Fidelity conservative mutual funds

    • [DOCX File]General Information - Wisconsin

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      Employees also have access to additional mutual fund choices through the WDC’s self-directed brokerage option. ... WDC investment options range from conservative money market and bond funds to more aggressive domestic mid and small cap equity funds and international equity funds. ... of coverage for SEC-required (17g-1) fidelity bonds, errors ...

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    • [DOC File]Results - Furman University

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      Chevalier, J. and G. Ellison, “Risk Taking by Mutual Funds as a Response to Incentives,” Journal of Political Economy, 105, 1997, 1167-1200. DelGuercio, D. and P. A. Tkac, “The Determinants of the Flow of Funds of Managed Portfolios: Mutual Funds vs. Pension Funds,” Journal of Financial and Quantitative Analysis, 37, 2002, 523-557.

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    • [DOC File]Pepperdine University Retirement Plan Committee Meeting 08 ...

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      Mutual Series is owned by, and is part of, the Franklin Fund Family. The Fidelity Spartan U. S. Equity Index Inv merged with the Fidelity Spartan 500 Index on 1/22/10. Upon the merger of these two funds, the fund will be renamed the Fidelity Spartan 500 Index Fund.

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    • [DOCX File]Hillsdale College

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      ” (1952); Irwin Friend et al., “ A Study of Mutual Funds, Prepared for the Securities and Exchange Commission by the Wharton School of Finance and Commerce ” (1962); Michael C. Jensen, “ The Performance of Mutual Funds in the Period 1945-1964 ” (1968); Burton C. Malkiel, “ Returns from Investing in Equity Mutual Funds 1971 to 1991

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    • [DOC File]Not All Index ETFs Are

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      These mutual funds ape a market benchmark such as the Standard & Poor's 500-stock index, and fees are the crucial determinant of which funds beat others over time. Fidelity Investments underscored the point with its announcement last week that it is shaving annual fees on several of its index funds to 0.10% of assets, among the lowest charges ...

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    • [DOC File]Report template - Duke University

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      (1000 shares) Mutual Funds Check ATM/ Online. Company Name Market Limit Offered writing Debit Card bill pmt. Charles Schwab 29.95 29.95 1,650 x x x CSFB, H&Q CSFB, H&Q. Fidelity Investments 25.00 30.00 3,400 x x x Lehman Lehman. E*Trade 14.95 19.95 4,600 x - - BancBoston RS E*Offering

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    • [DOC File]M & A- New York University

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      Title: M & A- New York University Author: SPRING 2010 Last modified by: bussclinic Created Date: 11/10/2010 9:11:00 PM Company: NYU Other titles: M & A- New York University David Katz Mark Gordon Mergers and Acquisitions U.S transaction happen in CYCLES …

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    • [DOC File]MARCH 1, 2010

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      Mar 01, 2010 · In a Morningstar list of the 200 largest U.S.-stock funds, the funds with the highest turnover ratios were CGM Focus, at 504%, and American Century Equity Income, at 296%. Of the 32 funds that had turnover above 100%, 11 were from Fidelity Investments, topped by Fidelity …

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    • Investors | Charter Communications Inc.

      Filing Pursuant to Rule 424(b)(3) Registration Statement No. 333-54394. PROSPECTUS SUPPLEMENT NO. 5 DATED APRIL 30, 2001 TO PROSPECTUS DATED FEBRUARY 6, 2001, AS SUPPLEMENTED BY PROSPECTUS SUPPLEMENT NOS. 1, 2, 3 AND 4

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    • [DOC File]MetLife Implementation Worksheet Cover Page

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      Exclude mutual funds from ERB money source ... METIB MFS Total Return MT1482 METMT MT1482 METMT Met/Artisan Mid Cap Value Portfolio HV1482 METHV HV1482 METHV Fidelity VIP Equity Income FE1482 METFEI FE1482 METFEI Loomis Sayles Small Cap Core Portfolio LS1482 METLS LS1482 METLS Western Asset Management US Government GV1482 METGV GV1482 METGV ...

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    • [DOCX File]Investment Policy Statement - The Vanguard Group

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      Investment Objectives:. Considering the varied attitudes, goals, expectations, investment time horizons, and risk tolerance levels of the Plan’s participants, the Plan will offer a broad array of investment options across the capitalization and style spectrum that allow participants to build portfolios consistent with their needs and objectives.

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    • Portfolio Insurance: 1% vs 5%

      Mutual Funds”, Journal of Business Finance & Accounting, 37: 270–289. ... C. Smith (2001): “Selectivity and market timing performance of Fidelity sector mutual funds,” The Financial Review ...

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    • [DOCX File]DRAFT LETTER FOR PARTICIPANTS TO BE MAILED BY …

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      Mutual Funds are sold by prospectus, which is available from your registered representative. Mutual fund companies assess certain fees and expenses. MetLife and/or its affiliates receive fees from the mutual fund families or an affiliate for providing certain administrative, distribution and …

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    • [DOC File]Investors Edge, by Peter Lynch - Meetup

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      Peter Lynch writes the Investor’s Edge column for each issue for Worth. From 1977 through 1990 he managed the Magellan fund, the best performing of all mutual funds over a 15-year period, and he is a vice-chairman of Fidelity Management and Research. His latest book, Beating the Street, is published by Simon & Shuster.

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