Higfx fund fact sheet
Web30 de dez. de 2024 · This All-Weather, short duration Fund provides sweeping exposure to fixed-income markets, offering investors a core holding that may complement traditional …
Higfx fund fact sheet
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WebThe fund's investment objective is to provide you, over the long term, with a high level of total return consistent with prudent investment management. Total return comprises the … WebWhy use Xtensio to create a Fact Sheet? The Fact Sheet template is not set in stone. Like other Xtensio tools, it can and should be repurposed, revisited, and revised to suit your evolving needs. You can always add, delete, and move your modules and sections around with Xtensio’s versatile editor to adapt the fact sheet as you need it.
Web• To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Integration of … Web12 de abr. de 2024 · The fund will invest at least 80% of assets in securities that are: 1) issued by companies in developing countries; 2) …
Web31 de dez. de 2024 · The Fund’s high-yield bond holdings have historically produced higher income and lower correlation to interest-rate movements than higher-quality corporate bonds. In addition to high current income, the Fund offers the potential for capital appreciation. Historical Returns (%) as of Mar 31, 2024 http://pira.fgraphic.com/noauth/pdf/18402.pdf
WebFact Sheet. Ave Maria Mutual Funds are no-load and have no sales charges or commissions. They are available to investors through various types of investment accounts, including individual, joint, custodial and retirement accounts such as IRAs. Coverdell Education Savings Accounts are also available. Fund services include Automatic …
WebKEY FACTS Size of Fund (Millions) $18,207.1M Fund Launch Date 02/03/1989 Share Class Launch Date 02/03/1989 Morningstar Category Global Allocation Number of Issuers 1,229 Benchmark1 36% S&P 500, 24% FTSE World (ex.US), 24% ICE BofA/ML Cur 5-yr US Treasury, 16% FTSE Non-USD WGBI little caesars rewards sign inWebIt is calculated by dividing the fund's excess returns (the fund's average annual return for the period minus the 3-month "risk free" return rate) and dividing it by the standard deviation of the fund's returns. The higher the ratio, the better the fund's return per unit of risk. The three month "risk free" rate used is the 90-day Treasury Bill ... little caesars reynoldsburg ohioWeb12 de abr. de 2024 · Action : Factsheet. Axis All Seasons Debt Fund of Funds Direct Annual Reinvst of Inc Dis cum Cap Wdrl. Category : Fund of Funds. Latest NAV : 11.7208. NAV Date : Apr 10, 2024. little caesars prices and menuWebFact Sheet MFS ® Limited Maturity Fund Q4 2024 As of December 31, 2024 Objective Seeks total return with an emphasis on current income, but also considering capital … little caesars redeem gift cardWeb6 de abr. de 2024 · Invests at least 80% of its assets in investment grade bonds and maintains an average portfolio duration that is between 0-3 years. The Fund may invest … little caesars richmond heights ohioWebTotal return figures (for the fund and any index quoted) assume payment of fees and reinvestment of dividends (after the highest applicable foreign withholding tax) and … little caesars robert t longwayWebFund Inception Date 04-11-50 Management Company T. Rowe Price Associates, Inc. Telephone 800-638-5660 Web Site www.troweprice.com Issuer T. Rowe Price Category Description: Large Growth Large-growth portfolios invest primarily in big U.S. companies that are projected to grow faster than other large-cap stocks. little caesars river oaks texas