RBC Target 2020 Education Fund
... Please read the prospectus or Fund Facts document before investing. Except as otherwise noted, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distri ...
... Please read the prospectus or Fund Facts document before investing. Except as otherwise noted, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distri ...
columbia us treasury index fund
... Performance data shown represents past performance and is not a guarantee of future results. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than th ...
... Performance data shown represents past performance and is not a guarantee of future results. The investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than th ...
Exploiting Inefficiencies Across Asset Classes, Globally
... The second layer of inefficiencies is mispricing between asset classes. At any given time say US Equities may be richly priced while alternatively relative value may exist in say Emerging Markets Debt. The extent of these relative value opportunities between asset classes may be considerable as asse ...
... The second layer of inefficiencies is mispricing between asset classes. At any given time say US Equities may be richly priced while alternatively relative value may exist in say Emerging Markets Debt. The extent of these relative value opportunities between asset classes may be considerable as asse ...
The Loanable Funds Market
... 4) How perception of a corporation’s future profitability affects the demand for a stock and therefore its stock’s price The Components of Financial Intermediaries (i.e. Banks and Mutual Funds) U.S. Banks are corporate entities (lending / depository institutions) that, in the eyes of the law, have a ...
... 4) How perception of a corporation’s future profitability affects the demand for a stock and therefore its stock’s price The Components of Financial Intermediaries (i.e. Banks and Mutual Funds) U.S. Banks are corporate entities (lending / depository institutions) that, in the eyes of the law, have a ...
Franklin Quotential Balanced Income Portfolio Series A
... Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and rei ...
... Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and rei ...
understanding stable value - Galliard Capital Management
... The types of securities typically utilized in the underlying tier include, but are not limited to, U.S. Treasury Securities, U.S. Agency Securities, asset backed securities, certificates of deposits, corporate bonds, mortgage backed securities and cash equivalents such as money market instruments. A ...
... The types of securities typically utilized in the underlying tier include, but are not limited to, U.S. Treasury Securities, U.S. Agency Securities, asset backed securities, certificates of deposits, corporate bonds, mortgage backed securities and cash equivalents such as money market instruments. A ...
New firm brings KKR funds to smaller Canadian investors
... in KKR's asset classes, such as private equity, energy, infrastructure and real estate, through a Canadian domiciled fund. Until recent years, global infrastructure and private equity investments were primarily restricted to large institutions, such as pension funds and sovereign wealth funds. But t ...
... in KKR's asset classes, such as private equity, energy, infrastructure and real estate, through a Canadian domiciled fund. Until recent years, global infrastructure and private equity investments were primarily restricted to large institutions, such as pension funds and sovereign wealth funds. But t ...
- Investment Management Association of
... the MOFE. It is expected that qualifying exams will be conducted very frequent this year to meet the expected high initial demand, but they will be conducted less frequently from next year. Previously, sales persons needed to take and complete a sales training course of only 30 hours. ...
... the MOFE. It is expected that qualifying exams will be conducted very frequent this year to meet the expected high initial demand, but they will be conducted less frequently from next year. Previously, sales persons needed to take and complete a sales training course of only 30 hours. ...
Mercer Low Volatility Equity Fund M3 GBP
... The investment objective of the Fund is to seek long-term growth of capital and income. The Fund will primarily invest in a diversified range of global shares and equity interests, either directly, or it can invest up to 100% of its assets in other funds ('Underlying Funds') which are consistent wit ...
... The investment objective of the Fund is to seek long-term growth of capital and income. The Fund will primarily invest in a diversified range of global shares and equity interests, either directly, or it can invest up to 100% of its assets in other funds ('Underlying Funds') which are consistent wit ...
Putnam New Flag Euro High Yield Fund
... recent returns may be less or more than those shown. Investment return and principal value will fluctuate, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions at net asset value (NAV), and reflects fund operating expenses, such as management ...
... recent returns may be less or more than those shown. Investment return and principal value will fluctuate, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions at net asset value (NAV), and reflects fund operating expenses, such as management ...
What are Stocks?
... These stocks are issued by companies whose earnings tend to move inversely to the broader economy and may actually ...
... These stocks are issued by companies whose earnings tend to move inversely to the broader economy and may actually ...
foundation market-based investment funds
... Interest is posted to our clients’ accounts as of the last day of each month. Short-term Income Fund-this investment fund can provide a safe and conservative investment for your money. The fund invests in only U.S. Treasury obligations and/or jumbo certificates of deposit insured by the FDIC, with m ...
... Interest is posted to our clients’ accounts as of the last day of each month. Short-term Income Fund-this investment fund can provide a safe and conservative investment for your money. The fund invests in only U.S. Treasury obligations and/or jumbo certificates of deposit insured by the FDIC, with m ...
Quick Summary of SDBA Commissions and Fees
... 2HFS may receive servicing fees from money market funds and mutual fund companies in addition to the clearing and execution fees charged to you. Please refer to the HFS Plan Participant Agreement for additional details. Mutual funds are offered by a prospectus only. Investors should consider careful ...
... 2HFS may receive servicing fees from money market funds and mutual fund companies in addition to the clearing and execution fees charged to you. Please refer to the HFS Plan Participant Agreement for additional details. Mutual funds are offered by a prospectus only. Investors should consider careful ...
CP World History (Unit 7, #2)
... provides the leadership for the System. ____________________ ____________________ Federal Reserve Banks and their branch offices carry out many of the System’s day-to-day activities. B. Organization of Federal Reserve C. Board of Governors 1. Directs operations of the _____________ 2. Establishes po ...
... provides the leadership for the System. ____________________ ____________________ Federal Reserve Banks and their branch offices carry out many of the System’s day-to-day activities. B. Organization of Federal Reserve C. Board of Governors 1. Directs operations of the _____________ 2. Establishes po ...
Fundamentals of Investing Chapter Fifteen
... who buy shares of a company’s stock. • Stockholders are owners and share in the success of the company. • A corporation is not required to repay the money obtained from the sale of stock. • They are under no legal obligation to pay dividends to stockholders. They may instead retain all or part of ea ...
... who buy shares of a company’s stock. • Stockholders are owners and share in the success of the company. • A corporation is not required to repay the money obtained from the sale of stock. • They are under no legal obligation to pay dividends to stockholders. They may instead retain all or part of ea ...
North Carolina Large Cap Value Fund
... recordkeeping and communications fee that is not reflected in performance. Due to rounding, the Total Estimated Expense may appear overestimated even though it is not. Prior to 1/1/2016, your Plan invested in units of an insurance company separate account established on 3/6/2009. The North Carolina ...
... recordkeeping and communications fee that is not reflected in performance. Due to rounding, the Total Estimated Expense may appear overestimated even though it is not. Prior to 1/1/2016, your Plan invested in units of an insurance company separate account established on 3/6/2009. The North Carolina ...
Week12.1 Asset Allocation - B-K
... – Think of the person on the other side of a trade as an evil genius. They’re probably not evil, but they are very smart. ...
... – Think of the person on the other side of a trade as an evil genius. They’re probably not evil, but they are very smart. ...
A Dynamic Blend of Global Stocks and Bonds
... Investments at (800) DIAL BEN/342-5236 or visit franklintempleton.com. 5. Class A total returns have been restated to reflect the current, maximum 5.75% initial sales charge. Prior to 7/1/11, Class A shares were offered at a lower initial sales charge; thus actual returns may differ. The fund offers ...
... Investments at (800) DIAL BEN/342-5236 or visit franklintempleton.com. 5. Class A total returns have been restated to reflect the current, maximum 5.75% initial sales charge. Prior to 7/1/11, Class A shares were offered at a lower initial sales charge; thus actual returns may differ. The fund offers ...
Templeton BRIC Corporate Class Series A
... Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and rei ...
... Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and rei ...
Richmond ETF update
... The ETF attributes section on the first page contains a number of metrics that professional investors use to value individual securities against a market or index average. These metrics can also be used to value and compare funds to the market by taking the average of all the securities held in the ...
... The ETF attributes section on the first page contains a number of metrics that professional investors use to value individual securities against a market or index average. These metrics can also be used to value and compare funds to the market by taking the average of all the securities held in the ...
Don`t Expect These ETFs to Spark a Price War
... constituents according to their social and environmental ratings, rather than their market caps. Even if these new funds provided some head-to-head competition, they would not be the cheapest SRI index funds. PowerShares' July filing didn't include an expense ratio but says it plans to collect a 2% ...
... constituents according to their social and environmental ratings, rather than their market caps. Even if these new funds provided some head-to-head competition, they would not be the cheapest SRI index funds. PowerShares' July filing didn't include an expense ratio but says it plans to collect a 2% ...
Global Equity Income Fund (Unhedged)
... Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626 (“Ironbark”), is the issuer of units in the Threadneedle Global Equity Income Fund (Unhedged) ARSN 161 086 497 ('the Fund'). Ironbark is the responsible entity of the Fund and has selected Threadneedle International Lim ...
... Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626 (“Ironbark”), is the issuer of units in the Threadneedle Global Equity Income Fund (Unhedged) ARSN 161 086 497 ('the Fund'). Ironbark is the responsible entity of the Fund and has selected Threadneedle International Lim ...
Sales Aid
... report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Luxembourg) S.A. The Company is a Luxembourg-registered UCITS recognised in the UK under Section 264 of the Financial Services and Markets Act 2000. There will be no right to cancel any agree ...
... report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Luxembourg) S.A. The Company is a Luxembourg-registered UCITS recognised in the UK under Section 264 of the Financial Services and Markets Act 2000. There will be no right to cancel any agree ...
MBS Total Return Fund
... Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower-rated and non-rated securities present a greater risk of loss to pr ...
... Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower-rated and non-rated securities present a greater risk of loss to pr ...