Mutual Fund Sourcebook
Boston Company Short - Term Bond 2 ETS 6 6 ים PERFORMANCE SUMMARY 12/31/92 R2 STD DEVIATION 0.59 PERCENTILE RANK OBJ 92 83 ADVISOR Boston Advisors DISTRIBUTOR TBC Funds Distributor TRANSFER AGENT Shareholder Services Group OBJECTIVE ...
SEC Docket
... Funds and the ETS . Applicants state that , while not intended as a substitute for a Prospec- tus , the Product ... mutual fund . The Prospectus will prominently disclose that ETS are not individually redeemable shares and will ...
How to Create and Manage a Mutual Fund or Exchange-Traded Fund
... Mutual funds must deliver a prospectus to each individual investor . This may require the printing of and postage ... ( ETS ) , or Exchange - Traded Commodities ( ETC ) , these products register under the 33 Act instead of the 40 Act ...
Mutual Funds Update
... ets , much less retirement . Clearly , Susan Selector and Timothy Timer can't really make such good calls over time . The likelihood of choos- ing the correct sector every year since 1983 is close to impossible . And , given the ...
Donoghue's Mutual Funds Almanac
2. Why Invest in Mutual Funds ? 3. No - Load , Low - Load and Load. Mutual funds provide the individual ... ets weigh many factors when determining the price of any given security - the situation of the issuing company , its ...
Mutual Funds Guide
Continuing Guidance on Federal and State Controls Governing the Operation of Mutual Funds and Investment ... funds . In summary , it is the staff's view ... ets have been used to signify , respectively , additions to and deletions ...
The Investment Dealers' Digest
... ets as investment adviser and un- derwriter for Moody's Capital Fund and Moody's Fund . Firms & People In The News The election of Joseph A. Leadem as a vice president of National Se- curities & Research Corp. has been announced by ...
Standard & Poor's/Lipper Mutual Fund Profiles
... Funds Avg . 15.51 11.02 10.57 1.32 4 0 + Investment Policy : The Fund seeks long - term capital growth by investing in stocks of issuers that are located in the major international financial markets , including ets , including Europe ...
All about Mutual Funds
... ets for the past 20 years had instead systematically invested the same amount of money in stock mutual funds that tracked the Standard & Poor's Index , he or she would have a nest egg of $ 56,550 as of June 28 , 2000. This would be ...
Mutual Funds For Dummies?
... funds have better fund managers . " Bunk ! Five out of five objective studies that I've seen show that paying a load does not get you a better fund manager . Remember , loads wind up in the pock- ets of the selling brokers and don't go ...
Find the Right Mutual Funds
The Morningstar Investment Coach: Finding the Right Funds allows readers to take their first steps in the world of mutual funds with confidence. Filled with informative topics such as how to purchase a fund and how to find a fund's total return, as...
ICI Trends in Mutual Fund Activity
Investment Company Institute (U.S.). Research Department. 170 A Second ETS YS THE MONTHLY STATISTICS OF MUTUAL FUNDS FUNDS INVESTING IN OTHER MUTUAL.
Directory of Pension Funds and Their Investment Managers
... Funds & Investment Committee ch Katherine N. Pendergast , Vice President - Human 03 Principal Global ... ets are in Thousands 729 Cash & Short - Term EE Loans Mutual Funds Synthetic • Also Custodian PART I : TAX - EXEMPT FUNDS Boston.
The Economist
d . raising ne silver absorb king a tota ied forwa ETS . a band ankers ... FUNDS at 31st DEC . , 1903 , .c . £ 16,900,000 . REVENUE for the YEAR 1903 ... MUTUAL LIFE OFFICE . ALL POLICIES taken out prior to 1857 have been DOUBLED ...
Morningstar Mutual Fund 500
... Fund Worst 3 - Month Period ( 1995-1999 ) -16.25 Total U.S. $ Exp : 1 Hedging History : Rare Special Securities 06-30-99 % of assets ets Sector % of Rel 5 - Year Weightings Stocks Cat High Low Restricted / Illiquid Secs 0 Utilities 1.0 ...
Moody's Manual of Investments, American and Foreign; Banks, Insurance Companies, Investment Trusts, Real Estate, Finance and Credit Companies
... E. T. S. Lord , Chairman ; F. D. Brewer , Pres .; C. L. Doe , Vice - Pres ... mutual bank ; no capital stock . Liabilities : Capital stock 500 500 Capital ... funds Bk . val . per sh .... 6,291 $ 197.90 Capital Stock : Authorized ...
The Dow Jones-Irwin Guide to Mutual Funds
... funds . These funds combine the features of a municipal bond fund and a money market fund . Municipal bond funds provide income which is free from federal income tax , a feature which appeals to investors in high income tax brack- ets ...
Report of the Superintendent of Insurance of the Dominion of Canada for the Year Ended 31st December ...
... ets . Canadian Mutual Life 4,929 00 4,430 68 1,078 00 62,418 37 1,212 35 ... Fund 28,272 75 38,212 25 . 4,317 00 146,009 43 3,261 34 220,072 77 ... Fund ..... Massachusetts Benefit Association Totals .. 24,500 00 133,650 00 ...