem with going all - index — a total U.S. stock market fund for broad domestic stock exposure, a total U.S. bond market fund for your bond stake and a total international fund if you want to include foreign shares in your asset mix — I don't contend you would be totally undermining your investing efforts if you throw in the occasional actively managed fund, provided it has low expenses.

I explain fees this way: if you have $ 100k of assets with me in mutual funds you pay a fee from those assets that will total between $ 500 and $ 1000 depending on the asset mix, my dealer gets 34 % and I am paid the rest.

Because of the company's sourcing - and - distribution business model, Cardinal Health's liability mix has a tremendous weighting towards accounts payable — 45 % of the company's total assets at the end of the most recent reporting period.

This asset mix may be appropriate for investors with a significant tolerance for fluctuations in market value, and who seek to emphasize dividend and interest income (in addition to capital appreciation) as a component of total return.

This asset mix may be appropriate for investors with a moderate tolerance for fluctuations in market value, and who seek to emphasize dividend and interest income (versus capital appreciation) as a component of total return.

It might be relatively easy to see what your allocation is for each account — by looking at your statement or checking your accounts online — but you'll need to get a picture of your total retirement savings in order to know whether you have an appropriate asset mix overall.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

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.

Below, I have created a hypothetical asset mix that a moderate growth investor might employ: 30 % iShares S&P 500 (IVV) 25 % Vanguard Total Bond (BND) 12.5 % iShares MSCI EAFE (EFA) 7.5 % SPDR S&P Mid-Cap 400 (MDY) 5 % SPDR High Yield (JNK) 5 % Vanguard Short - Term Bond (BSV) 5 % Vanguard Emerging Markets (VWO) 5 % iShares Russell 2000 Small Cap (IWM) 2.5 % Vanguard REIT (VNQ) 2.5 % iShares TIPS...

The real estate transaction, which took place for a total value of approximately $ 70 million, allowed the transfer of an asset with relevant strategic and historical value, such as the Garage Traversi, to a qualified operator, that will carry on the developing process already begun by the bank, in order to define a transformation plan that will repose the asset on the market with a mixed - use destination.

In September, VinaLand Limited, the real estate investment fund by Vietnam - based asset manager VinaCapital, transferred their stake in VinaSquare, a mixed use 3.1 - hectare development site, in a prime District 5 location in Ho Chi Minh City, which they had acquired around a decade ago, to Tri Duc Real Estate for a total consideration of US$ 41.2 million.