March`s market momentum fades in April The domestic equity
... Investing involves risk, and investors may incur a profit or a loss. All expressions of opinion reflect the judgment of the Research Department of Raymond James & Associates, Inc. and are subject to change. Past performance is not an indication of future results and there is no assurance that any of ...
... Investing involves risk, and investors may incur a profit or a loss. All expressions of opinion reflect the judgment of the Research Department of Raymond James & Associates, Inc. and are subject to change. Past performance is not an indication of future results and there is no assurance that any of ...
Carl Mahler`s Market Commentary
... * Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features. * The Standard & Poor ...
... * Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features. * The Standard & Poor ...
27four Asset Select Fund of Funds
... Bank target band by year end. Reserve Bank activity is therefore likely to remain muted given the added complication of subdued economic growth. Offshore equities continue to offer the best relative opportunity within financial markets given current valuations as well as historically significant cor ...
... Bank target band by year end. Reserve Bank activity is therefore likely to remain muted given the added complication of subdued economic growth. Offshore equities continue to offer the best relative opportunity within financial markets given current valuations as well as historically significant cor ...
Client_Letter_Market_Watch_Oct_2016
... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance refere ...
... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance refere ...
Downlaod File
... This mutual fund is targeting the small cap companies of around 150-190 selected company where they mutual fund invest the money into these company stock with above average growth potential .And these companies had been spread all around the world with most growing economies. And these companies bel ...
... This mutual fund is targeting the small cap companies of around 150-190 selected company where they mutual fund invest the money into these company stock with above average growth potential .And these companies had been spread all around the world with most growing economies. And these companies bel ...
WisdomTree United Kingdom Hedged Equity Fund
... Performance of less than one year is cumulative. You cannot invest directly in an index. Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor ...
... Performance of less than one year is cumulative. You cannot invest directly in an index. Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor ...
Mutual Funds May 2012
... Mutual Fund Fees ALL funds charge management fees % of fund assets (~.10 - 2.0%) ...
... Mutual Fund Fees ALL funds charge management fees % of fund assets (~.10 - 2.0%) ...
Global Real Estate Equity Index Fund
... This document should not be taken as an invitation to deal in Legal & General investments or any of the stated stock markets. Legal & General Assurance (Pensions Management) Limited ("PMC") is a life insurance company and manages this investment using a policy notional divided into a number of PF se ...
... This document should not be taken as an invitation to deal in Legal & General investments or any of the stated stock markets. Legal & General Assurance (Pensions Management) Limited ("PMC") is a life insurance company and manages this investment using a policy notional divided into a number of PF se ...
Domestic equity performance was surprisingly strong in the first
... Past performance is no guarantee of future results. Indexes are unmanaged and cannot be invested into directly. For example, international investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. High yield/junk bonds are not ...
... Past performance is no guarantee of future results. Indexes are unmanaged and cannot be invested into directly. For example, international investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. High yield/junk bonds are not ...
Securities Markets
... defined group of stocks over a period of time Do not include dividends and therefore generally understate total returns However, price changes are primary way to describe the performance of equity markets ...
... defined group of stocks over a period of time Do not include dividends and therefore generally understate total returns However, price changes are primary way to describe the performance of equity markets ...
The KonLin Letter page 6.pmd
... MUTUAL FUNDS saw $6.8 bil. pour into FUNDS during the first 3-wks. of ’13 after an exodus of $287 bil. from the start of ’09 to the end of ’12. Look at the shaded area of last month’s long-term monthly charts after failing at 14000 in ’07, the DJIA is punching up through longterm overhead resistance ...
... MUTUAL FUNDS saw $6.8 bil. pour into FUNDS during the first 3-wks. of ’13 after an exodus of $287 bil. from the start of ’09 to the end of ’12. Look at the shaded area of last month’s long-term monthly charts after failing at 14000 in ’07, the DJIA is punching up through longterm overhead resistance ...
Past performance does not guarantee future results.
... An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Funds’ prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Plea ...
... An investor should consider the Funds’ investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Funds’ prospectus. To obtain a prospectus, please call 800-432-7856 or visit heartlandadvisors.com. Plea ...
Download attachment
... But countries with no exchange controls showed “huge” home bias in the allocation of their assets, with only 25%-35% of their portfolios invested offshore, so the question was whether exchange controls played any role at all in the decision to invest offshore, said Totaram. Much of the evidence, tak ...
... But countries with no exchange controls showed “huge” home bias in the allocation of their assets, with only 25%-35% of their portfolios invested offshore, so the question was whether exchange controls played any role at all in the decision to invest offshore, said Totaram. Much of the evidence, tak ...
Markets recover from crises
... Historical references do not assume that any prior market behavior will be duplicated. Past performance does not indicate future results. There are risks associated with mutual fund investing including the possibility that share prices will decline. Since investment return and principal value will f ...
... Historical references do not assume that any prior market behavior will be duplicated. Past performance does not indicate future results. There are risks associated with mutual fund investing including the possibility that share prices will decline. Since investment return and principal value will f ...
IND001E Life Saver - Annual Premium Adjustment
... Amounts invested in La Capitale investment accounts are not guaranteed, except in the event of the death of the contractholder. Any returns generated by these accounts are tied to the performance of a market index or underlying fund, less any applicable management fees. The value of the market index ...
... Amounts invested in La Capitale investment accounts are not guaranteed, except in the event of the death of the contractholder. Any returns generated by these accounts are tied to the performance of a market index or underlying fund, less any applicable management fees. The value of the market index ...
Climate Change
... A longer growing season An increase in heavy rainfall events Earlier breakup of winter ice on lakes and ...
... A longer growing season An increase in heavy rainfall events Earlier breakup of winter ice on lakes and ...
November 2006 - Samuel Terry
... We were also hurt by a 10% fall in a distressed debt security. The debt trades at about 60% of face value, and yields over 30% p.a. Although there are risks, the borrower has a good business and enough assets that there is a good chance that we will be repaid. Accordingly, the Fund lifted its weight ...
... We were also hurt by a 10% fall in a distressed debt security. The debt trades at about 60% of face value, and yields over 30% p.a. Although there are risks, the borrower has a good business and enough assets that there is a good chance that we will be repaid. Accordingly, the Fund lifted its weight ...
WisdomTree LargeCap Dividend Fund
... The Global Industry Classification Standard (“GICS”) was developed by and is the exclusive property and a service mark of MSCI Inc. (“MSCI”) and Standard & Poor’s (“S&P”), a division of The McGraw-Hill Companies, Inc. and is licensed for use by WisdomTree Investments, Inc. Neither MSCI, S&P nor any ...
... The Global Industry Classification Standard (“GICS”) was developed by and is the exclusive property and a service mark of MSCI Inc. (“MSCI”) and Standard & Poor’s (“S&P”), a division of The McGraw-Hill Companies, Inc. and is licensed for use by WisdomTree Investments, Inc. Neither MSCI, S&P nor any ...
US High Yield Fund
... The Fund seeks both high current income and capital appreciation by investing in a diversified portfolio of high-yield bonds from U.S. corporate issuers. The Philosophy The Fund is managed according to a disciplined philosophy, which emphasizes diversification and extensive proprietary and public cr ...
... The Fund seeks both high current income and capital appreciation by investing in a diversified portfolio of high-yield bonds from U.S. corporate issuers. The Philosophy The Fund is managed according to a disciplined philosophy, which emphasizes diversification and extensive proprietary and public cr ...
Mini Lecture 8
... paid a fee to continually analyze individual assets and adjust the composition of the fund with lots of buying and selling of individual assets. These management fees can be quite high and are paid out of the fund itself. Managed funds are an example of the active approach to saving for retirement. ...
... paid a fee to continually analyze individual assets and adjust the composition of the fund with lots of buying and selling of individual assets. These management fees can be quite high and are paid out of the fund itself. Managed funds are an example of the active approach to saving for retirement. ...
No Slide Title - Oklahoma Municipal Retirement Fund
... The Bond Index Fund is comprised of fixed income securities which replicate the Lehman Aggregate Bond Index. The purpose of this fund is to generally mirror the performance of the Lehman Brothers Aggregate Index with minimal tracking error. A stratified sampling approach is used to create a represen ...
... The Bond Index Fund is comprised of fixed income securities which replicate the Lehman Aggregate Bond Index. The purpose of this fund is to generally mirror the performance of the Lehman Brothers Aggregate Index with minimal tracking error. A stratified sampling approach is used to create a represen ...