Eaton vance mutual fund performance
[DOC File]Keynote Address - Jason Zweig
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In the 1980s, the S&P 500 returned 17.5% compounded annually. But Pioneer stock returned 30%; Eaton Vance stock returned 33%; and Dreyfus stock returned 42% compounded annually. No mutual fund in existence even came close.
www.ir.iac.com
Eaton Vance Oaktree Diversified Credit NextShares(11) ... All securities so listed are owned by the applicable Allianz Fund. Allianz disclaims beneficial ownership of such securities. John P. Calamos, Sr., President, Chairman, and Global CIO of the advisor, Calamos Advisors LLC is the natural person that exercises sole or shared voting or ...
Paul Hastings
Eaton Vance Atlanta Capital SMID-Cap EAASX 4% 5% 8% Metropolitan West Total Return Bond M MWTRX 30% 20% 0% ... Mutual Fund Sheets and Fund Performance Information (including Portfolio Models) are available online at. www.oaretirement.com. Retirement Plan Account Information
[DOC File]Microsoft Word - 2019.04.01 Participant Investment Change ...
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Nuveen Small Cap Value Fund A. ETHIX. Eaton Vance High Income Opportunities A. EENAX. Columbia Global Energy & Natural Res A. DEMAX. Delaware Emerging Markets A. CBLAX. Columbia Balanced A. AREEX. American Century Real Estate A. Ticker. Investment Name. 3 | P a g e. Investment options …
[DOC File]Some Finance Notes
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Fees and performance. There is a mutual fund for almost any market segment. Money market mutual funds are the safest and have a NAV = 1.00. ... In addition to the NFJ fund, other funds that met those criteria as of Monday's close include Eaton Vance Enhanced Equity Income, Eaton Vance Tax …
[DOC File]FDM 450 Examples
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mutual funds on the OGE Form 450. A diversified mutual fund is a mutual fund that does not have a stated policy of concentrating its investments in any industry, business, single country other than the United States, or bonds of a single state within the United States. Filers are still required to report . sector. mutual funds.
[DOC File]EUR
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Eaton Vance 49 So. Eastern / Longleaf 90 Prudential 59 The Hartford 48 Royce 79 MFS 59 John Hancock 47 American Funds 79 New York Life 58 Putnam 47 Harris Associates 77 US Bancorp 57 Dreyfus 45 PIMCO 76 Columbia Mgmt. 56 Strong 44 Vanguard 76 AllianceBernstein 55 Delaware 44 ... R. Wermers, 2000, Mutual Fund Performance: An Empirical ...
Energy Transfer
Exhibit 10.1. EXECUTION VERSION. AMENDMENT NO. 1 TO SENIOR SECURED TERM LOAN AGREEMENT. THIS AMENDMENT NO. 1 TO SENIOR SECURED TERM LOAN AGREEMENT (this “Amendment”) dated as of August 2, 2012 is among Energy Transfer Equity, L.P., a Delaware limited partnership (the “Borrower”), the Restricted Persons party hereto, the several banks and other financial institutions signatories hereto ...
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