Sentences with phrase «total return assets»

Yet a bulk of the explosion in credit made its way into total return assets like stocks, junk bonds and real estate.

The ensuing price gains for total return assets formed the basis for a prodigious wealth effect.

Simulated index data is based on a combination of performance of widely used total return asset class - specific indexes and subjective judgement taking into account the current economic environment.

SoFi Indices: SoFi Wealth constructed the indices presented using a series of widely used total return asset class - specific indexes that follow a set of rules of ownership that are typically held constant regardless of market conditions and that are generally representative of holdings currently maintained in the SoFi Wealth model portfolios.

Not exact matches

Yields on the securities have climbed to their highest levels in six years, and total returns were negative 2.6 percent for the first two months of 2018, making for the worst start of a year for the asset class since 1981.

Finally, the ratio of net income to total assets is a strong indicator of whether the company is getting a favorable rate of return on assets.

A lot of academics have analyzed total market returns based on indices and done Monte Carlo simulations of portfolios with various asset allocations, and have come up with percentages that you can have reasonable statistical confidence of being safe.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

Cash Flow Return on Invested Capital (CFROIC) is defined as consolidated cash flow from operating activities minus capital expenditures, the difference of which is divided by the difference between total assets and non-interest bearing current liabilities.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

The Barclay 3 - Year Municipal Bond Index is a total return benchmark designed for long - term municipal assets.

Corporate taxes: corporate income tax returns, including total assets, credits and deductions, and tax liability for both domestic and foreign owned and controlled corporations.

The First Trust Preferred Securities & Income ETF (FPE) has surpassed the broad market strategy SPDR DoubleLine Total Return Tactical ETF (TOTL) in terms of assets to land the No. 1 spot in the segment.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

Already, he said, the Total Return mutual fund makes headlines when it makes asset allocation changes and shares that information on a monthly basis.

There is strong reason to expect the S&P 500 to underperform the 2.4 % total return available on Treasury debt over the coming decade, though both asset classes are so richly valued that substantial volatility and interim losses should be expected in both.

As I typically do, I clipped off a modest portion of our precious metals position in the Strategic Total Return Fund on strength last week, essentially bringing it back toward 20 % of assets after the appreciation in those shares.

In the seven months since its release, PIMCO Total Return ETF (BOND) has attracted $ 3 billion in assets, making it the fastest growing and largest actively managed ETF in the short history of the space.

All of these things lead me to believe that Brookfield Asset Management will continue it's record of delivering total returns that outpace the overall stock market, both in Canada and the United States.

Operating Earnings Yield (ttm): 7.2 (11/15 points) Net Income (ttm): $ 293 M Gross Profit (ttm): $ 868 M Total Assets: $ 3518 M Gross Profitability Ratio = Gross Profit / Total Assets: 25 % (8/18 points) Cash Return On Invested Capital (CROIC)(ttm): 12 % Return on Invested Capital (ROIC): 13 %

PIMCO Total Return Fund holds about $ 244 billion in assets spread across various share classes.

PIMCO plans to introduce an ETF clone of Total Return Fund, which holds over $ 250 billion in assets.

Total returns were muted for most fixed income asset classes thus far this year.

Bill Gross is hoping PIMCO Total Return ETF can someday grow to become the world's largest exchange traded fund by assets after it lists in March.

Pimco Total Return Fund holds over $ 240 billion in assets and is piloted by noted bond fund manager, Bill Gross.

If the ETF is able to closely track the return of Total Return Fund, it could be the first step in a migration of assets from traditional mutual funds toreturn of Total Return Fund, it could be the first step in a migration of assets from traditional mutual funds toReturn Fund, it could be the first step in a migration of assets from traditional mutual funds to ETFs.

The Strategic Total Return Fund currently carries a duration of about 2 years, primarily in U.S. Treasury securities, with just over 15 % of assets allocated to foreign currencies.

In addition to the Total Return Fund's positions in TIPS and short - dated Treasury securities, the Fund continues to hold about 30 % of assets in a diversified group of precious metals shares, utility shares, and foreign currencies.

The Strategic Total Return Fund currently has an overall duration slightly over 3 years, primarily in straight Treasuries, with a small 1 % exposure to precious metals shares and about 4 % of assets in utility shares.

Brookfield Real Assets Income (RA) is a closed end fund that seeks total return through investments in global convertible and non convertible securities and utilizing and option writing strategy.

That style, along with investors outflows and a weak performance by the flagship Pimco Total Return Fund, which Gross had built into the world's largest bond fund by assets, were also the subjects of much negative press in 2014.

Total Return's assets peaked at $ 293 billion in April 2013, but have since fallen to below $ 100 billion.

A basic calculation of alpha subtracts the total return of an investment from a comparable benchmark in its asset category.

That exposure now stands at less than 10 % of assets in the Strategic Total Return Fund.

Using daily levels of alternative gold assets and the S&P 500 Total Return Index as a reference asset during July 1987 through June 2010 (for bullion and gold mutual funds) and February 2005 through June 2010 (for all gold alternatives), they find that: Keep Reading

They consider equities (S&P 500 Index), bonds (Markit ITTR110), commodities (S&P GSCI Total Returns Index), currencies (U.S. Dollar Broad Index), gold (COMEX close) and S&P 500 implied volatility (VIX) as conventional asset classes.

My own evaluation of this is reflected in the fact that the majority of my personal assets are invested in the Strategic Growth Fund (nearly all the remainder, outside of a small amount in money market funds, is in the Strategic Total Return Fund).

In an attempt to cast light on this issue, my colleagues at Plexus Asset Management have updated a previous multi-year comparison of the price - earnings (PE) ratios of the S&P 500 Index (as a measure of stock valuations) and the forward real returns (considering total returns, i.e. capital movements plus dividends).

Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

It has been often researched and opined that the types of assets one invests in is more important for long - term total return than specific securities selected.

The Strategic Total Return Fund continues to carry a duration of just under 2 years, mostly in Treasury inflation protected securities, and about 20 % of assets in precious metals shares, for which the Market Climate continues to be favorable at present.

Major Asset Classes with Positive Total Returns US Reits — 2.62 % US Large Caps (SP500)-- 2.2 % Munis (3 yr)-- 1.16 % Emerging Market Bonds — 1.08 % US Bonds — 0.76 % Cash — 0.02 % Unfortunately, 2015 was not a great year for diversified portfolios.

As I noted in an earlier post (See Asset Class Returns for 2009), Canadian REITs were red - hot last year, posting a total return of 55.3 %.

The Strategic Total Return Fund has reduced its exposure to precious metals shares to about 8 % of assets, but is likely to increase rather than decrease this exposure on weakness in this group.

Overall, the Strategic Total Return Fund remains positioned primarily to benefit from downward pressure on real interest rates and the U.S. dollar, but our overall exposure to risk is relatively conservative in all of the asset classes we hold - TIPS, precious metals, utilities, U.S. agency notes, and foreign government securities.

The Strategic Total Return Fund moved the bulk of its assets from short - term Treasury securities to Treasury inflation protected securities as real yields on these securities surged well over 3 %.

A: Our model evaluates five indicators of shareholder wealth and business performance: total shareholder return, earnings per share growth, change in operating cash flow, return on equity and return on assets.

Any such returns of capital will decrease the fund's total assets and, therefore, could have the effect of increasing the fund's expense ratio.

The United States Commodity Index Fund (NYSEArca: USCI) is the next most popular, with $ 520 million in assets, followed by the GS Connect S&P GSCI Enhanced Commodity Total Return Strategy ETN (NYSEArca: GSC), with $ 260 million.