
ab global high yield portfolio
... risk, structured investments risk, fixed income securities risk, lower-rated and unrated instruments risk, sovereign debt obligations risk and corporate debt obligations risk. These and other risks are described in the Fund’s prospectus. Prospective investors should read the prospectus carefully and ...
... risk, structured investments risk, fixed income securities risk, lower-rated and unrated instruments risk, sovereign debt obligations risk and corporate debt obligations risk. These and other risks are described in the Fund’s prospectus. Prospective investors should read the prospectus carefully and ...
Mutual Funds - Iowa State University Extension and Outreach
... this comes annual management fees,” Swanson adds. In addition there may be other fees. “Avoid load funds that either charge an up-front sales fee or a redemption fee when you redeem your shares within a certain number of years. Also avoid funds that charge 12b-1 marketing fees.” ...
... this comes annual management fees,” Swanson adds. In addition there may be other fees. “Avoid load funds that either charge an up-front sales fee or a redemption fee when you redeem your shares within a certain number of years. Also avoid funds that charge 12b-1 marketing fees.” ...
movement research note
... two is a recent phenomenon. There have been periods in the past where both stocks and bonds rise and fall together. This type of environment wreaks havoc on people who construct static stock/bond portfolios. They think they’ve achieved diversification. In reality, they have a portfolio that’s acting ...
... two is a recent phenomenon. There have been periods in the past where both stocks and bonds rise and fall together. This type of environment wreaks havoc on people who construct static stock/bond portfolios. They think they’ve achieved diversification. In reality, they have a portfolio that’s acting ...
International Bond - American Century Investments
... the fund will decline. The opposite is true when interest rates decline. The fund is classified as nondiversified. Because it is non-diversified, it may hold large positions in a small number of securities. To the extent it maintains such positions; a price change in any one of those securities may ...
... the fund will decline. The opposite is true when interest rates decline. The fund is classified as nondiversified. Because it is non-diversified, it may hold large positions in a small number of securities. To the extent it maintains such positions; a price change in any one of those securities may ...
High Return on Investment - Center for High Impact Philanthropy
... return of some kind, in addition to the original amount allocated. The return on investment, or ROI, is a common performance measure used to evaluate and compare the efficiency of financial investments. Early childhood programs cost money, of course, but studies show that the benefits associated wit ...
... return of some kind, in addition to the original amount allocated. The return on investment, or ROI, is a common performance measure used to evaluate and compare the efficiency of financial investments. Early childhood programs cost money, of course, but studies show that the benefits associated wit ...
Lecture Presentation to accompany Investment Analysis
... Uncertainty caused by the use of debt financing. Borrowing requires fixed payments which must be paid ahead of payments to stockholders. The use of debt increases uncertainty of stockholder income and causes an increase in the stock’s risk premium. ...
... Uncertainty caused by the use of debt financing. Borrowing requires fixed payments which must be paid ahead of payments to stockholders. The use of debt increases uncertainty of stockholder income and causes an increase in the stock’s risk premium. ...
Morningstar® Investor Return™ Methodology
... highest net assets for the year at $6.2 billion then hit its lowest monthly return of -15.32% the following month. Investors who purchased this fund in August did not have the same experience as those who purchased the fund in January. An individual who bought the fund in January, held the fund unti ...
... highest net assets for the year at $6.2 billion then hit its lowest monthly return of -15.32% the following month. Investors who purchased this fund in August did not have the same experience as those who purchased the fund in January. An individual who bought the fund in January, held the fund unti ...
9.220 — CORPORATION FINANCE
... The augmented expectations theory of the term structure combines the pure expectations and liquidity preference theories (and is sometimes also referred to as the Liquidity-Preference Theory). It states that longer term loans have a liquidity premium built into their interest rates and thus calculat ...
... The augmented expectations theory of the term structure combines the pure expectations and liquidity preference theories (and is sometimes also referred to as the Liquidity-Preference Theory). It states that longer term loans have a liquidity premium built into their interest rates and thus calculat ...
McGraw-Hill/Irwin
... • There is no universally agreed-upon definition of risk. • The measures of risk that we discuss are variance and standard deviation. – The standard deviation is the standard statistical measure of the spread of a sample, and it will be the measure we use most of this time. – Its interpretation is f ...
... • There is no universally agreed-upon definition of risk. • The measures of risk that we discuss are variance and standard deviation. – The standard deviation is the standard statistical measure of the spread of a sample, and it will be the measure we use most of this time. – Its interpretation is f ...
Interest Rate Swaps
... How is a Member's principal position in an interest rate swap margined? Inventory margin is required on both the floating rate and fixed rate payments for any principal position in an interest rate swap. The applicable margin rate is the rate that would apply to securities prescribed in IDA Regulati ...
... How is a Member's principal position in an interest rate swap margined? Inventory margin is required on both the floating rate and fixed rate payments for any principal position in an interest rate swap. The applicable margin rate is the rate that would apply to securities prescribed in IDA Regulati ...
International Fixed Interest Fund
... The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund's assets goes up and down. A higher risk generally means higher potential returns over time, but more ups and downs along the way. To help you clarify your own attitude to risk, you can seek fina ...
... The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund's assets goes up and down. A higher risk generally means higher potential returns over time, but more ups and downs along the way. To help you clarify your own attitude to risk, you can seek fina ...